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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
601
Symphony Financial
Texas
$978K +$623K +7,309 +152%
MAM
602
Martingale Asset Management
Massachusetts
$975K +$67.8K +795 +7%
LNWWM
603
Laird Norton Wetherby Wealth Management
California
$975K +$100K +1,179 +11%
1CP
604
17 Capital Partners
Arizona
$974K +$115K +1,351 +13%
TF
605
TIAA FSB
Florida
$970K -$31.9K -374 -3%
ACM
606
Aquatic Capital Management
Illinois
$969K -$793K -9,300 -44%
BIA
607
Barry Investment Advisors
Massachusetts
$969K -$80K -939 -7%
PCC
608
Park Circle Company
Maryland
$969K – – –
RA
609
RFG Advisory
Alabama
$958K +$56.9K +668 +8%
EWM
610
Evercore Wealth Management
New York
$951K – – –
VFA
611
Valeo Financial Advisors
Indiana
$944K +$164K +1,928 +20%
PCMK
612
Paragon Capital Management (Kansas)
Kansas
$943K +$10.7K +125 +1%
KNW
613
Kesler Norman & Wride
Utah
$937K +$6.48K +76 +0.7%
PBC
614
Pavion Blue Capital
California
$936K -$12.9K -151 -1%
BFA
615
Bragg Financial Advisors
North Carolina
$933K -$14.1K -166 -1%
WJWM
616
Williams Jones Wealth Management
New York
$914K -$79.8K -936 -8%
JWM
617
Jeppson Wealth Management
California
$910K +$25.6K +300 +3%
GIA
618
Guyasuta Investment Advisors
Pennsylvania
$904K -$64.9K -761 -6%
SMC
619
Smith, Moore & Co
Missouri
$900K -$69.4K -814 -7%
EF
620
Empirical Finance
Pennsylvania
$896K +$169K +1,986 +22%
SC
621
SouthState Corp
Florida
$889K -$121K -1,422 -11%
FTDI
622
First Trust Direct Indexing
Massachusetts
$888K -$13.5K -158 -1%
EGM
623
Engineers Gate Manager
New York
$879K -$271K -3,184 -23%
RIM
624
Redpoint Investment Management
Australia
$878K -$96.1K -1,127 -9%
BTW
625
Boston Trust Walden
Massachusetts
$877K – – –
23 24
25
26 27