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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CAWM
726
Capital Advisors Wealth Management
Washington
$1.11M +$24K +178 +2%
BRWA
727
B. Riley Wealth Advisors
Florida
$1.1M -$46.7K -347 -4%
SM
728
Sciencast Management
New Jersey
$1.09M +$1.13M +8,423 New
FT
729
Fiduciary Trust
Massachusetts
$1.09M -$8.35K -62 -0.7%
MAM
730
Mystic Asset Management
Rhode Island
$1.08M -$18.2K -135 -2%
VSQM
731
V-Square Quantitative Management
Illinois
$1.08M +$1.13M +8,401 New
GC
732
Grimes & Company
Massachusetts
$1.08M +$9.02K +67 +0.8%
CAM
733
Cidel Asset Management
Ontario, Canada
$1.08M +$31.9K +237 +3%
NL
734
Navalign LLC
California
$1.07M +$59.5K +442 +6%
LGA
735
Lebenthal Global Advisors
New York
$1.07M +$68.5K +509 +7%
JCFM
736
JBR Co Financial Management
Oklahoma
$1.06M – – –
CFG
737
Citizens Financial Group
Rhode Island
$1.06M -$421K -3,126 -28%
AGWCA
738
Annis Gardner Whiting Capital Advisors
Florida
$1.06M +$6.86K +51 +0.6%
NAS
739
Nicolet Advisory Services
Wisconsin
$1.06M +$50.2K +373 +5%
ATC
740
Argent Trust Co
Tennessee
$1.05M -$33.9K -252 -3%
SEA
741
Stegent Equity Advisors
Texas
$1.05M – – –
CIA
742
Caerus Investment Advisors
Texas
$1.05M +$352K +2,614 +47%
WAAG
743
Wealth Alliance Advisory Group
Kansas
$1.05M -$11.8K -88 -1%
FTWA
744
Fifth Third Wealth Advisors
Ohio
$1.05M +$6.46K +48 +0.6%
BIA
745
Barry Investment Advisors
Massachusetts
$1.05M +$3.63K +27 +0.3%
ABTD
746
Arvest Bank Trust Division
Oklahoma
$1.04M +$28K +208 +3%
SC
747
Searle & Co
Connecticut
$1.03M – – –
SCM
748
SCS Capital Management
Massachusetts
$1.03M +$17.8K +132 +2%
DB
749
Danske Bank
Denmark
$1.02M +$296K +2,200 +38%
WP
750
Westmount Partners
California
$1.02M -$942 -7 -0.1%
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