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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
FFWA
676
FRG Family Wealth Advisors
Washington
$576K -$29.4K -375 -5%
LW
677
Linscomb Wealth
Texas
$574K +$139K +1,771 +34%
VCM
678
Virtue Capital Management
Tennessee
$573K -$103K -1,318 -16%
CPO
679
Cerity Partners OCIO
New York
$571K -$2.12K -27 -0.4%
RG
680
Rikoon Group
New Mexico
$566K -$52.3K -667 -9%
WAM
681
Weatherly Asset Management
California
$562K +$33.4K +426 +7%
CAM
682
Campion Asset Management
Virginia
$562K +$541K +6,892 New
IFG
683
Independent Financial Group
California
$559K -$176K -2,247 -25%
FTDI
684
First Trust Direct Indexing
Massachusetts
$559K +$40.6K +518 +8%
FBC
685
Fairfield, Bush & Co
Connecticut
$556K +$165K +2,100 +44%
JWCA
686
J.W. Coons Advisors
Ohio
$555K – – –
PBO
687
Peoples Bank (Ohio)
Ohio
$552K +$74.5K +950 +16%
WF
688
Welch & Forbes
Massachusetts
$545K -$56.7K -722 -10%
MIM
689
MTM Investment Management
South Carolina
$537K -$37.7K -481 -7%
AFIA
690
America First Investment Advisors
Nebraska
$537K – – –
PFS
691
Prospera Financial Services
Texas
$537K +$20.8K +265 +4%
BHB
692
Bank Hapoalim BM
Israel
$536K +$114K +1,450 +28%
FLPIM
693
F.L. Putnam Investment Management
Massachusetts
$535K -$12.5K -159 -2%
HIA
694
Harbor Investment Advisory
Maryland
$531K +$206K +2,622 +67%
MIM
695
Miller Investment Management
Pennsylvania
$530K – – –
USGIU
696
U.S. Global Investors (USGI)
Texas
$530K – – –
NL
697
Navalign LLC
California
$530K +$510K +6,501 New
SLAM
698
Swiss Life Asset Management
$528K -$947K -12,069 -65%
IAA
699
Independent Advisor Alliance
North Carolina
$527K -$50K -637 -9%
BAM
700
Belpointe Asset Management
Nevada
$521K -$666K -8,482 -57%
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