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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
LSPW
826
Lake Street Private Wealth
Illinois
$1.07M -$113K -784 -11%
MOS
827
MGO One Seven
Ohio
$1.07M -$101K -699 -10%
NL
828
Navalign LLC
California
$1.07M -$35K -243 -4%
CWM
829
Cornerstone Wealth Management
Missouri
$1.07M +$4.04K +28 +0.4%
MIM
830
Miller Investment Management
Pennsylvania
$1.06M – – –
VA
831
Valmark Advisers
Ohio
$1.06M +$28.8K +200 +3%
RWP
832
RWA Wealth Partners
Massachusetts
$1.06M -$18.3K -127 -2%
BBA
833
Baader Bank Aktiengesellschaft
Germany
$1.05M +$223K +1,545 +31%
GC
834
Grimes & Company
Massachusetts
$1.05M +$657K +4,561 +242%
SSA
835
South Street Advisors
New York
$1.05M – – –
CWS
836
Confluence Wealth Services
Pennsylvania
$1.05M – – –
FNBTCON
837
First National Bank & Trust Co of Newtown
Pennsylvania
$1.04M -$42.9K -298 -4%
MA
838
MONECO Advisors
Connecticut
$1.04M +$39.9K +277 +5%
CAM
839
Cidel Asset Management
Ontario, Canada
$1.03M -$33.9K -235 -4%
SPI
840
Sutton Place Investors
New York
$1.03M +$269K +1,865 +42%
CM
841
Castleark Management
Illinois
$1.02M – – –
AFG
842
American Financial Group
Ohio
$1.02M – – –
BOH
843
Bank of Hawaii
Hawaii
$1.02M +$43.5K +302 +5%
PP
844
Prudential plc
United Kingdom
$1.02M -$2.58M -17,899 -74%
BW
845
Basepoint Wealth
Iowa
$1.02M -$269K -1,864 -23%
CG
846
Caprock Group
Idaho
$1.01M +$8.94K +62 +1%
SIA
847
Schechter Investment Advisors
Michigan
$1.01M +$141K +977 +19%
SIA
848
Schear Investment Advisers
Ohio
$1M +$180K +1,251 +26%
SDIC
849
South Dakota Investment Council
South Dakota
$1M -$3.45M -23,907 -80%
WC
850
Westhampton Capital
North Carolina
$1M – – –
32 33
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35 36