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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
APA
701
American Portfolios Advisors
New York
$467K +$20K +276 +4%
SSB
702
Sandy Spring Bank
Maryland
$466K -$43.1K -596 -8%
CA
703
Clearstead Advisors
Ohio
$465K +$34.5K +476 +8%
AHC
704
Adell Harriman & Carpenter
Texas
$465K -$36.2K -500 -7%
PBO
705
Peoples Bank (Ohio)
Ohio
$461K -$3.62K -50 -0.8%
MIM
706
MTM Investment Management
South Carolina
$461K – – –
WAM
707
Weatherly Asset Management
California
$459K -$22.2K -307 -4%
FLPIM
708
F.L. Putnam Investment Management
Massachusetts
$458K -$9.05K -125 -2%
MIM
709
Miller Investment Management
Pennsylvania
$455K – – –
USGIU
710
U.S. Global Investors (USGI)
Texas
$455K – – –
DFG
711
Demars Financial Group
Washington
$455K +$471K +6,504 New
ATC
712
Argent Trust Co
Tennessee
$454K +$9.92K +137 +2%
VI
713
Vestcor Inc
New Brunswick, Canada
$452K -$63.6K -878 -12%
SSA
714
South Street Advisors
New York
$450K – – –
FTDI
715
First Trust Direct Indexing
Massachusetts
$447K -$106K -1,463 -19%
TAM
716
Tocqueville Asset Management
New York
$441K -$837K -11,560 -65%
AWE
717
Avidian Wealth Enterprises
Texas
$441K -$83.6K -1,155 -15%
PFS
718
Prospera Financial Services
Texas
$441K +$25.8K +356 +6%
ESB
719
Essex Savings Bank
Connecticut
$441K +$33.6K +464 +8%
PDN
720
Pensionfund DSM Netherlands
Netherlands
$441K +$456K +6,300 New
CCMG
721
Clark Capital Management Group
Pennsylvania
$438K -$17.1M -236,047 -97%
EWM
722
Empirical Wealth Management
Washington
$438K +$5.43K +75 +1%
TW
723
Transform Wealth
Colorado
$437K -$19.6K -271 -4%
PG
724
Patten Group
Tennessee
$437K -$5.14K -71 -1%
PA
725
Procyon Advisors
Connecticut
$437K +$16K +221 +4%
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