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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
NW
601
NewEdge Wealth
Pennsylvania
$1.28M +$607K +6,239 +87%
PAM
602
Paradigm Asset Management
New York
$1.28M +$525K +5,400 +68%
SPC
603
Sigma Planning Corp
Michigan
$1.27M -$520K -5,347 -29%
EF
604
Exeter Financial
Arizona
$1.27M – – –
GVAG
605
Great Valley Advisor Group
Delaware
$1.27M -$179K -1,843 -12%
FIM
606
Fruth Investment Management
Texas
$1.27M – – –
IWP
607
Icon Wealth Partners
Texas
$1.27M -$203K -2,092 -14%
EWM
608
Evercore Wealth Management
New York
$1.26M +$144K +1,478 +13%
BCV
609
Banque Cantonale Vaudoise
Switzerland
$1.26M +$389K +4,000 +43%
IGAM
610
iA Global Asset Management
Quebec, Canada
$1.25M +$1.27M +13,092 New
WF
611
Welch & Forbes
Massachusetts
$1.24M -$7K -72 -0.5%
YIA
612
YHB Investment Advisors
Connecticut
$1.24M +$25.8K +265 +2%
AIC
613
Aurora Investment Counsel
Georgia
$1.23M -$12.9K -133 -1%
VFA
614
Valeo Financial Advisors
Indiana
$1.23M +$176K +1,813 +16%
CC
615
Centiva Capital
New York
$1.22M +$1.25M +12,826 New
VC
616
Veracity Capital
Georgia
$1.22M -$12.2K -125 -1%
EC
617
Estate Counselors
Wisconsin
$1.21M – – –
LNWWM
618
Laird Norton Wetherby Wealth Management
California
$1.21M -$35.8K -368 -3%
MYAM
619
Meiji Yasuda Asset Management
Japan
$1.2M -$57.4K -590 -4%
AAM
620
AR Asset Management
California
$1.2M – – –
VAS
621
Vestmark Advisory Solutions
Massachusetts
$1.2M +$517K +5,322 +73%
MWM
622
Marion Wealth Management
Pennsylvania
$1.19M +$33.1K +340 +3%
CSPIA
623
Cary Street Partners Investment Advisory
Virginia
$1.19M -$63K -648 -5%
ATC
624
Adirondack Trust Company
New York
$1.18M +$11.1K +114 +1%
AF
625
Allworth Financial
California
$1.17M +$318K +3,269 +36%
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