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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
BSA
801
Bull Street Advisors
Georgia
$1.27M – – –
SLWA
802
San Luis Wealth Advisors
California
$1.26M -$5.15M -29,927 -80%
DIP
803
DT Investment Partners
Pennsylvania
$1.26M – – –
FMI
804
Frec Markets Inc
California
$1.25M +$351K +2,038 +38%
NW
805
NewEdge Wealth
Pennsylvania
$1.25M +$123K +717 +11%
ACP
806
Aviance Capital Partners
Florida
$1.25M +$133K +770 +12%
CBA
807
Coastal Bridge Advisors
Connecticut
$1.24M +$179K +1,039 +16%
FCBT
808
First Citizens Bank & Trust
North Carolina
$1.24M +$32.4K +188 +3%
FG
809
Fiduciary Group
Georgia
$1.23M -$28.7K -167 -2%
HH
810
Hilltop Holdings
Texas
$1.23M +$70.9K +412 +6%
PCA
811
Purkiss Capital Advisors
Connecticut
$1.22M -$183K -1,061 -13%
EAM
812
Erste Asset Management
Austria
$1.22M -$310K -1,800 -20%
SOAM
813
SBI Okasan Asset Management
Japan
$1.22M – – –
RMC
814
Resources Management Corp
Connecticut
$1.21M -$8.61K -50 -0.7%
ANTB
815
AMG National Trust Bank
Colorado
$1.21M +$184K +1,066 +18%
WF
816
Welch & Forbes
Massachusetts
$1.21M +$73K +424 +6%
BIA
817
Barry Investment Advisors
Massachusetts
$1.2M -$126K -733 -9%
KWA
818
Kingswood Wealth Advisors
California
$1.2M +$84.3K +490 +7%
GWCM
819
Godshalk Welsh Capital Management
Pennsylvania
$1.2M – – –
CIA
820
Cladis Investment Advisory
Montana
$1.2M +$172 +1 +0%
AG
821
Ascent Group
Virginia
$1.19M +$545K +3,164 +81%
SA
822
Strategic Advisors
New York
$1.19M +$689 +4 +0.1%
WA
823
WealthTrust Axiom
Pennsylvania
$1.18M +$15.3K +89 +1%
AFG
824
Atomi Financial Group
New York
$1.18M +$156K +909 +15%
HAIM
825
Hunter Associates Investment Management
Pennsylvania
$1.17M -$2.75K -16 -0.2%
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