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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMK
626
Paragon Capital Management (Kansas)
Kansas
$1.21M +$11.8K +116 +1%
CAG
627
Csenge Advisory Group
Florida
$1.21M -$47K -462 -4%
EWM
628
Evercore Wealth Management
New York
$1.19M – – –
SA
629
SRN Advisors
Pennsylvania
$1.19M -$2.85K -28 -0.2%
BFA
630
Bragg Financial Advisors
North Carolina
$1.19M -$41.9K -412 -3%
FTDI
631
First Trust Direct Indexing
Massachusetts
$1.19M +$214K +2,102 +22%
BSB
632
Bangor Savings Bank
Maine
$1.18M -$39.1K -385 -3%
MPWT
633
MassMutual Private Wealth & Trust
Connecticut
$1.17M +$86K +846 +8%
JFG
634
Jefferies Financial Group
New York
$1.17M +$1.17M +11,548 New
PFA
635
Pathway Financial Advisers
Indiana
$1.17M +$2.44K +24 +0.2%
FAIM
636
Financial Advocates Investment Management
Washington
$1.16M +$148K +1,451 +14%
MAM
637
Martingale Asset Management
Massachusetts
$1.16M -$21.7K -213 -2%
GWMI
638
Guardian Wealth Management (Illinois)
Illinois
$1.16M -$13.6K -134 -1%
GIM
639
Greylin Investment Management
Virginia
$1.16M -$107K -1,050 -8%
BIA
640
Barry Investment Advisors
Massachusetts
$1.15M -$7.22K -71 -0.6%
BWAM
641
Boyd Watterson Asset Management
Ohio
$1.15M -$122K -1,198 -10%
RA
642
RFG Advisory
Alabama
$1.15M +$14K +138 +1%
EFI
643
EHP Funds Inc
Canada
$1.15M +$1.15M +11,300 New
RIA
644
Retirement Investment Advisors
Oklahoma
$1.14M +$102K +1,006 +10%
BL
645
Balentine LLC
Georgia
$1.13M -$194K -1,905 -15%
BAM
646
Belpointe Asset Management
Nevada
$1.13M -$2.54K -25 -0.2%
SA
647
Strategic Advisors
New York
$1.13M -$40.2K -395 -3%
VFA
648
Valeo Financial Advisors
Indiana
$1.12M +$1.63K +16 +0.1%
SMC
649
Smith, Moore & Co
Missouri
$1.12M +$12.9K +127 +1%
SC
650
SouthState Corp
Florida
$1.12M -$39.6K -389 -3%
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