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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
HT
551
HAP Trading
New York
$830K +$858K +11,849 New
PBC
552
Pavion Blue Capital
California
$829K +$72 +1 +0%
SPC
553
Sigma Planning Corp
Michigan
$827K -$87K -1,202 -9%
JWM
554
Jeppson Wealth Management
California
$827K +$48.9K +675 +6%
EF
555
Exeter Financial
Arizona
$826K – – –
SMC
556
Smith, Moore & Co
Missouri
$824K -$5.72K -79 -0.7%
FQ
557
First Quadrant
California
$818K – – –
NA
558
NewEdge Advisors
Louisiana
$815K -$112K -1,541 -12%
MCM
559
MAI Capital Management
Ohio
$814K +$45.3K +626 +6%
KRSITF
560
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$808K +$9.77K +135 +1%
SWM
561
Spire Wealth Management
Virginia
$807K +$7.17K +99 +0.9%
SC
562
SouthState Corp
Florida
$796K -$13.1K -181 -2%
BFA
563
Bragg Financial Advisors
North Carolina
$790K -$36.1K -499 -4%
CAI
564
Capital Advisors Inc
Oklahoma
$790K -$4.27K -59 -0.5%
KNW
565
Kesler Norman & Wride
Utah
$790K +$17.2K +237 +2%
PCMK
566
Paragon Capital Management (Kansas)
Kansas
$783K +$10.2K +141 +1%
BRWA
567
B. Riley Wealth Advisors
Florida
$779K +$33.5K +463 +4%
IA
568
IFP Advisors
Florida
$775K -$72.6K -1,003 -8%
1CP
569
17 Capital Partners
Arizona
$775K – – –
SAM
570
Silvercrest Asset Management
New York
$775K +$8.9K +123 +1%
SI
571
Stephens Inc
Arkansas
$769K -$9.55K -132 -1%
ESCM
572
Echo Street Capital Management
New York
$764K +$175K +2,423 +29%
OSAM
573
O'Shaughnessy Asset Management
Connecticut
$758K -$993K -13,719 -56%
VWA
574
V Wealth Advisors
Kansas
$755K -$3.84K -53 -0.5%
IC
575
Inscription Capital
Texas
$754K -$1.13M -15,637 -59%
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