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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
JSSH
951
J. Safra Sarasin Holding
$526K -$2.1M -17,020 -80%
EFG
952
Everhart Financial Group
Ohio
$525K +$77.4K +628 +17%
SCM
953
Stevens Capital Management
Pennsylvania
$524K -$435K -3,533 -45%
JWWM
954
Johnson & White Wealth Management
Pennsylvania
$523K +$6.66K +54 +1%
WPA
955
West Paces Advisors
Georgia
$514K -$9.98K -81 -2%
MCM
956
Mill Capital Management
North Carolina
$512K -$123 -1 -0%
SA
957
SAM Advisors
California
$511K – – –
SWP
958
Sagespring Wealth Partners
Tennessee
$510K +$194K +1,572 +61%
CI
959
Cigna Investments
Connecticut
$510K -$22.8K -185 -4%
ARC
960
Advisor Resource Council
Texas
$509K +$508K +4,121 New
ZBNA
961
Zions Bancorporation, National Association
Utah
$509K +$508K +4,120 New
ECM
962
Estabrook Capital Management
New York
$507K – – –
BB
963
Burford Brothers
Texas
$507K -$2.34K -19 -0.5%
BCM
964
BluePath Capital Management
Georgia
$503K -$241K -1,953 -32%
PFSC
965
Peoples Financial Services Corp
Pennsylvania
$503K – – –
CAM
966
Campion Asset Management
Virginia
$503K -$8.01K -65 -2%
CHAM
967
Clear Harbor Asset Management
Connecticut
$502K +$99.2K +805 +25%
SPL
968
Smart Portfolios LLC
Washington
$502K -$616 -5 -0.1%
NP
969
Nilsine Partners
Colorado
$502K +$616 +5 +0.1%
RGC
970
Roberts, Glore & Co
Illinois
$502K -$9.24K -75 -2%
VWM
971
Venturi Wealth Management
Texas
$501K +$9.24K +75 +2%
MWM
972
Modern Wealth Management
Kansas
$500K +$132K +1,071 +36%
EWM
973
Empirical Wealth Management
Washington
$500K +$47.6K +386 +11%
1M
974
1248 Management
Missouri
$500K +$66.1K +536 +15%
WA
975
WESPAC Advisors
California
$497K -$19.5K -158 -4%
37 38
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