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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
FTDI
651
First Trust Direct Indexing
Massachusetts
$1.07M -$47.1K -485 -4%
BWAM
652
Boyd Watterson Asset Management
Ohio
$1.07M -$14.6K -150 -1%
BAM
653
Belpointe Asset Management
Nevada
$1.06M -$1.17K -12 -0.1%
WTG
654
West Tower Group
Virginia
$1.06M -$381K -3,923 -26%
TBA
655
Tower Bridge Advisors
Pennsylvania
$1.05M -$446K -4,593 -29%
USAA
656
United Services Automobile Association
Texas
$1.05M – – –
BIA
657
Barry Investment Advisors
Massachusetts
$1.05M -$32.3K -332 -3%
GIM
658
Greylin Investment Management
Virginia
$1.04M -$43.7K -450 -4%
RMC
659
Resources Management Corp
Connecticut
$1.03M +$728K +7,485 +223%
TSS
660
Two Sigma Securities
New York
$1.03M -$182K -1,868 -15%
BP
661
BBR Partners
New York
$1.03M -$1.65K -17 -0.2%
JWCA
662
J.W. Coons Advisors
Ohio
$1.02M – – –
AIA
663
Armor Investment Advisors
North Carolina
$1.02M -$302K -3,102 -23%
SA
664
Strategic Advisors
New York
$1.02M -$43.3K -445 -4%
JWM
665
Jeppson Wealth Management
California
$1.02M -$19.4K -200 -2%
LIM
666
Longfellow Investment Management
Massachusetts
$1.02M +$42.1K +433 +4%
HIA
667
Harbor Investment Advisory
Maryland
$1.01M -$16K -165 -2%
LDB
668
Lee, Danner & Bass
Tennessee
$1.01M -$13.1K -135 -1%
TF
669
TIAA FSB
Florida
$1.01M +$25.5K +262 +3%
CP
670
Covenant Partners
Tennessee
$1M +$103K +1,064 +11%
PBC
671
Pavion Blue Capital
California
$1M -$31.6K -325 -3%
CA
672
Cullinan Associates
Kentucky
$996K – – –
SC
673
SouthState Corp
Florida
$987K -$65.2K -671 -6%
TWC
674
TD Waterhouse Canada
Ontario, Canada
$984K +$31.5K +324 +3%
FAIM
675
Financial Advocates Investment Management
Washington
$984K -$112K -1,154 -10%
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