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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CRC
551
Curi RMB Capital
Illinois
$2M +$1.25M +9,268 +148%
FIA
552
Foundations Investment Advisors
Arizona
$1.98M +$707K +5,251 +52%
RFC
553
Regions Financial Corp
Alabama
$1.98M -$282K -2,093 -12%
ISWM
554
Independent Solutions Wealth Management
New York
$1.98M +$24.8K +184 +1%
IWM
555
IHT Wealth Management
Illinois
$1.98M +$442K +3,284 +27%
MWM
556
Mattern Wealth Management
Kansas
$1.95M -$36.2K -269 -2%
MFIM
557
Mesirow Financial Investment Management
Illinois
$1.95M -$74.3K -552 -4%
EF
558
Empirical Finance
Pennsylvania
$1.93M -$91.5K -680 -4%
ATPW
559
Ashton Thomas Private Wealth
Arizona
$1.93M +$110K +817 +6%
VFA
560
Valeo Financial Advisors
Indiana
$1.92M -$3.77K -28 -0.2%
BIG
561
Brooklyn Investment Group
New York
$1.91M +$1.37M +10,197 +217%
GI
562
GAMMA Investing
California
$1.9M +$86.5K +643 +5%
EF
563
Exeter Financial
Arizona
$1.9M – – –
GVAG
564
Great Valley Advisor Group
Delaware
$1.9M +$1.75K +13 +0.1%
FCM
565
Flagship Capital Management
Pennsylvania
$1.89M +$1.97M +14,610 New
BC
566
Burney Company
Virginia
$1.88M -$25.4K -189 -1%
CFMC
567
Curbstone Financial Management Corp
New Hampshire
$1.88M -$6.73K -50 -0.3%
HP
568
Havemeyer Place
Connecticut
$1.87M +$1.95M +14,518 New
BFG
569
Bleakley Financial Group
New Jersey
$1.86M +$271K +2,017 +16%
APP
570
Avantax Planning Partners
Iowa
$1.86M -$52.6K -391 -3%
HCMT
571
Highland Capital Management (Tennessee)
Tennessee
$1.85M +$1.93M +14,333 New
SI
572
Stephens Inc
Arkansas
$1.85M -$12K -89 -0.6%
SC
573
SouthState Corp
Florida
$1.84M +$4.84K +36 +0.3%
AC
574
AXQ Capital
New Jersey
$1.83M +$1.91M +14,210 New
YIA
575
YHB Investment Advisors
Connecticut
$1.83M +$28.9K +215 +2%
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