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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
LA
801
LexAurum Advisors
Kansas
$756K +$336K +3,000 +90%
PJWM
802
Philip James Wealth Mangement
Georgia
$754K +$112 +1 +0%
PBO
803
Peoples Bank (Ohio)
Ohio
$750K -$16.8K -150 -2%
1SB
804
1ST Source Bank
Indiana
$746K +$10.4K +93 +2%
GS
805
GWN Securities
Florida
$746K +$396K +3,532 +131%
AFG
806
American Financial Group
Ohio
$746K – – –
CRC
807
Curi RMB Capital
Illinois
$745K +$395K +3,528 +130%
SPA
808
Sherbrooke Park Advisers
New York
$743K +$698K +6,231 New
ACG
809
Allen Capital Group
Nebraska
$740K +$62.3K +556 +10%
PA
810
Probity Advisors
Texas
$739K +$97.9K +874 +16%
DIP
811
Davis Investment Partners
North Carolina
$730K +$1.79K +16 +0.3%
BB
812
Busey Bank
Illinois
$729K -$31.3K -279 -4%
WAS
813
Wealth Advisory Solutions
Indiana
$729K +$3.36K +30 +0.5%
NLGIA
814
Nippon Life Global Investors Americas
New York
$727K +$682K +6,090 New
TWP
815
Tyche Wealth Partners
Texas
$726K +$5.71K +51 +0.8%
HCA
816
Heck Capital Advisors
Wisconsin
$722K +$3.14K +28 +0.5%
NAMA
817
Nikko Asset Management Americas
New York
$722K +$182K +1,622 +37%
AAS
818
Annex Advisory Services
Wisconsin
$719K -$409K -3,649 -38%
MWM
819
Mission Wealth Management
California
$718K -$37.3K -333 -5%
BOH
820
Bank of Hawaii
Hawaii
$716K – – –
SSA
821
South Street Advisors
New York
$716K – – –
SFS
822
Strategic Financial Services
New York
$715K – – –
IAN
823
Integrated Advisors Network
Texas
$714K +$49.3K +440 +8%
MGIA
824
Matthew Goff Investment Advisor
Texas
$708K – – –
MPWT
825
MassMutual Private Wealth & Trust
Connecticut
$704K -$18.6K -166 -3%
31 32
33
34 35