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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
BFAG
976
Blackston Financial Advisory Group
Florida
$434K -$813 -8 -0.2%
KIA
977
KLR Investment Advisors
Rhode Island
$434K -$90.7K -892 -17%
PGAM
978
Princeton Global Asset Management
New Jersey
$433K +$420K +4,130 +2,848%
WA
979
WP Advisors
California
$433K -$21.5K -211 -5%
RIA
980
Realta Investment Advisors
Delaware
$431K -$102K -1,000 -19%
DAC
981
Dividend Assets Capital
South Carolina
$430K – – –
FWTB
982
First Western Trust Bank
Colorado
$430K -$1.63K -16 -0.4%
WCM
983
Weik Capital Management
Pennsylvania
$428K – – –
YAL
984
Your Advocates Ltd
Texas
$427K +$4.17K +41 +1%
DWT
985
Dorsey & Whitney Trust
South Dakota
$422K +$93.6K +921 +28%
WT
986
Whittier Trust
California
$422K -$213K -2,093 -33%
FMB
987
Field & Main Bank
Kentucky
$421K +$7.32K +72 +2%
IF
988
Insight Folios
North Carolina
$420K -$10.1K -99 -2%
NL
989
NWAM LLC
Washington
$418K -$46.6K -458 -10%
MFA
990
Mayflower Financial Advisors
Massachusetts
$414K +$203 +2 +0%
SAM
991
SignalPoint Asset Management
Missouri
$413K -$12.1K -119 -3%
ACM
992
Acrisure Capital Management
Texas
$409K +$411K +4,038 New
LCM
993
Laurion Capital Management
New York
$409K +$410K +4,037 New
SBIA
994
Sheaff Brock Investment Advisors
Indiana
$408K +$34.2K +336 +9%
SAM
995
Strategy Asset Managers
California
$408K -$38.3K -377 -9%
BOPW
996
Brandywine Oak Private Wealth
Pennsylvania
$407K -$9.05K -89 -2%
CCA
997
Childress Capital Advisors
Texas
$406K -$253K -2,486 -38%
BCM
998
Bornite Capital Management
New York
$406K +$407K +4,000 New
WIC
999
Wilkins Investment Counsel
Massachusetts
$404K – – –
RC
1000
Roundview Capital
New Jersey
$403K – – –
38 39
40
41 42