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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
LDB
701
Lee, Danner & Bass
Tennessee
$768K -$405K -4,383 -32%
I
702
INVST
Indiana
$763K +$276K +2,987 +50%
MAM
703
Mystic Asset Management
Rhode Island
$759K +$3.24K +35 +0.4%
DFA
704
Delta Financial Advisors
Louisiana
$755K +$185 +2 +0%
AT
705
American Trust
Kentucky
$753K +$153K +1,649 +22%
NL
706
NWAM LLC
Washington
$753K +$282K +3,044 +48%
EF
707
Empirical Finance
Pennsylvania
$747K +$56.3K +609 +7%
RP
708
Rowlandmiller & Partners
Georgia
$746K -$5.55K -60 -0.7%
WP
709
WealthSource Partners
California
$741K -$18.7K -202 -2%
NW
710
NewEdge Wealth
Pennsylvania
$734K +$445K +4,813 +116%
CWS
711
Confluence Wealth Services
Pennsylvania
$731K +$20.9K +226 +3%
KS
712
Karpas Strategies
Connecticut
$730K – – –
NFG
713
Nations Financial Group
Iowa
$730K +$181K +1,955 +28%
AC
714
Allstate Corporation
Illinois
$725K +$346K +3,739 +73%
FNBTCON
715
First National Bank & Trust Co of Newtown
Pennsylvania
$721K – – –
EFS
716
Essex Financial Services
Connecticut
$721K +$357K +3,862 +78%
BAM
717
Belpointe Asset Management
Nevada
$720K +$64.6K +698 +9%
CG
718
Caprock Group
Idaho
$718K +$111K +1,204 +16%
JWCA
719
J.W. Cole Advisors
Florida
$716K +$35.9K +388 +5%
BOH
720
Bank of Hawaii
Hawaii
$714K -$16.7K -180 -2%
MWM
721
Marion Wealth Management
Pennsylvania
$712K -$254K -2,743 -24%
SC
722
Searle & Co
Connecticut
$711K +$278K +3,000 +53%
PIM
723
Penobscot Investment Management
Massachusetts
$710K -$37.9K -410 -5%
CM
724
Castleark Management
Illinois
$709K – – –
FG
725
Fiduciary Group
Georgia
$709K +$20.2K +218 +3%
27 28
29
30 31