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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
VCA
726
Verdence Capital Advisors
Maryland
$962K -$99.4K -781 -8%
MFG
727
Merit Financial Group
Georgia
$954K +$535K +4,204 +101%
AWM
728
AE Wealth Management
Kansas
$953K -$1.23M -9,708 -54%
GI
729
GAMMA Investing
California
$953K +$2.93K +23 +0.3%
MMPW
730
Mitchell McLeod Pugh & Williams
Alabama
$947K +$1.78K +14 +0.2%
MA
731
MONECO Advisors
Connecticut
$942K +$125K +985 +14%
BP
732
BWM Planning
Texas
$939K – – –
MAM
733
Mystic Asset Management
Rhode Island
$938K +$159K +1,247 +18%
PG
734
Patten Group
Tennessee
$937K -$57.2K -450 -5%
FFA
735
Farther Finance Advisors
California
$933K +$29.1K +229 +3%
LP
736
LMR Partners
United Kingdom
$931K +$1.04M +8,167 +163,340%
IF
737
Intrua Financial
Texas
$931K -$20.1K -158 -2%
MPI
738
Mairs & Power Inc
Minnesota
$925K +$199K +1,566 +24%
CL
739
COWA LLC
Oklahoma
$923K +$127 +1 +0%
SA
740
Strategic Advisors
New York
$920K +$28.4K +223 +3%
SC
741
Searle & Co
Connecticut
$914K -$32.9K -259 -3%
PGFC
742
Peapack-Gladstone Financial Corp
New Jersey
$913K -$47.1K -370 -4%
IFWM
743
Institute for Wealth Management
Colorado
$910K – – –
LGA
744
Lebenthal Global Advisors
New York
$908K +$529K +4,160 +109%
WP
745
Westmount Partners
California
$904K -$1.15K -9 -0.1%
OHWA
746
Oak Hill Wealth Advisors
Virginia
$901K +$1.01M +7,912 New
LCM
747
LRT Capital Management
Texas
$892K +$996K +7,832 New
SFI
748
Siemens Fonds Invest
Germany
$889K +$260K +2,047 +35%
SCM
749
Stevens Capital Management
Pennsylvania
$886K +$989K +7,774 New
EGA
750
Eagle Global Advisors
Texas
$883K +$763K +6,000 +342%
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