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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
WFAG
951
Worth Financial Advisory Group
North Carolina
$860K +$875K +5,085 New
MBT
952
Montecito Bank & Trust
California
$859K +$15K +87 +2%
LFG
953
Larson Financial Group
Missouri
$855K +$20.3K +118 +2%
LOAMS
954
Lombard Odier Asset Management (Switzerland)
Switzerland
$855K -$103K -600 -11%
VBCG
955
Valley Brook Capital Group
Pennsylvania
$854K +$172 +1 +0%
BF
956
Baring Financial
Washington
$850K -$31.8K -185 -4%
CIC
957
Chilton Investment Company
Connecticut
$848K +$232K +1,349 +37%
AAM
958
Augustine Asset Management
Florida
$847K -$5.51K -32 -0.6%
PPWP
959
Premier Path Wealth Partners
New Jersey
$846K +$15.7K +91 +2%
CCG
960
Ceeto Capital Group
Florida
$845K – – –
RC
961
Rexford Capital
Texas
$845K -$9.64K -56 -1%
SAM
962
Smartleaf Asset Management
Massachusetts
$840K – – –
AGP
963
Autumn Glory Partners
Texas
$836K – – –
VWM
964
Venturi Wealth Management
Texas
$836K +$74.2K +431 +10%
CL
965
CSS LLC
Illinois
$833K +$6.89K +40 +0.8%
KIA
966
KCM Investment Advisors
California
$831K -$25K -145 -3%
BAAM
967
Baker Avenue Asset Management
California
$828K +$40.1K +233 +5%
DWM
968
Drive Wealth Management
Utah
$818K +$143K +830 +21%
GFP
969
Gryphon Financial Partners
Ohio
$818K +$14.6K +85 +2%
GPA
970
Garrison Point Advisors
California
$816K -$26.2K -152 -3%
SB
971
SIG Brokerage
New York
$804K +$600K +3,485 +274%
JTWM
972
Jackson Thornton Wealth Management
Alabama
$803K +$99.2K +576 +14%
1C
973
111 Capital
France
$803K +$213K +1,237 +35%
MPWT
974
MassMutual Private Wealth & Trust
Connecticut
$798K +$6.89K +40 +0.9%
VC
975
Veracity Capital
Georgia
$793K +$25.3K +147 +3%
37 38
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