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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
726
Avior Wealth Management
Nebraska
$1.57M -$111K -642 -6%
RBI
727
Raiffeisen Bank International
Austria
$1.57M – – –
ECM
728
Evergreen Capital Management
Washington
$1.55M -$55.9K -325 -3%
OIA
729
Oakmont Investment Advisors
Pennsylvania
$1.54M +$22K +128 +1%
CAWM
730
Capital Advisors Wealth Management
Washington
$1.54M +$13.8K +80 +0.9%
FMC
731
First Merchants Corp
Indiana
$1.54M -$62K -360 -4%
B
732
Bellecapital
Switzerland
$1.54M +$70.7K +411 +5%
WA1
733
Wimmer Associates 1
California
$1.53M – – –
DWM
734
Diversify Wealth Management
Utah
$1.53M -$68.5K -398 -5%
DAS
735
Diversify Advisory Services
Utah
$1.53M +$1.27M +7,366 New
PCM
736
Poehling Capital Management
Wisconsin
$1.52M -$18.2K -106 -1%
PBC
737
Pavion Blue Capital
California
$1.51M +$172 +1 +0%
AFA
738
AA Financial Advisors
Ohio
$1.51M +$44.4K +258 +3%
FTWA
739
Fifth Third Wealth Advisors
Ohio
$1.51M -$37.7K -219 -2%
PFW
740
Petros Family Wealth
Minnesota
$1.51M +$47.5K +276 +3%
ISL
741
Ingalls & Snyder LLC
New York
$1.51M – – –
TBA
742
Tower Bridge Advisors
Pennsylvania
$1.5M -$69.2K -402 -4%
ICP
743
Ilex Capital Partners
United Kingdom
$1.5M +$1.53M +8,864 New
EWA
744
EverSource Wealth Advisors
Alabama
$1.5M -$619K -3,595 -29%
SPC
745
Sigma Planning Corp
Michigan
$1.49M +$6.89K +40 +0.5%
LCS
746
Levin Capital Strategies
New York
$1.48M +$1.51M +8,762 New
FT
747
Fiduciary Trust
Massachusetts
$1.47M -$7.75K -45 -0.5%
FFP
748
FourThought Financial Partners
Florida
$1.47M +$37.7K +219 +3%
AWCI
749
Alpine Woods Capital Investors
New York
$1.46M -$103K -598 -6%
LBC
750
Lowe Brockenbrough & Co
Virginia
$1.45M – – –
28 29
30
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