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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
LDB
626
Lee, Danner & Bass
Tennessee
$877K +$128K +1,500 +16%
AWM
627
Apollon Wealth Management
South Carolina
$875K -$34.6K -406 -4%
CAG
628
Csenge Advisory Group
Florida
$873K -$29.3K -344 -3%
BP
629
BBR Partners
New York
$869K -$108K -1,263 -10%
HIA
630
Harbor Investment Advisory
Maryland
$869K +$21.1K +247 +2%
WA1
631
Wimmer Associates 1
California
$863K +$19.2K +225 +3%
AWE
632
Avidian Wealth Enterprises
Texas
$860K -$8.27K -97 -0.9%
SWM
633
SeaCrest Wealth Management
New York
$860K +$1.02K +12 +0.1%
CWM
634
Connecticut Wealth Management
Connecticut
$856K -$321K -3,763 -26%
FG
635
Fiduciary Group
Georgia
$856K +$1.88K +22 +0.3%
CT
636
Columbia Trust
Oregon
$853K +$24.2K +284 +3%
FSC
637
Full Sail Capital
Oklahoma
$849K – – –
HAI
638
Hennessy Advisors Inc
California
$848K – – –
BW
639
Basepoint Wealth
Iowa
$846K -$16.7K -196 -2%
PFO
640
Pathstone Family Office
New Jersey
$844K +$498K +5,843 +127%
BFS
641
Bradley Foster & Sargent
Connecticut
$842K -$3.41K -40 -0.4%
BSW
642
Buckingham Strategic Wealth
Missouri
$840K -$125K -1,461 -12%
FFG
643
Fortem Financial Group
California
$840K +$8.01K +94 +0.9%
RMC
644
Resources Management Corp
Connecticut
$840K +$8.52K +100 +1%
ATC
645
Adirondack Trust Company
New York
$835K +$26.8K +315 +3%
SCA
646
Snowden Capital Advisors
New York
$832K +$71.5K +839 +9%
LIM
647
Longfellow Investment Management
Massachusetts
$824K – – –
CCMG
648
Clark Capital Management Group
Pennsylvania
$822K -$28.6K -336 -3%
S
649
Seeyond
France
$818K -$296K -3,471 -26%
I
650
INVST
Indiana
$809K -$2.47K -29 -0.3%
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