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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
676
SVB Wealth
Massachusetts
$1.37M +$155K +1,294 +14%
MGIA
677
Moneta Group Investment Advisors
Missouri
$1.37M -$106K -885 -8%
SPIS
678
Steward Partners Investment Solutions
Oregon
$1.37M +$1.23M +10,284 New
YIH
679
Y-Intercept (HK)
Hong Kong
$1.36M +$1.22M +10,240 New
FFN
680
Focus Financial Network
Minnesota
$1.36M +$752K +6,292 +160%
RP
681
Rowlandmiller & Partners
Georgia
$1.36M +$41.8K +350 +4%
S
682
SignatureFD
Georgia
$1.36M +$83K +694 +7%
LNWTC
683
Laird Norton Wetherby Trust Company
Washington
$1.35M +$1.21M +10,117 New
FBC
684
Fairfield, Bush & Co
Connecticut
$1.34M -$89.4K -748 -7%
BTW
685
Boston Trust Walden
Massachusetts
$1.33M -$185K -1,550 -13%
AIM
686
Aquila Investment Management
New York
$1.33M – – –
BAM
687
Belpointe Asset Management
Nevada
$1.33M -$161K -1,350 -12%
AWM
688
Axxcess Wealth Management
California
$1.3M -$389K -3,251 -25%
LDB
689
Lee, Danner & Bass
Tennessee
$1.3M -$68.1K -570 -6%
EIP
690
Energy Income Partners
Connecticut
$1.3M +$716K +5,987 +158%
GIA
691
Gateway Investment Advisers
Ohio
$1.3M +$275K +2,303 +31%
CAG
692
Csenge Advisory Group
Florida
$1.3M -$44.1K -369 -4%
JCFM
693
JBR Co Financial Management
Oklahoma
$1.27M +$1.14M +9,565 New
RAM
694
Ramirez Asset Management
New York
$1.27M +$262K +2,188 +30%
MSAM
695
Moloney Securities Asset Management
Missouri
$1.27M +$85.6K +716 +8%
SA
696
Strategic Advisors
New York
$1.27M +$14.3K +120 +1%
PGFC
697
Peapack-Gladstone Financial Corp
New Jersey
$1.27M +$28.9K +242 +3%
JWCA
698
J.W. Coons Advisors
Ohio
$1.26M – – –
SWM
699
Segment Wealth Management
Texas
$1.25M +$581K +4,861 +108%
VC
700
Veracity Capital
Georgia
$1.25M -$189K -1,579 -14%
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