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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
FMAEN1
826
Fund Management at Engine No 1
California
$765K +$44K +392 +7%
BCM
827
Birmingham Capital Management
Alabama
$764K +$2.81K +25 +0.4%
M1FG
828
Mach-1 Financial Group
Arkansas
$754K +$704K +6,276 New
FDS
829
First Dallas Securities
Texas
$753K +$703K +6,267 New
AFG
830
American Financial Group
Ohio
$751K – – –
SSB
831
Sandy Spring Bank
Maryland
$746K -$45.8K -408 -6%
EIP
832
Epoch Investment Partners
New York
$746K -$1.46K -13 -0.2%
CWM
833
C2C Wealth Management
Arizona
$743K – – –
BW
834
Bison Wealth
Georgia
$738K +$364K +3,241 +112%
FSC
835
Full Sail Capital
Oklahoma
$738K -$162K -1,439 -19%
VA
836
Valmark Advisers
Ohio
$738K +$6.62K +59 +1%
HH
837
Hilltop Holdings
Texas
$737K -$1.91K -17 -0.3%
IFAM
838
Institutional & Family Asset Management
Colorado
$734K – – –
KBC
839
Key Bridge Compliance
$734K +$685K +6,105 New
WAS
840
Wealth Advisory Solutions
Indiana
$734K +$685K +6,105 New
LFA
841
Legacy Financial Advisors
Kentucky
$733K +$36.1K +322 +6%
CT
842
Caldwell Trust
Florida
$729K +$5.61K +50 +0.8%
MHR
843
Matthew Hamilton Rosenberg
$729K +$17.7K +158 +3%
PFSC
844
Peoples Financial Services Corp
Pennsylvania
$728K – – –
HCA
845
Heck Capital Advisors
Wisconsin
$723K – – –
WIA
846
Westbourne Investment Advisors
Maryland
$723K -$16.8K -150 -2%
CCFCSB
847
Cape Cod Five Cents Savings Bank
Massachusetts
$721K +$337K +3,004 +100%
JFGIW
848
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$721K +$3.7K +33 +0.6%
PCC
849
Park Circle Company
Maryland
$721K – – –
CG
850
Caprock Group
Idaho
$720K -$84.1K -749 -11%
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