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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
ONST
876
Old North State Trust
North Carolina
$695K +$45.1K +352 +7%
LW
877
Linscomb Wealth
Texas
$693K +$769 +6 +0.1%
CIAS
878
CFS Investment Advisory Services
New Jersey
$693K +$28.4K +222 +5%
CWG
879
Cornerstone Wealth Group
North Carolina
$692K +$1.15K +9 +0.2%
RG
880
Rathbones Group
United Kingdom
$692K -$89.7K -700 -12%
WFAG
881
Worth Financial Advisory Group
North Carolina
$691K -$2.43K -19 -0.4%
CFO
882
Callan Family Office
Pennsylvania
$690K -$25.9K -202 -4%
PCA
883
Purkiss Capital Advisors
Connecticut
$690K +$106K +824 +19%
TL
884
Tradewinds LLC
North Carolina
$689K +$649K +5,063 New
RC
885
Rexford Capital
Texas
$688K -$12K -94 -2%
AWA
886
Aaron Wealth Advisors
Illinois
$688K +$167K +1,301 +35%
MHR
887
Matthew Hamilton Rosenberg
$686K – – –
VWM
888
Venturi Wealth Management
Texas
$685K +$11.3K +88 +2%
AAM
889
Augustine Asset Management
Florida
$682K – – –
MP
890
Moment Partners
California
$681K +$6.53K +51 +1%
HAI
891
Hennessy Advisors Inc
California
$680K – – –
QOP
892
Quinn Opportunity Partners
Virginia
$680K – – –
CCG
893
Ceeto Capital Group
Florida
$680K – – –
LCM
894
LRT Capital Management
Texas
$678K -$2.18M -17,043 -77%
JHCP
895
Jackson Hole Capital Partners
Oklahoma
$678K +$12.9K +101 +2%
GPA
896
Garrison Point Advisors
California
$677K – – –
MPWT
897
MassMutual Private Wealth & Trust
Connecticut
$675K -$119K -932 -16%
ECM
898
Evergreen Capital Management
Washington
$674K +$60.9K +475 +11%
AMBIA
899
Allen Mooney & Barnes Investment Advisors
Georgia
$673K -$67K -523 -10%
TCA
900
Transcend Capital Advisors
New Jersey
$672K +$298K +2,328 +89%
34 35
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37 38