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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
FAIM
651
Financial Advocates Investment Management
Washington
$1.49M -$141K -950 -8%
CT
652
Caldwell Trust
Florida
$1.48M +$88.5K +598 +6%
TSS
653
Two Sigma Securities
New York
$1.48M +$1.55M +10,483 New
S
654
SignatureFD
Georgia
$1.48M +$128K +867 +9%
SC
655
SouthState Corp
Florida
$1.47M -$19.8K -134 -1%
OAM
656
Ostrum Asset Management
France
$1.47M -$120K -812 -7%
SC
657
Searle & Co
Connecticut
$1.47M – – –
TFS
658
Thoroughbred Financial Services
Tennessee
$1.47M +$274K +1,848 +22%
JWM
659
Jeppson Wealth Management
California
$1.46M -$7.4K -50 -0.5%
GLR
660
Great Lakes Retirement
Ohio
$1.45M +$219K +1,479 +17%
GAM
661
Groupama Asset Management
France
$1.45M +$679K +4,585 +81%
CA
662
Cullinan Associates
Kentucky
$1.45M +$14.8K +100 +1%
AWE
663
Avidian Wealth Enterprises
Texas
$1.44M +$794K +5,366 +111%
ATC
664
Adirondack Trust Company
New York
$1.44M -$2.96K -20 -0.2%
ISL
665
Ingalls & Snyder LLC
New York
$1.44M -$2.22K -15 -0.1%
FRA
666
Frank Rimerman Advisors
California
$1.43M +$1.5M +10,136 +92,145%
GIA
667
Gateway Investment Advisers
Ohio
$1.42M -$239K -1,613 -14%
PBC
668
Pavion Blue Capital
California
$1.42M – – –
HPG
669
Harvest Portfolios Group
Ontario, Canada
$1.42M +$28K +189 +2%
SWM
670
Segment Wealth Management
Texas
$1.42M +$9.62K +65 +0.7%
AIM
671
Aquila Investment Management
New York
$1.41M – – –
JWCA
672
J.W. Cole Advisors
Florida
$1.41M -$11K -74 -0.7%
VWM
673
Venturi Wealth Management
Texas
$1.4M -$150K -1,015 -9%
UB
674
Umpqua Bank
Oregon
$1.4M +$71.9K +486 +5%
IWC
675
Integrated Wealth Concepts
Massachusetts
$1.39M +$28.7K +194 +2%
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