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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
ATC
676
Adirondack Trust Company
New York
$1.28M -$6.53K -51 -0.5%
FFM
677
Forum Financial Management
Illinois
$1.28M +$132K +1,034 +12%
BIA
678
Beacon Investment Advisors
Maryland
$1.27M +$2.43K +19 +0.2%
MOS
679
MGO One Seven
Ohio
$1.27M +$309K +2,410 +35%
QCG
680
Quadrant Capital Group
Ohio
$1.26M +$512 +4 +0%
AWE
681
Avidian Wealth Enterprises
Texas
$1.26M -$50.2K -392 -4%
PCM
682
Poehling Capital Management
Wisconsin
$1.26M -$19.3K -151 -2%
PBC
683
Pavion Blue Capital
California
$1.25M -$12.8K -100 -1%
GT
684
Greenleaf Trust
Michigan
$1.25M -$94.8K -740 -7%
PG
685
Patten Group
Tennessee
$1.24M +$192K +1,497 +20%
VAM
686
Virtue Asset Management
Illinois
$1.24M +$1.17M +9,126 New
LDB
687
Lee, Danner & Bass
Tennessee
$1.23M – – –
WA1
688
Wimmer Associates 1
California
$1.23M -$19.2K -150 -2%
ISL
689
Ingalls & Snyder LLC
New York
$1.23M – – –
BPAMU
690
BTG Pactual Asset Management US
New York
$1.23M +$1.15M +9,011 New
GRP
691
Global Retirement Partners
California
$1.21M -$182K -1,421 -14%
AWM
692
Avior Wealth Management
Nebraska
$1.21M +$7.56K +59 +0.7%
NW
693
NewEdge Wealth
Pennsylvania
$1.2M -$187K -1,458 -14%
BRWA
694
B. Riley Wealth Advisors
Florida
$1.2M -$210K -1,636 -16%
GIA
695
Guyasuta Investment Advisors
Pennsylvania
$1.2M +$2.05K +16 +0.2%
SCM
696
Stevens Capital Management
Pennsylvania
$1.2M +$1.13M +8,833 New
IWA
697
Icon Wealth Advisors
Texas
$1.2M -$467K -3,643 -29%
LBC
698
Lowe Brockenbrough & Co
Virginia
$1.2M -$10.9K -85 -1%
SCTC
699
Sanibel Captiva Trust Company
Florida
$1.19M +$34.3K +268 +3%
S
700
SignatureFD
Georgia
$1.18M +$10.5K +82 +1%
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