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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
901
Alaska Wealth Advisors
Alaska
$315K +$29.9K +396 +10%
PPP
902
Private Portfolio Partners
New Jersey
$313K +$326K +4,316 New
BA
903
Ballew Advisors
Mississippi
$312K – – –
BJL
904
Brighton Jones LLC
Washington
$310K +$324K +4,285 New
RE
905
RBC Europe
United Kingdom
$308K -$193K -2,554 -38%
CPWA
906
Cerro Pacific Wealth Advisors
California
$307K -$22.5K -298 -7%
FM
907
Foster & Motley
Ohio
$307K -$16.6K -219 -5%
SAM
908
SignalPoint Asset Management
Missouri
$306K -$12.7K -168 -4%
FC
909
FORA Capital
Florida
$302K -$461K -6,102 -59%
PA
910
PFG Advisors
Arizona
$302K +$315K +4,170 New
CG
911
Caprock Group
Idaho
$301K -$472K -6,246 -60%
JCM
912
J2 Capital Management
Michigan
$301K +$314K +4,154 New
DGAM
913
Desjardins Global Asset Management
Quebec, Canada
$300K +$313K +4,142 New
LCM
914
LVM Capital Management
Michigan
$299K – – –
SWM
915
Segment Wealth Management
Texas
$297K – – –
EH
916
Equitable Holdings
New York
$297K +$4.46K +59 +1%
JHCP
917
Jackson Hole Capital Partners
Oklahoma
$295K -$39.2K -518 -11%
KA
918
Kovack Advisors
Florida
$295K +$8.39K +111 +3%
WA
919
WBH Advisory
Maryland
$293K +$15.5K +205 +5%
JGUA
920
John G. Ullman & Associates
New York
$291K – – –
VAM
921
Verity Asset Management
North Carolina
$291K +$24.9K +330 +9%
BFPW
922
BOK Financial Private Wealth
Colorado
$290K +$302K +3,996 New
AGP
923
Autumn Glory Partners
Texas
$290K +$302K +4,000 New
KIA
924
KCM Investment Advisors
California
$289K -$2.72K -36 -0.9%
SC
925
Scotia Capital
Ontario, Canada
$287K -$33.3K -441 -10%
35 36
37
38 39