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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWP
876
Premier Path Wealth Partners
New Jersey
$599K -$21.6K -193 -4%
LSA
877
Leonteq Securities AG
Switzerland
$599K +$120K +1,072 +27%
AAM
878
Augustine Asset Management
Florida
$598K -$1.01K -9 -0.2%
CCG
879
Ceeto Capital Group
Florida
$597K +$224K +2,000 +67%
HAI
880
Hennessy Advisors Inc
California
$597K – – –
QOP
881
Quinn Opportunity Partners
Virginia
$597K +$560K +5,000 New
GPA
882
Garrison Point Advisors
California
$594K – – –
MP
883
Moment Partners
California
$591K +$16.4K +146 +3%
VWM
884
Venturi Wealth Management
Texas
$590K +$99.8K +891 +22%
CIAS
885
CFS Investment Advisory Services
New Jersey
$586K +$19.4K +173 +4%
KCIC
886
Kuhn & Co Investment Counsel
Illinois
$585K +$105K +935 +24%
FWP
887
FAS Wealth Partners
Kansas
$582K +$2.8K +25 +0.5%
JHCP
888
Jackson Hole Capital Partners
Oklahoma
$582K +$224 +2 +0%
AWS
889
Arkfeld Wealth Strategies
Nebraska
$575K +$1.23K +11 +0.2%
BIG
890
Brooklyn Investment Group
New York
$573K +$172K +1,536 +47%
AC
891
AlphaCore Capital
California
$570K +$321K +2,866 +150%
AIA
892
Armor Investment Advisors
North Carolina
$570K -$35.5K -317 -6%
IRC
893
Investors Research Corp
Georgia
$570K – – –
ONST
894
Old North State Trust
North Carolina
$568K +$146K +1,306 +38%
BHWM
895
Bar Harbor Wealth Management
New Hampshire
$565K -$4.03K -36 -0.8%
PWPS
896
Pinnacle Wealth Planning Services
Ohio
$564K -$52.9K -472 -9%
AO
897
Advisor OS
Illinois
$563K +$95.7K +854 +22%
AGP
898
Autumn Glory Partners
Texas
$560K +$22.3K +199 +4%
ANTB
899
AMG National Trust Bank
Colorado
$559K -$240K -2,143 -31%
LFG
900
Larson Financial Group
Missouri
$558K -$198K -1,768 -27%
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