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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
676
Searle & Co
Connecticut
$1.38M +$264K +2,212 +27%
SW
677
SVB Wealth
Massachusetts
$1.37M +$155K +1,294 +14%
MGIA
678
Moneta Group Investment Advisors
Missouri
$1.37M -$106K -885 -8%
SPIS
679
Steward Partners Investment Solutions
Oregon
$1.37M +$1.23M +10,284 New
YIH
680
Y-Intercept (HK)
Hong Kong
$1.36M +$1.22M +10,240 New
FFN
681
Focus Financial Network
Minnesota
$1.36M +$752K +6,292 +160%
RP
682
Rowlandmiller & Partners
Georgia
$1.36M +$41.8K +350 +4%
S
683
SignatureFD
Georgia
$1.36M +$83K +694 +7%
LNWTC
684
Laird Norton Wetherby Trust Company
Washington
$1.35M +$1.21M +10,117 New
FBC
685
Fairfield, Bush & Co
Connecticut
$1.34M -$89.4K -748 -7%
BTW
686
Boston Trust Walden
Massachusetts
$1.33M -$185K -1,550 -13%
AIM
687
Aquila Investment Management
New York
$1.33M – – –
BAM
688
Belpointe Asset Management
Nevada
$1.33M -$161K -1,350 -12%
AWM
689
Axxcess Wealth Management
California
$1.3M -$389K -3,251 -25%
LDB
690
Lee, Danner & Bass
Tennessee
$1.3M -$68.1K -570 -6%
EIP
691
Energy Income Partners
Connecticut
$1.3M +$716K +5,987 +158%
GIA
692
Gateway Investment Advisers
Ohio
$1.3M +$275K +2,303 +31%
CAG
693
Csenge Advisory Group
Florida
$1.3M -$44.1K -369 -4%
JCFM
694
JBR Co Financial Management
Oklahoma
$1.27M +$1.14M +9,565 New
RAM
695
Ramirez Asset Management
New York
$1.27M +$262K +2,188 +30%
MSAM
696
Moloney Securities Asset Management
Missouri
$1.27M +$85.6K +716 +8%
SA
697
Strategic Advisors
New York
$1.27M +$14.3K +120 +1%
PGFC
698
Peapack-Gladstone Financial Corp
New Jersey
$1.27M +$28.9K +242 +3%
JWCA
699
J.W. Coons Advisors
Ohio
$1.26M – – –
SWM
700
Segment Wealth Management
Texas
$1.25M +$581K +4,861 +108%
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