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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
FWP
901
FAS Wealth Partners
Kansas
$664K -$384 -3 -0.1%
JSSH
902
J. Safra Sarasin Holding
$663K +$72.5K +566 +13%
AIA
903
Armor Investment Advisors
North Carolina
$660K +$9.48K +74 +2%
DP
904
Dearborn Partners
Illinois
$655K +$42.5K +332 +7%
IRC
905
Investors Research Corp
Georgia
$650K – – –
NL
906
NVWM LLC
Pennsylvania
$643K +$22.5K +176 +4%
PWPS
907
Pinnacle Wealth Planning Services
Ohio
$642K -$1.02K -8 -0.2%
NLGIA
908
Nippon Life Global Investors Americas
New York
$639K -$178K -1,390 -23%
AGP
909
Autumn Glory Partners
Texas
$638K – – –
ANTB
910
AMG National Trust Bank
Colorado
$637K – – –
EFG
911
Everhart Financial Group
Ohio
$632K +$161K +1,253 +37%
KIA
912
KCM Investment Advisors
California
$631K +$9.48K +74 +2%
AAS
913
Annex Advisory Services
Wisconsin
$628K -$181K -1,414 -23%
BHWM
914
Bar Harbor Wealth Management
New Hampshire
$627K -$16.1K -126 -3%
EC
915
EntryPoint Capital
New York
$625K +$589K +4,595 New
LCM
916
LVM Capital Management
Michigan
$625K -$6.41K -50 -1%
FCP
917
Fidelis Capital Partners
Florida
$621K +$177K +1,381 +43%
TCOV
918
Trust Company of Vermont
Vermont
$621K – – –
AO
919
Advisor OS
Illinois
$620K -$21K -164 -3%
CWM
920
Connecticut Wealth Management
Connecticut
$616K – – –
A
921
AlphaQuest
New York
$615K +$2.95K +23 +0.5%
WA
922
WP Advisors
California
$613K +$4.74K +37 +0.8%
MIM
923
Merrion Investment Management
New Jersey
$612K – – –
GWMI
924
Guardian Wealth Management (Illinois)
Illinois
$610K -$8.2K -64 -1%
AWS
925
Arkfeld Wealth Strategies
Nebraska
$609K +$3.59K +28 +0.6%
35 36
37
38 39