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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
IAN
851
Integrated Advisors Network
Texas
$754K -$176K -1,308 -18%
WCM
852
Whitener Capital Management
North Carolina
$754K +$33.6K +250 +4%
VA
853
VestGen Advisors
Illinois
$753K +$402K +2,986 +105%
EWM
854
EPG Wealth Management
Georgia
$751K -$9.02K -67 -1%
FDP
855
Financiere des Professionnels
Quebec, Canada
$747K – – –
KFS
856
Keynote Financial Services
Connecticut
$747K -$4.58K -34 -0.6%
WTC
857
WhitTier Trust Company
Nevada
$747K – – –
TWP
858
Tyche Wealth Partners
Texas
$744K +$13.5K +100 +2%
NP
859
NorthRock Partners
Minnesota
$740K -$510K -3,789 -40%
WIA
860
Westbourne Investment Advisors
Maryland
$739K – – –
AWA
861
Aaron Wealth Advisors
Illinois
$733K +$84.1K +625 +12%
FNBTCON
862
First National Bank & Trust Co of Newtown
Pennsylvania
$733K – – –
ONST
863
Old North State Trust
North Carolina
$731K +$74.3K +552 +11%
SIA
864
Soltis Investment Advisors
Utah
$731K +$396K +2,945 +108%
AWC
865
Abundance Wealth Counselors
Pennsylvania
$730K +$6.73K +50 +0.9%
BEAM
866
Baker Ellis Asset Management
Washington
$730K -$127K -940 -14%
VA
867
Veratis Advisors
North Carolina
$730K +$624K +4,634 New
ETC
868
Exchange Traded Concepts
Oklahoma
$729K -$219K -1,630 -22%
PL
869
Perpetual Ltd
Australia
$727K +$405K +3,011 +115%
SC
870
Saturna Capital
Washington
$726K +$248K +1,843 +49%
JSSH
871
J. Safra Sarasin Holding
$724K +$98.7K +733 +15%
SCM
872
Stevens Capital Management
Pennsylvania
$721K -$437K -3,246 -37%
BOH
873
Bank of Hawaii
Hawaii
$719K +$40.2K +299 +6%
LI
874
LVZ Inc
Michigan
$719K +$1.08K +8 +0.1%
AWM
875
Angeles Wealth Management
California
$715K +$192K +1,428 +35%
33 34
35
36 37