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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
FMLI
801
Fukoku Mutual Life Insurance
Japan
$326K +$23.3K +300 +8%
BFC
802
Blue Fin Capital
Rhode Island
$322K -$15.5K -200 -5%
ST
803
Spinnaker Trust
Maine
$319K -$8.71K -112 -3%
LDB
804
Lee, Danner & Bass
Tennessee
$318K +$9.72K +125 +3%
WSTAM
805
Wilbanks Smith & Thomas Asset Management
Virginia
$317K -$175K -2,250 -36%
CA
806
CapWealth Advisors
Tennessee
$316K – – –
KA
807
Kovack Advisors
Florida
$316K +$305K +3,922 New
IIM
808
Ipswich Investment Management
Massachusetts
$315K – – –
BFIM
809
Beese Fulmer Investment Management
Ohio
$315K +$7.77K +100 +3%
AUB
810
Atlantic Union Bankshares
Virginia
$313K – – –
TIA
811
Tiemann Investment Advisors
California
$312K – – –
JIC
812
Joel Isaacson & Co
New York
$312K +$155K +2,000 +107%
PBO
813
Peoples Bank (Ohio)
Ohio
$310K +$1.94K +25 +0.7%
BHBT
814
Burke & Herbert Bank & Trust
Virginia
$310K +$68.3K +879 +30%
AW
815
ACG Wealth
Georgia
$308K +$10.8K +139 +4%
MAM
816
Meeder Asset Management
Ohio
$303K -$1.22M -15,679 -81%
DLA
817
Douglas Lane & Associates
New York
$303K -$3.11K -40 -1%
MA
818
Montag & Associates
Georgia
$303K +$29.6K +381 +11%
PAM
819
Private Asset Management
California
$302K -$3.89K -50 -1%
FTIOP
820
Fiduciary Trust International of Pennsylvania
Pennsylvania
$301K -$456K -5,870 -61%
JG
821
Jefferies Group
New York
$300K -$2.83M -36,394 -91%
SWM
822
Segment Wealth Management
Texas
$299K -$98.7K -1,270 -25%
MWM
823
Modera Wealth Management
New Jersey
$299K +$289K +3,718 New
OPTFSNA
824
Old Point Trust & Financial Services N A
Virginia
$294K -$3.89K -50 -1%
WA
825
WealthTrust Axiom
Pennsylvania
$294K +$233 +3 +0.1%
31 32
33
34 35