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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
PFSC
676
Peoples Financial Services Corp
Pennsylvania
$907K -$25.6K -285 -3%
CM
677
Castleark Management
Illinois
$907K – – –
ZCA
678
Zeke Capital Advisors
Pennsylvania
$901K -$126K -1,400 -13%
EWA
679
EP Wealth Advisors
California
$898K -$37.5K -418 -4%
AAM
680
AR Asset Management
California
$898K – – –
APP
681
Avantax Planning Partners
Iowa
$898K +$20.1K +224 +2%
TA
682
Tiedemann Advisors
New York
$893K -$504K -5,622 -37%
BS
683
Banco Santander
Spain
$885K -$3.32K -37 -0.4%
DWM
684
Dakota Wealth Management
Florida
$884K -$55.9K -623 -6%
VCA
685
Verdence Capital Advisors
Maryland
$880K +$121K +1,353 +17%
IUHSA
686
Itau Unibanco Holding S.A.
Brazil
$877K +$645K +7,194 +329%
ACG
687
Allen Capital Group
Nebraska
$876K -$322K -3,586 -28%
FAAS
688
First Allied Advisory Services
California
$872K +$131K +1,455 +18%
ECG
689
Edge Capital Group
Georgia
$870K +$11.9K +133 +1%
WIP
690
Wellesley Investment Partners
Massachusetts
$865K -$65.3K -728 -7%
CCFCSB
691
Cape Cod Five Cents Savings Bank
Massachusetts
$854K – – –
CANY
692
Caxton Associates (New York)
New York
$851K -$521K -5,810 -39%
AW
693
Alpha Windward
Massachusetts
$848K +$64.2K +716 +10%
CM
694
CoreCommodity Management
Connecticut
$844K – – –
ANTB
695
AMG National Trust Bank
Colorado
$839K -$3.68K -41 -0.5%
WHG
696
Westwood Holdings Group
Texas
$838K – – –
FNBT
697
FineMark National Bank & Trust
Florida
$837K +$96.9K +1,080 +14%
BHWM
698
Bar Harbor Wealth Management
New Hampshire
$836K -$54.6K -609 -6%
WAOTB
699
Wealth Advisors of Tampa Bay
Florida
$829K +$795K +8,860 New
BO
700
BRR OpCo
Ohio
$824K +$790K +8,806 New
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