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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
LBC
701
Lowe Brockenbrough & Co
Virginia
$1.13M – – –
SA
702
Strategic Advisors
New York
$1.13M -$140K -1,247 -12%
CWM
703
Connecticut Wealth Management
Connecticut
$1.13M +$31.7K +282 +3%
PGFC
704
Peapack-Gladstone Financial Corp
New Jersey
$1.11M +$220K +1,960 +27%
JCM
705
Jacobi Capital Management
Pennsylvania
$1.11M -$11.9K -106 -1%
PPW
706
Parcion Private Wealth
Washington
$1.11M – – –
MGIA
707
Matthew Goff Investment Advisor
Texas
$1.1M – – –
PG
708
Patten Group
Tennessee
$1.1M -$23K -205 -2%
ISWM
709
Independent Solutions Wealth Management
New York
$1.09M -$42.3K -377 -4%
GIA
710
Guyasuta Investment Advisors
Pennsylvania
$1.09M +$3.7K +33 +0.4%
BW
711
Basepoint Wealth
Iowa
$1.09M -$66.9K -596 -6%
DFA
712
Delta Financial Advisors
Louisiana
$1.09M +$224 +2 +0%
GIM
713
Greylin Investment Management
Virginia
$1.09M -$211K -1,881 -17%
FNT
714
First National Trust
Pennsylvania
$1.09M -$41K -365 -4%
CC
715
Cannell & Co
New York
$1.09M -$73K -650 -7%
CP
716
Covenant Partners
Tennessee
$1.08M -$169K -1,508 -14%
SW
717
SVB Wealth
Massachusetts
$1.08M -$38.6K -344 -4%
VAS
718
Vestmark Advisory Solutions
Massachusetts
$1.08M -$409K -3,642 -29%
BOH
719
Bank of Hawaii
Hawaii
$1.07M +$49.4K +440 +5%
IW
720
Imprint Wealth
South Carolina
$1.07M +$273K +2,431 +37%
IF
721
Intrua Financial
Texas
$1.07M -$51.2K -456 -5%
KS
722
Karpas Strategies
Connecticut
$1.07M – – –
CA
723
Cornerstone Advisors
North Carolina
$1.07M +$651K +5,800 +187%
CG
724
Cynosure Group
Utah
$1.07M -$291K -2,592 -23%
PGIM
725
Pacific Global Investment Management
California
$1.06M +$1.8K +16 +0.2%
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