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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
NAMA
926
Nikko Asset Management Americas
New York
$547K -$7.76K -63 -1%
RIA
927
Richwood Investment Advisors
Ohio
$546K – – –
FFN
928
Focus Financial Network
Minnesota
$545K -$19.3K -157 -3%
AS
929
Aware Super
Australia
$545K -$1.2M -9,746 -69%
GHA
930
GW Henssler & Associates
Georgia
$544K -$757K -6,143 -58%
PP
931
Patron Partners
Texas
$542K -$2.34K -19 -0.4%
DFG
932
Demars Financial Group
Washington
$542K +$58.2K +472 +12%
FNBT
933
FineMark National Bank & Trust
Florida
$541K -$251K -2,033 -32%
CAG
934
Csenge Advisory Group
Florida
$541K -$661K -5,363 -50%
EFMC
935
Empire Financial Management Company
New York
$539K +$98K +795 +22%
TCOV
936
Trust Company of Vermont
Vermont
$538K -$51.8K -420 -9%
MIC
937
Means Investment Company
Maine
$535K -$39.2K -318 -7%
CW
938
CreativeOne Wealth
Kansas
$534K +$40.4K +328 +8%
WA
939
WP Advisors
California
$534K +$5.05K +41 +1%
CIA
940
Capital Investment Advisors
Georgia
$533K +$20.8K +169 +4%
RBI
941
Raiffeisen Bank International
Austria
$532K +$162K +1,314 +43%
OPTFSNA
942
Old Point Trust & Financial Services N A
Virginia
$532K – – –
MWM
943
Modera Wealth Management
New Jersey
$532K -$9.49K -77 -2%
AWM
944
Angeles Wealth Management
California
$530K +$7.27K +59 +1%
BAM
945
Belpointe Asset Management
Nevada
$530K -$107K -865 -17%
GCP
946
GSA Capital Partners
United Kingdom
$530K +$529K +4,295 New
4WM
947
49 Wealth Management
Texas
$527K +$1.36K +11 +0.3%
TNBTD
948
Trustmark National Bank Trust Department
Mississippi
$527K -$59.8K -485 -10%
WWM
949
Western Wealth Management
Colorado
$526K -$1.29M -10,433 -71%
JSSH
950
J. Safra Sarasin Holding
$526K -$2.1M -17,020 -80%
36 37
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