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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
VC
926
Veracity Capital
Georgia
$607K -$27.7K -216 -5%
BAWM
927
Bennett Associates Wealth Management
Pennsylvania
$605K -$14.3K -112 -2%
NWAG
928
Net Worth Advisory Group
Utah
$604K -$95.2K -743 -14%
MWM
929
Modern Wealth Management
Kansas
$603K -$3.97K -31 -0.7%
PAA
930
Peregrine Asset Advisers
Oregon
$603K – – –
WPP
931
Whalerock Point Partners
Rhode Island
$601K +$87.1K +680 +18%
WT
932
Whittier Trust
California
$601K +$24.7K +193 +4%
PAM
933
Palisade Asset Management
Minnesota
$597K -$1.92K -15 -0.3%
EW
934
Evoke Wealth
California
$597K +$93.3K +728 +20%
FFN
935
Focus Financial Network
Minnesota
$597K +$128 +1 +0%
RWP
936
RWA Wealth Partners
Massachusetts
$591K +$115K +896 +26%
PP
937
Patron Partners
Texas
$591K +$54.4K +425 +11%
ICM
938
Islay Capital Management
Texas
$590K -$38.4K -300 -6%
RIA
939
Richwood Investment Advisors
Ohio
$586K – – –
GFP
940
Gryphon Financial Partners
Ohio
$586K +$2.05K +16 +0.4%
MAM
941
Martingale Asset Management
Massachusetts
$585K -$269K -2,097 -33%
HT
942
Headlands Technologies
Illinois
$585K +$551K +4,300 New
PCA
943
Prosperity Capital Advisors
Ohio
$584K +$10.1K +79 +2%
ACP
944
Argyle Capital Partners
California
$583K -$1.79K -14 -0.3%
FNBT
945
FineMark National Bank & Trust
Florida
$580K -$8.33K -65 -2%
JWWM
946
Johnson & White Wealth Management
Pennsylvania
$576K +$128 +1 +0%
NP
947
Nilsine Partners
Colorado
$573K +$64.6K +504 +14%
LC
948
Lincoln Capital
Nebraska
$571K -$24.5K -191 -4%
CI
949
CX Institutional
Indiana
$570K +$147K +1,145 +38%
SMA
950
Sage Mountain Advisors
Georgia
$569K +$261K +2,035 +95%
36 37
38
39 40