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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
PK
976
Pflug Koory
Nebraska
$309K +$10.7K +110 +3%
GF
977
Goodman Financial
Texas
$307K – – –
FNBOH
978
First National Bank of Hutchinson
Kansas
$307K +$108K +1,105 +45%
ECM
979
Estabrook Capital Management
New York
$305K -$27.4K -280 -7%
HA
980
Harbor Advisors
Florida
$305K – – –
MIA
981
MainStreet Investment Advisors
Illinois
$305K +$36.3K +371 +12%
APW
982
Acima Private Wealth
Virginia
$305K +$346K +3,543 New
FBFS
983
First Business Financial Services
Wisconsin
$304K +$345K +3,527 New
WPA
984
West Paces Advisors
Georgia
$303K -$7.04K -72 -2%
RGC
985
Roberts, Glore & Co
Illinois
$303K -$44K -450 -11%
ACM
986
Azimuth Capital Management
Michigan
$303K -$11K -113 -3%
SCA
987
STALEY CAPITAL ADVISERS
Pennsylvania
$302K – – –
LKIM
988
Lawson Kroeker Investment Management
Nebraska
$301K -$4.88K -50 -1%
BP
989
Ballentine Partners
Massachusetts
$300K -$26.9K -275 -7%
UF
990
Univest Financial
Pennsylvania
$300K -$879 -9 -0.3%
AI
991
ArchPoint Investors
Florida
$299K +$339K +3,465 New
SRC
992
Shufro Rose & Co
New York
$296K -$11.1K -114 -3%
BHBT
993
Burke & Herbert Bank & Trust
Virginia
$296K – – –
CG
994
CFO4Life Group
Texas
$295K -$10.3K -105 -3%
TA
995
TFG Advisers
Michigan
$295K +$335K +3,425 New
TWM
996
Tolleson Wealth Management
Texas
$295K +$335K +3,425 New
BW
997
Bison Wealth
Georgia
$294K +$46.5K +476 +16%
BAM
998
Barrett Asset Management
New York
$293K – – –
WOC
999
West Oak Capital
California
$292K -$5.86K -60 -2%
MFW
1000
Mosaic Family Wealth
Missouri
$292K – – –
38 39
40
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