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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
MRCM
976
M&R Capital Management
New Jersey
$262K -$17.9K -212 -6%
TW
977
TrinityPoint Wealth
Connecticut
$262K +$258K +3,057 New
AWA
978
Alaska Wealth Advisors
Alaska
$261K -$387K -4,588 -60%
IF
979
Insight Folios
North Carolina
$258K +$254K +3,011 New
FDCDDQ
980
Federation des caisses Desjardins du Quebec
Quebec, Canada
$258K -$60.9K -721 -19%
GC
981
Grace Capital
Massachusetts
$257K -$67.5K -800 -21%
GTAM
982
Global Trust Asset Management
Florida
$257K -$9.88K -117 -4%
MIM
983
Merrion Investment Management
New Jersey
$257K – – –
MFW
984
Mosaic Family Wealth
Missouri
$257K +$84 +1 +0%
SI
985
SCP Investment
California
$257K +$43.9K +520 +21%
DWM
986
Dakota Wealth Management
Florida
$256K -$19.1K -226 -7%
FHA
987
First Horizon Advisors
Tennessee
$256K -$13.8K -164 -5%
EGA
988
E&G Advisors
Texas
$253K – – –
LWCFA
989
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$253K +$23.6K +279 +10%
NW
990
NewEdge Wealth
Pennsylvania
$253K +$249K +2,945 New
SIM
991
SSI Investment Management
California
$252K -$1.18K -14 -0.5%
FSC
992
Full Sail Capital
Oklahoma
$252K – – –
MCA
993
Mercer Capital Advisers
New Jersey
$252K – – –
CCA
994
Cobblestone Capital Advisors
New York
$252K +$5.82K +69 +2%
MMG
995
Monetary Management Group
Missouri
$251K +$8.44K +100 +4%
BJL
996
Brighton Jones LLC
Washington
$250K +$36K +427 +17%
PA
997
PFG Advisors
Arizona
$249K – – –
MWPCG
998
Measured Wealth Private Client Group
New Hampshire
$249K +$2.36K +28 +1%
LC
999
LCNB Corp
Ohio
$248K – – –
TAM
1000
Townsend Asset Management
North Carolina
$248K +$84 +1 +0%
38 39
40
41 42