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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
676
Thoroughbred Financial Services
Tennessee
$1.87M -$6.11K -39 -0.4%
SGAM
677
Smith Group Asset Management
Texas
$1.85M – – –
MFS
678
Monetta Financial Services
Illinois
$1.84M – – –
VCA
679
Verdence Capital Advisors
Maryland
$1.83M +$7.05K +45 +0.4%
HA
680
Harfst & Associates
Wyoming
$1.83M +$44.5K +284 +3%
UBP
681
Union Bancaire Privee
Switzerland
$1.82M +$1.71M +10,936 New
BFIM
682
Beese Fulmer Investment Management
Ohio
$1.82M -$17.6K -112 -1%
DFA
683
Delta Financial Advisors
Louisiana
$1.81M +$313 +2 +0%
AWM
684
Avior Wealth Management
Nebraska
$1.81M +$14.7K +94 +1%
IWA
685
Icon Wealth Advisors
Texas
$1.8M +$250K +1,598 +18%
WI
686
Wahed Invest
New York
$1.8M -$114K -727 -7%
AC
687
AlphaCore Capital
California
$1.8M +$153K +977 +11%
CRC
688
Curi RMB Capital
Illinois
$1.79M -$893K -5,697 -37%
DF
689
Donoghue Forlines
Massachusetts
$1.79M -$79.6K -508 -5%
TAM
690
Todd Asset Management
Kentucky
$1.79M – – –
CAM
691
Cidel Asset Management
Ontario, Canada
$1.78M +$228K +1,452 +17%
JWM
692
Jeppson Wealth Management
California
$1.78M -$3.92K -25 -0.3%
SMC
693
Smith, Moore & Co
Missouri
$1.78M +$17.1K +109 +1%
DB
694
Danske Bank
Denmark
$1.77M +$282K +1,800 +23%
HCMT
695
Highland Capital Management (Tennessee)
Tennessee
$1.77M -$723K -4,617 -32%
CFO
696
Callan Family Office
Pennsylvania
$1.76M +$51.1K +326 +3%
CA
697
Cullinan Associates
Kentucky
$1.76M – – –
HWAM
698
Hennion & Walsh Asset Management
New Jersey
$1.76M -$157K -1,005 -9%
SPFA
699
Summit Place Financial Advisors
New Jersey
$1.75M +$1.51M +9,626 New
CWP
700
CFM Wealth Partners
Texas
$1.75M -$157K -1,000 -9%
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