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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
701
Strategic Advisors
New York
$1.13M -$140K -1,247 -12%
CWM
702
Connecticut Wealth Management
Connecticut
$1.13M +$31.7K +282 +3%
PGFC
703
Peapack-Gladstone Financial Corp
New Jersey
$1.11M +$220K +1,960 +27%
JCM
704
Jacobi Capital Management
Pennsylvania
$1.11M -$11.9K -106 -1%
PPW
705
Parcion Private Wealth
Washington
$1.11M – – –
MGIA
706
Matthew Goff Investment Advisor
Texas
$1.1M – – –
PG
707
Patten Group
Tennessee
$1.1M -$23K -205 -2%
ISWM
708
Independent Solutions Wealth Management
New York
$1.09M -$42.3K -377 -4%
GIA
709
Guyasuta Investment Advisors
Pennsylvania
$1.09M +$3.7K +33 +0.4%
BW
710
Basepoint Wealth
Iowa
$1.09M -$66.9K -596 -6%
DFA
711
Delta Financial Advisors
Louisiana
$1.09M +$224 +2 +0%
GIM
712
Greylin Investment Management
Virginia
$1.09M -$211K -1,881 -17%
FNT
713
First National Trust
Pennsylvania
$1.09M -$41K -365 -4%
CC
714
Cannell & Co
New York
$1.09M -$73K -650 -7%
CP
715
Covenant Partners
Tennessee
$1.08M -$169K -1,508 -14%
SW
716
SVB Wealth
Massachusetts
$1.08M -$38.6K -344 -4%
VAS
717
Vestmark Advisory Solutions
Massachusetts
$1.08M -$409K -3,642 -29%
BOH
718
Bank of Hawaii
Hawaii
$1.07M +$49.4K +440 +5%
IW
719
Imprint Wealth
South Carolina
$1.07M +$273K +2,431 +37%
IF
720
Intrua Financial
Texas
$1.07M -$51.2K -456 -5%
KS
721
Karpas Strategies
Connecticut
$1.07M – – –
CA
722
Cornerstone Advisors
North Carolina
$1.07M +$651K +5,800 +187%
CG
723
Cynosure Group
Utah
$1.07M -$291K -2,592 -23%
PGIM
724
Pacific Global Investment Management
California
$1.06M +$1.8K +16 +0.2%
FFM
725
Forum Financial Management
Illinois
$1.06M +$144K +1,285 +17%
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