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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
651
Strategic Wealth Partners
Ohio
$724K +$713K +10,068 New
LNWWM
652
Laird Norton Wetherby Wealth Management
California
$718K -$21.4K -302 -3%
SSB
653
Sandy Spring Bank
Maryland
$717K +$51.8K +732 +8%
YIA
654
YHB Investment Advisors
Connecticut
$715K +$271K +3,825 +63%
SWM
655
SVA Wealth Management
Wisconsin
$710K -$78.7K -1,112 -10%
AF
656
Advisornet Financial
Minnesota
$702K -$127K -1,794 -16%
ACM
657
Alethea Capital Management
Washington
$700K -$340K -4,800 -33%
IA
658
IFP Advisors
Florida
$691K +$124K +1,745 +21%
GIA
659
Guyasuta Investment Advisors
Pennsylvania
$689K +$132K +1,860 +24%
BCCM
660
Bridge Creek Capital Management
Massachusetts
$688K -$6.37K -90 -0.9%
AWE
661
Avidian Wealth Enterprises
Texas
$680K +$326K +4,598 +95%
AAM
662
Azzad Asset Management
Virginia
$678K +$198K +2,790 +42%
B
663
Bailard
California
$677K +$667K +9,415 New
GPA
664
Garrison Point Advisors
California
$676K -$29.9K -422 -4%
CA
665
Cetera Advisors
Colorado
$675K +$34.8K +491 +6%
SMC
666
Smith, Moore & Co
Missouri
$664K -$62.9K -889 -9%
HS
667
Haafor (Singapore)
Singapore
$664K +$654K +9,240 New
WHG
668
Westwood Holdings Group
Texas
$661K +$106K +1,500 +20%
FIA
669
Foundations Investment Advisors
Arizona
$661K +$684K +9,658 New
CM
670
CoreCommodity Management
Connecticut
$659K – – –
TIA
671
Trust Investment Advisors
Indiana
$657K -$10.6K -150 -2%
APF
672
Alaska Permanent Fund
Alaska
$655K – – –
VAM
673
Verity Asset Management
North Carolina
$649K +$123K +1,738 +24%
CWS
674
Cypress Wealth Services
California
$648K +$6.02K +85 +1%
AIM
675
Acropolis Investment Management
Missouri
$646K +$61.6K +870 +11%
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