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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
701
Convergence Financial
Missouri
$1.68M +$701K +4,071 +69%
HA
702
Harfst & Associates
Wyoming
$1.68M -$11.4K -66 -0.7%
MMPW
703
Mitchell McLeod Pugh & Williams
Alabama
$1.68M +$232K +1,346 +16%
DB
704
Danske Bank
Denmark
$1.68M +$34.4K +200 +2%
WANY
705
Wealthspire Advisors (New York)
New York
$1.67M +$408K +2,368 +31%
CA
706
Clearstead Advisors
Ohio
$1.67M -$137K -794 -7%
CFO
707
Callan Family Office
Pennsylvania
$1.66M +$28.9K +168 +2%
TAM
708
Todd Asset Management
Kentucky
$1.66M – – –
CA
709
Cullinan Associates
Kentucky
$1.65M +$21.2K +123 +1%
SPFA
710
Summit Place Financial Advisors
New Jersey
$1.65M +$19.8K +115 +1%
JWM
711
Jeppson Wealth Management
California
$1.65M -$7.4K -43 -0.4%
SMC
712
Smith, Moore & Co
Missouri
$1.64M -$7.4K -43 -0.4%
CWP
713
CFM Wealth Partners
Texas
$1.63M – – –
WI
714
Wahed Invest
New York
$1.61M -$59K -343 -3%
DF
715
Donoghue Forlines
Massachusetts
$1.61M -$52K -302 -3%
ICP
716
Impact Capital Partners
Colorado
$1.61M +$71.3K +414 +5%
CRC
717
Curi RMB Capital
Illinois
$1.61M -$57K -331 -3%
ETC
718
Exchange Traded Concepts
Oklahoma
$1.6M +$301K +1,746 +23%
CAM
719
Cidel Asset Management
Ontario, Canada
$1.6M -$55.9K -325 -3%
IP
720
Interval Partners
New York
$1.6M +$444K +2,578 +37%
FAMI
721
Fideuram Asset Management (Ireland)
$1.6M +$1.55M +9,004 +1,680%
QCG
722
Quadrant Capital Group
Ohio
$1.59M -$3.1K -18 -0.2%
BIA
723
Beacon Investment Advisors
Maryland
$1.59M +$2.58K +15 +0.2%
CM
724
Cercano Management
Washington
$1.59M – – –
S
725
SignatureFD
Georgia
$1.58M +$73.7K +428 +5%
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