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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
626
Armor Investment Advisors
North Carolina
$1.02M +$19.8K +203 +2%
MIAN
627
Mariner Independent Advisor Network
Kansas
$1.02M +$1.1M +11,283 New
IA
628
IFP Advisors
Florida
$1.01M -$261K -2,673 -18%
TBA
629
Tower Bridge Advisors
Pennsylvania
$1M – – –
SC
630
Saturna Capital
Washington
$998K – – –
FNBTCON
631
First National Bank & Trust Co of Newtown
Pennsylvania
$997K -$7.04K -72 -0.6%
CM
632
CoreCommodity Management
Connecticut
$997K – – –
RC
633
Roundview Capital
New Jersey
$997K +$61.1K +625 +6%
WAM
634
Wealthspire Advisors (Maryland)
Maryland
$994K -$4.98K -51 -0.4%
TIA
635
Trust Investment Advisors
Indiana
$985K -$34.2K -350 -3%
WIP
636
Wellesley Investment Partners
Massachusetts
$983K +$18.1K +185 +2%
CBB
637
Citizens Business Bank
California
$982K -$1.06M -10,800 -49%
LIC
638
Lodestar Investment Counsel
Illinois
$982K -$11.1K -114 -1%
FDCDDQ
639
Federation des caisses Desjardins du Quebec
Quebec, Canada
$981K +$87.5K +896 +9%
UA
640
Unison Advisors
District of Columbia
$980K +$7.62K +78 +0.7%
ZCA
641
Zeke Capital Advisors
Pennsylvania
$975K -$427K -4,375 -28%
SSB
642
Sandy Spring Bank
Maryland
$974K +$20.1K +206 +2%
WF
643
Welch & Forbes
Massachusetts
$970K +$22.5K +230 +2%
AMIM
644
Aull & Monroe Investment Management
Alabama
$969K -$61.3K -627 -5%
MC
645
Machina Capital
France
$969K +$1.1M +11,243 New
RB
646
Rodgers Brothers
Pennsylvania
$964K +$14.9K +152 +1%
FM
647
Foster & Motley
Ohio
$953K +$4.69K +48 +0.4%
BAM
648
Belpointe Asset Management
Nevada
$949K -$16.3K -167 -1%
SFS
649
Sowell Financial Services
Arkansas
$949K +$6.84K +70 +0.6%
FMT
650
First Mercantile Trust
Tennessee
$948K +$148K +1,514 +16%
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