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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
VA
801
Valmark Advisers
Ohio
$758K -$6.05K -54 -0.8%
LA
802
LexAurum Advisors
Kansas
$756K +$336K +3,000 +90%
PJWM
803
Philip James Wealth Mangement
Georgia
$754K +$112 +1 +0%
PBO
804
Peoples Bank (Ohio)
Ohio
$750K -$16.8K -150 -2%
1SB
805
1ST Source Bank
Indiana
$746K +$10.4K +93 +2%
GS
806
GWN Securities
Florida
$746K +$396K +3,532 +131%
AFG
807
American Financial Group
Ohio
$746K – – –
CRC
808
Curi RMB Capital
Illinois
$745K +$395K +3,528 +130%
SPA
809
Sherbrooke Park Advisers
New York
$743K +$698K +6,231 New
ACG
810
Allen Capital Group
Nebraska
$740K +$62.3K +556 +10%
PA
811
Probity Advisors
Texas
$739K +$97.9K +874 +16%
DIP
812
Davis Investment Partners
North Carolina
$730K +$1.79K +16 +0.3%
BB
813
Busey Bank
Illinois
$729K -$31.3K -279 -4%
WAS
814
Wealth Advisory Solutions
Indiana
$729K +$3.36K +30 +0.5%
NLGIA
815
Nippon Life Global Investors Americas
New York
$727K +$682K +6,090 New
TWP
816
Tyche Wealth Partners
Texas
$726K +$5.71K +51 +0.8%
HCA
817
Heck Capital Advisors
Wisconsin
$722K +$3.14K +28 +0.5%
NAMA
818
Nikko Asset Management Americas
New York
$722K +$182K +1,622 +37%
AAS
819
Annex Advisory Services
Wisconsin
$719K -$409K -3,649 -38%
MWM
820
Mission Wealth Management
California
$718K -$37.3K -333 -5%
BOH
821
Bank of Hawaii
Hawaii
$716K – – –
SSA
822
South Street Advisors
New York
$716K – – –
SFS
823
Strategic Financial Services
New York
$715K – – –
IAN
824
Integrated Advisors Network
Texas
$714K +$49.3K +440 +8%
MGIA
825
Matthew Goff Investment Advisor
Texas
$708K – – –
31 32
33
34 35