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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
LNWWM
601
Laird Norton Wetherby Wealth Management
California
$975K +$100K +1,179 +11%
1CP
602
17 Capital Partners
Arizona
$974K +$115K +1,351 +13%
TF
603
TIAA FSB
Florida
$970K -$31.9K -374 -3%
ACM
604
Aquatic Capital Management
Illinois
$969K -$793K -9,300 -44%
BIA
605
Barry Investment Advisors
Massachusetts
$969K -$80K -939 -7%
PCC
606
Park Circle Company
Maryland
$969K – – –
RA
607
RFG Advisory
Alabama
$958K +$56.9K +668 +8%
EWM
608
Evercore Wealth Management
New York
$951K – – –
VFA
609
Valeo Financial Advisors
Indiana
$944K +$164K +1,928 +20%
PCMK
610
Paragon Capital Management (Kansas)
Kansas
$943K +$10.7K +125 +1%
KNW
611
Kesler Norman & Wride
Utah
$937K +$6.48K +76 +0.7%
PBC
612
Pavion Blue Capital
California
$936K -$12.9K -151 -1%
BFA
613
Bragg Financial Advisors
North Carolina
$933K -$14.1K -166 -1%
WJWM
614
Williams Jones Wealth Management
New York
$914K -$79.8K -936 -8%
JWM
615
Jeppson Wealth Management
California
$910K +$25.6K +300 +3%
GIA
616
Guyasuta Investment Advisors
Pennsylvania
$904K -$64.9K -761 -6%
SMC
617
Smith, Moore & Co
Missouri
$900K -$69.4K -814 -7%
EF
618
Empirical Finance
Pennsylvania
$896K +$169K +1,986 +22%
SC
619
SouthState Corp
Florida
$889K -$121K -1,422 -11%
FTDI
620
First Trust Direct Indexing
Massachusetts
$888K -$13.5K -158 -1%
EGM
621
Engineers Gate Manager
New York
$879K -$271K -3,184 -23%
RIM
622
Redpoint Investment Management
Australia
$878K -$96.1K -1,127 -9%
BTW
623
Boston Trust Walden
Massachusetts
$877K – – –
LDB
624
Lee, Danner & Bass
Tennessee
$877K +$128K +1,500 +16%
AWM
625
Apollon Wealth Management
South Carolina
$875K -$34.6K -406 -4%
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