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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
OFS
826
OneAscent Financial Services
Alabama
$726K +$382K +3,098 +113%
KFS
827
Keynote Financial Services
Connecticut
$724K – – –
HC
828
Hendley & Co
Ohio
$721K -$1.16M -9,435 -62%
CFG
829
Citizens Financial Group
Rhode Island
$720K +$196K +1,587 +37%
QL
830
Quarry LP
New York
$720K -$708K -5,748 -50%
C
831
Certuity
Florida
$717K -$986 -8 -0.1%
EPW
832
Endeavor Private Wealth
Kansas
$715K +$592K +4,804 +487%
FNBTCON
833
First National Bank & Trust Co of Newtown
Pennsylvania
$712K -$6.66K -54 -0.9%
RYIA
834
Roehl & Yi Investment Advisors
Oregon
$712K +$9.98K +81 +1%
PVI
835
Pine Valley Investments
New Jersey
$711K -$245K -1,991 -26%
BFM
836
Boothbay Fund Management
New York
$711K +$427K +3,463 +151%
WIA
837
Westbourne Investment Advisors
Maryland
$709K -$12.3K -100 -2%
DB
838
Danske Bank
Denmark
$709K -$37.5K -304 -5%
NAS
839
Nicolet Advisory Services
Wisconsin
$708K -$25.5K -207 -3%
WTC
840
WhitTier Trust Company
Nevada
$707K +$41.9K +340 +6%
FFWA
841
FRG Family Wealth Advisors
Washington
$704K – – –
DAM
842
Doheny Asset Management
California
$702K – – –
ACG
843
Allen Capital Group
Nebraska
$697K +$1.36K +11 +0.2%
LI
844
LVZ Inc
Michigan
$697K – – –
PF
845
Phoenix Financial
Israel
$694K +$690K +5,595 New
TCOT
846
Trust Company of Toledo
Ohio
$689K +$50.5K +410 +8%
ESB
847
Essex Savings Bank
Connecticut
$685K -$493 -4 -0.1%
IAN
848
Integrated Advisors Network
Texas
$684K -$17.4K -141 -2%
GWMI
849
Guardian Wealth Management (Illinois)
Illinois
$681K -$97K -787 -12%
CWS
850
Confluence Wealth Services
Pennsylvania
$677K -$19.1K -155 -2%
32 33
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35 36