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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
701
Columbia Trust
Oregon
$1.25M +$71.6K +599 +7%
GS
702
GTS Securities
Florida
$1.24M +$1.11M +9,327 New
WA1
703
Wimmer Associates 1
California
$1.24M +$63.5K +531 +6%
FNT
704
First National Trust
Pennsylvania
$1.23M +$25K +209 +2%
JCM
705
Jacobi Capital Management
Pennsylvania
$1.23M +$2.51K +21 +0.2%
IWC
706
Integrated Wealth Concepts
Massachusetts
$1.23M -$88.8K -743 -7%
MCIA
707
Mountain Capital Investment Advisors
Colorado
$1.23M -$162K -1,359 -13%
PPW
708
Parcion Private Wealth
Washington
$1.23M – – –
MGIA
709
Matthew Goff Investment Advisor
Texas
$1.22M – – –
PG
710
Patten Group
Tennessee
$1.22M – – –
BCG
711
BayBridge Capital Group
California
$1.21M +$1.09M +9,123 New
DFA
712
Delta Financial Advisors
Louisiana
$1.21M +$120 +1 +0%
CC
713
Cannell & Co
New York
$1.21M – – –
IW
714
Imprint Wealth
South Carolina
$1.19M +$3.23K +27 +0.3%
KS
715
Karpas Strategies
Connecticut
$1.19M – – –
SWM
716
SeaCrest Wealth Management
New York
$1.19M -$2.39K -20 -0.2%
LBC
717
Lowe Brockenbrough & Co
Virginia
$1.18M -$66.3K -555 -6%
GLR
718
Great Lakes Retirement
Ohio
$1.18M +$1.05M +8,826 New
ONB
719
Old National Bancorp
Indiana
$1.17M +$234K +1,957 +28%
CT
720
Caldwell Trust
Florida
$1.17M +$328K +2,742 +45%
DFG
721
Demars Financial Group
Washington
$1.17M -$1.58M -13,249 -60%
TCM
722
Twin Capital Management
Pennsylvania
$1.17M -$550K -4,600 -34%
IF
723
Intrua Financial
Texas
$1.17M -$14.5K -121 -1%
GIA
724
Guyasuta Investment Advisors
Pennsylvania
$1.17M -$38.2K -320 -4%
EH
725
Equitable Holdings
New York
$1.16M +$90.6K +758 +10%
27 28
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