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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
776
Axxcess Wealth Management
California
$820K -$3.14K -28 -0.4%
BTW
777
Boston Trust Walden
Massachusetts
$818K -$14.9K -133 -2%
EWA
778
EverSource Wealth Advisors
Alabama
$818K +$157K +1,398 +26%
FTWA
779
Fifth Third Wealth Advisors
Ohio
$816K -$52.1K -465 -6%
SG
780
StoneX Group
New York
$815K -$36.9K -329 -5%
PFPT
781
Pinnacle Financial Partners (Tennessee)
Tennessee
$814K +$58K +518 +8%
MA
782
MCF Advisors
Kentucky
$812K +$15.5K +138 +2%
CBA
783
Coastal Bridge Advisors
Connecticut
$807K +$4.93K +44 +0.7%
NP
784
NorthRock Partners
Minnesota
$806K +$57.2K +511 +8%
HWMO
785
Heritage Wealth Management (Ohio)
Ohio
$801K -$72.7K -649 -9%
RIA
786
Retirement Investment Advisors
Oklahoma
$798K – – –
GWAG
787
Garrett Wealth Advisory Group
Texas
$794K – – –
MPI
788
Mairs & Power Inc
Minnesota
$794K -$407K -3,631 -35%
FA
789
Fiduciary Alliance
South Carolina
$791K -$188K -1,679 -20%
CWS
790
Confluence Wealth Services
Pennsylvania
$788K +$2.58K +23 +0.3%
RPCONE
791
Retirement Planning Company of New England
Rhode Island
$786K +$31.5K +281 +4%
PTC
792
Private Trust Company
Ohio
$786K -$35.3K -315 -5%
PSC
793
Portman Square Capital
United Kingdom
$785K +$330K +2,946 +81%
AFIA
794
America First Investment Advisors
Nebraska
$785K -$54.6K -487 -7%
ACP
795
Aviance Capital Partners
Florida
$784K +$70.6K +630 +11%
PCM
796
Polymer Capital Management
New York
$781K +$476K +4,248 +185%
MIM
797
Miller Investment Management
Pennsylvania
$775K – – –
BFIM
798
Beese Fulmer Investment Management
Ohio
$770K +$523K +4,671 +262%
MAM
799
Martingale Asset Management
Massachusetts
$764K -$416K -3,710 -37%
PIM
800
Penobscot Investment Management
Massachusetts
$760K – – –
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