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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
S
701
SignatureFD
Georgia
$1.03M -$167K -1,487 -15%
FT
702
Fiduciary Trust
Massachusetts
$1.03M -$463K -4,131 -32%
CPIG
703
Chicago Partners Investment Group
Illinois
$1.02M +$60.9K +544 +7%
DTL
704
Dynamic Technology Lab
Singapore
$1.02M -$407K -3,632 -30%
DFA
705
Delta Financial Advisors
Louisiana
$1.02M -$47.4K -423 -5%
ATC
706
Argent Trust Co
Tennessee
$1.01M +$9.52K +85 +1%
IC
707
Inscription Capital
Texas
$1.01M -$521K -4,655 -35%
SCTC
708
Sanibel Captiva Trust Company
Florida
$1.01M +$292K +2,608 +44%
TFS
709
Thoroughbred Financial Services
Tennessee
$1.01M -$369K -3,295 -28%
MA
710
MONECO Advisors
Connecticut
$1.01M +$22.4K +200 +2%
WANY
711
Wealthspire Advisors (New York)
New York
$1M -$1.36M -12,126 -59%
MAM
712
Mystic Asset Management
Rhode Island
$1M +$10.8K +96 +1%
FNBOMD
713
First National Bank of Mount Dora
Florida
$1,000K -$26.6K -237 -3%
FFM
714
Forum Financial Management
Illinois
$995K +$81.2K +725 +10%
GC
715
Grimes & Company
Massachusetts
$995K +$174K +1,554 +23%
MMPW
716
Mitchell McLeod Pugh & Williams
Alabama
$993K +$6.95K +62 +0.8%
CAWM
717
Capital Advisors Wealth Management
Washington
$993K -$113K -1,010 -11%
IA
718
IFP Advisors
Florida
$987K -$1.27M -11,379 -59%
NW
719
Naviter Wealth
Arkansas
$985K -$101K -902 -10%
JCFM
720
JBR Co Financial Management
Oklahoma
$981K -$94.9K -847 -9%
SEA
721
Stegent Equity Advisors
Texas
$976K – – –
BIA
722
Barry Investment Advisors
Massachusetts
$975K -$896 -8 -0.1%
WHG
723
Westwood Holdings Group
Texas
$971K +$7.51K +67 +0.8%
JWCA
724
J.W. Coons Advisors
Ohio
$967K -$192K -1,710 -17%
VCA
725
Verdence Capital Advisors
Maryland
$966K -$17K -152 -2%
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