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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
951
Summit Financial
New Jersey
$283K +$279K +3,302 New
AC
952
Avestar Capital
New York
$283K -$506 -6 -0.2%
CG
953
Cutler Group
California
$282K +$278K +3,295 New
TCM
954
Triumph Capital Management
Colorado
$282K +$303K +3,586 New
ECM
955
Evergreen Capital Management
Washington
$281K +$30K +355 +12%
AF
956
Allworth Financial
California
$277K +$16.7K +198 +7%
KPW
957
Kore Private Wealth
New York
$277K +$273K +3,232 New
PCIA
958
Prime Capital Investment Advisors
Kansas
$276K +$272K +3,220 New
IC
959
IEQ Capital
California
$275K +$270K +3,200 New
JAG
960
Journey Advisory Group
Kentucky
$274K +$269K +3,188 New
CA
961
Callahan Advisors
Texas
$273K +$268K +3,176 New
FWP
962
FAS Wealth Partners
Kansas
$271K +$12.7K +150 +5%
RSWM
963
Robertson Stephens Wealth Management
California
$271K +$267K +3,160 New
EH
964
Equitable Holdings
New York
$270K -$3.12K -37 -1%
BMC
965
Beaton Management Company
Massachusetts
$269K – – –
OPTFSNA
966
Old Point Trust & Financial Services N A
Virginia
$268K -$2.28K -27 -0.9%
WPP
967
Whalerock Point Partners
Rhode Island
$268K – – –
GW
968
GW & Wade
Massachusetts
$266K -$61.7K -731 -19%
KCM
969
Kanawha Capital Management
Virginia
$266K – – –
SCA
970
STALEY CAPITAL ADVISERS
Pennsylvania
$263K +$30.4K +360 +13%
MRCM
971
M&R Capital Management
New Jersey
$262K -$17.9K -212 -6%
TW
972
TrinityPoint Wealth
Connecticut
$262K +$258K +3,057 New
AWA
973
Alaska Wealth Advisors
Alaska
$261K -$387K -4,588 -60%
IF
974
Insight Folios
North Carolina
$258K +$254K +3,011 New
FDCDDQ
975
Federation des caisses Desjardins du Quebec
Quebec, Canada
$258K -$60.9K -721 -19%
37 38
39
40 41