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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
WHG
776
Westwood Holdings Group
Texas
$376K -$244K -3,368 -39%
NFC
777
Northeast Financial Consultants
Connecticut
$375K -$1.11M -15,370 -74%
EWA
778
EP Wealth Advisors
California
$375K -$179K -2,477 -32%
BOPW
779
Brandywine Oak Private Wealth
Pennsylvania
$375K -$48.4K -668 -11%
MHR
780
Matthew Hamilton Rosenberg
$375K +$53.4K +738 +16%
HDIM
781
Hanson & Doremus Investment Management
Vermont
$372K -$108K -1,491 -22%
CCFCSB
782
Cape Cod Five Cents Savings Bank
Massachusetts
$371K -$50.2K -693 -12%
TCOT
783
Trust Company of Toledo
Ohio
$371K -$4.05K -56 -1%
MHI
784
Miller Howard Investments
New York
$370K -$26.4K -365 -6%
BCM
785
Birmingham Capital Management
Alabama
$370K +$135K +1,865 +55%
PWM
786
Prentice Wealth Management
New York
$368K +$2.9K +40 +0.8%
PWPS
787
Pinnacle Wealth Planning Services
Ohio
$367K -$203K -2,800 -35%
IFAM
788
Institutional & Family Asset Management
Colorado
$367K – – –
NIG
789
NFJ Investment Group
Texas
$366K -$83.8K -1,157 -18%
CG
790
Colony Group
Massachusetts
$365K -$2.82K -39 -0.7%
AFP
791
Ausdal Financial Partners
Iowa
$364K +$128K +1,768 +52%
WTC
792
WhitTier Trust Company
Nevada
$363K – – –
SKK
793
Shepherd Kaplan Krochuk
Massachusetts
$361K -$14.5K -200 -4%
FSWA
794
Financial Synergies Wealth Advisors
Texas
$360K +$362 +5 +0.1%
CPC
795
Congress Park Capital
New York
$360K -$36.2K -500 -9%
BAM
796
Belpointe Asset Management
Nevada
$359K -$169K -2,337 -31%
SWM
797
SeaCrest Wealth Management
New York
$358K -$12.7K -175 -3%
AWM
798
Apollon Wealth Management
South Carolina
$358K +$370K +5,112 New
OTPPB
799
Ontario Teachers' Pension Plan Board
Ontario, Canada
$356K -$31.9K -440 -8%
WIC
800
Wilkins Investment Counsel
Massachusetts
$355K – – –
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