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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
751
Altium Wealth Management
New York
$310K -$27K -443 -7%
TWI
752
Thomas White International
Illinois
$308K – – –
REMPR
753
Roof Eidam Maycock Peralta (REMP)
California
$306K – – –
CCM
754
Covington Capital Management
California
$305K -$24.4K -400 -6%
RBFC
755
Roman Butler Fullerton & Co
Missouri
$304K -$24.3K -399 -6%
WC
756
Westhampton Capital
North Carolina
$304K – – –
CGL
757
Clarius Group LLC
Washington
$304K +$103K +1,682 +40%
AWA
758
Arete Wealth Advisors
Illinois
$301K +$24.5K +401 +7%
DWT
759
Dorsey & Whitney Trust
South Dakota
$301K +$108K +1,770 +44%
PA
760
Procyon Advisors
Connecticut
$299K -$24.1K -395 -6%
CWM
761
Cornerstone Wealth Management
Missouri
$299K -$19.2K -315 -5%
CIC
762
Crawford Investment Counsel
Georgia
$299K +$45.1K +739 +15%
PVWM
763
Point View Wealth Management
New Jersey
$294K +$70.8K +1,161 +26%
PFPT
764
Pinnacle Financial Partners (Tennessee)
Tennessee
$289K +$75.9K +1,243 +29%
BA
765
Bennicas & Associates
California
$288K -$4.09K -67 -1%
APG
766
Abacus Planning Group
South Carolina
$288K +$52K +852 +18%
VFP
767
Verus Financial Partners
Virginia
$288K +$339K +5,554 New
BOPW
768
Brandywine Oak Private Wealth
Pennsylvania
$287K -$45.6K -748 -12%
SC
769
Searle & Co
Connecticut
$287K – – –
RGC
770
Roberts, Glore & Co
Illinois
$285K +$35.5K +582 +12%
OPS
771
Orion Portfolio Solutions
Nebraska
$282K -$51K -836 -13%
CB
772
Cadence Bank
Mississippi
$282K -$30.6K -502 -8%
IA
773
IFG Advisory
Georgia
$281K +$100K +1,639 +43%
ISWM
774
Independent Solutions Wealth Management
New York
$280K -$9.03K -148 -3%
FAIM
775
Financial Advocates Investment Management
Washington
$279K -$72.5K -1,188 -18%
29 30
31
32 33