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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
ANTB
676
AMG National Trust Bank
Colorado
$730K +$125K +1,469 +19%
RWA
677
Redhawk Wealth Advisors
Minnesota
$724K +$278K +3,262 +57%
AT
678
American Trust
Kentucky
$723K -$20.4K -239 -3%
MA
679
Mutual Advisors
Nebraska
$722K +$132K +1,552 +21%
PGIM
680
Pacific Global Investment Management
California
$722K +$235K +2,753 +44%
NFG
681
Nations Financial Group
Iowa
$721K +$2.56K +30 +0.3%
CG
682
Caprock Group
Idaho
$721K +$15K +176 +2%
KS
683
Karpas Strategies
Connecticut
$719K – – –
EIP
684
Epoch Investment Partners
New York
$717K -$198K -2,325 -21%
FAIM
685
Financial Advocates Investment Management
Washington
$713K +$86.6K +1,016 +13%
MPI
686
Mairs & Power Inc
Minnesota
$710K +$418K +4,900 +126%
FNBTCON
687
First National Bank & Trust Co of Newtown
Pennsylvania
$709K – – –
KFP
688
KMG Fiduciary Partners
Ohio
$707K +$747K +8,765 New
TFA
689
Teamwork Financial Advisors
Texas
$702K -$1.14M -13,360 -61%
BOH
690
Bank of Hawaii
Hawaii
$701K -$1.71K -20 -0.2%
SC
691
Searle & Co
Connecticut
$700K – – –
PIM
692
Penobscot Investment Management
Massachusetts
$699K – – –
BAM
693
Belpointe Asset Management
Nevada
$692K -$18K -211 -2%
NW
694
NewEdge Wealth
Pennsylvania
$691K -$33.5K -393 -4%
NSIM
695
North Star Investment Management
Illinois
$691K +$341 +4 +0%
JWCA
696
J.W. Coons Advisors
Ohio
$690K +$154K +1,810 +27%
CM
697
CoreCommodity Management
Connecticut
$689K -$3.41K -40 -0.5%
BO
698
Bank OZK
Arkansas
$688K +$28.9K +339 +4%
FTUS
699
Flow Traders U.S.
New York
$687K +$725K +8,512 New
VCA
700
Verdence Capital Advisors
Maryland
$685K +$5.46K +64 +0.8%
26 27
28
29 30