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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
NAMA
901
Nikko Asset Management Americas
New York
$677K -$63.3K -469 -8%
SLWA
902
San Luis Wealth Advisors
California
$677K +$350K +2,590 +101%
WAM
903
Weatherly Asset Management
California
$676K +$20K +148 +3%
AWC
904
Abundance Wealth Counselors
Pennsylvania
$674K +$692K +5,124 New
NWMG
905
Nicholson Wealth Management Group
South Carolina
$672K +$690K +5,110 New
AWS
906
Arkfeld Wealth Strategies
Nebraska
$669K +$9.59K +71 +1%
SF
907
Symphony Financial
Texas
$669K +$32.4K +240 +5%
SWM
908
SeaCrest Wealth Management
New York
$669K -$383K -2,836 -36%
QCG
909
Quadrant Capital Group
Ohio
$669K -$16.7K -124 -2%
WPW
910
Waldron Private Wealth
Pennsylvania
$668K +$23.6K +175 +4%
LCM
911
LVM Capital Management
Michigan
$667K – – –
HIA
912
Harbor Investment Advisory
Maryland
$667K -$32K -237 -4%
BHWM
913
Bar Harbor Wealth Management
New Hampshire
$662K – – –
PCM
914
Prelude Capital Management
New York
$660K +$678K +5,018 New
AC
915
AlphaCore Capital
California
$654K +$60.9K +451 +10%
RG
916
Rathbones Group
United Kingdom
$653K -$186K -1,374 -22%
GPA
917
Garrison Point Advisors
California
$651K – – –
FWP
918
FAS Wealth Partners
Kansas
$650K -$3.11K -23 -0.5%
ICM
919
Islay Capital Management
Texas
$649K +$40.5K +300 +6%
FLPIM
920
F.L. Putnam Investment Management
Massachusetts
$645K -$257K -1,907 -28%
EWM
921
EPG Wealth Management
Georgia
$643K +$661K +4,895 New
CIAS
922
CFS Investment Advisory Services
New Jersey
$643K -$584K -4,327 -47%
JHCP
923
Jackson Hole Capital Partners
Oklahoma
$641K – – –
FFN
924
Focus Financial Network
Minnesota
$639K +$14K +104 +2%
NICM
925
Neo Ivy Capital Management
New York
$638K +$655K +4,852 New
35 36
37
38 39