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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWP
951
Premier Path Wealth Partners
New Jersey
$595K -$141K -1,048 -19%
KIA
952
KCM Investment Advisors
California
$594K -$4.84K -36 -0.8%
MPWS
953
McCarter Private Wealth Services
Massachusetts
$593K +$179K +1,328 +41%
AU
954
AlphaGrep UK
$590K +$615K +4,571 New
GS
955
GTS Securities
Florida
$585K +$610K +4,532 New
GS
956
GWN Securities
Florida
$582K +$71.6K +532 +13%
PCA
957
Prosperity Capital Advisors
Ohio
$581K +$27.9K +207 +5%
VC
958
Veracity Capital
Georgia
$578K +$2.56K +19 +0.4%
WAS
959
Wealth Advisory Solutions
Indiana
$578K -$214K -1,590 -26%
LC
960
Lincoln Capital
Nebraska
$576K +$22.6K +168 +4%
BHWM
961
Bar Harbor Wealth Management
New Hampshire
$574K -$22.5K -167 -4%
PAA
962
Peregrine Asset Advisers
Oregon
$573K +$1.88K +14 +0.3%
AIA
963
Armor Investment Advisors
North Carolina
$573K -$56K -416 -9%
GWMI
964
Guardian Wealth Management (Illinois)
Illinois
$572K -$6.59K -49 -1%
TCBWMS
965
Texas Capital Bank Wealth Management Services
Texas
$571K +$595K +4,423 New
FFN
966
Focus Financial Network
Minnesota
$571K +$4.71K +35 +0.8%
QT
967
Quantbot Technologies
New York
$567K -$1.79M -13,303 -75%
LCM
968
LVM Capital Management
Michigan
$567K -$26.9K -200 -4%
BW
969
Basepoint Wealth
Iowa
$567K -$122K -910 -17%
WA
970
WP Advisors
California
$566K -$15.9K -118 -3%
IPW
971
Impact Partnership Wealth
Georgia
$566K +$590K +4,383 New
WWM
972
Western Wealth Management
Colorado
$565K +$37.1K +276 +7%
WWC
973
Waypoint Wealth Counsel
Georgia
$561K +$73.9K +549 +14%
ICM
974
Islay Capital Management
Texas
$559K – – –
BAWM
975
Bennett Associates Wealth Management
Pennsylvania
$558K -$16.3K -121 -3%
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