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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
1001
Harvest Fund Management
China
$733K – – –
MP
1002
Moment Partners
California
$732K +$13.8K +80 +2%
PGAM
1003
Princeton Global Asset Management
New Jersey
$731K +$111K +645 +18%
NLGIA
1004
Nippon Life Global Investors Americas
New York
$730K -$46.5K -270 -6%
LC
1005
Lincoln Capital
Nebraska
$729K -$25.8K -150 -3%
HFS
1006
Hantz Financial Services
Michigan
$728K +$323K +1,877 +77%
HAI
1007
Hennessy Advisors Inc
California
$724K -$89.2K -518 -11%
MW
1008
MBL Wealth
North Carolina
$724K +$23.2K +135 +3%
WFI
1009
West Family Investments
California
$724K +$737K +4,280 New
AMIM
1010
Aull & Monroe Investment Management
Alabama
$722K +$5.68K +33 +0.8%
SWA
1011
SFMG Wealth Advisors
Texas
$721K +$69.9K +406 +11%
JWWM
1012
Johnson & White Wealth Management
Pennsylvania
$716K – – –
MWM
1013
Modera Wealth Management
New Jersey
$712K +$24.4K +142 +3%
PP
1014
PDS Planning
Ohio
$711K +$58.7K +341 +9%
CIAM
1015
Caitong International Asset Management
Hong Kong
$711K -$1.31M -7,636 -64%
RWM
1016
Ritholtz Wealth Management
New York
$710K +$145K +840 +25%
JWM
1017
Jupiter Wealth Management
Colorado
$710K – – –
FCH
1018
Freestone Capital Holdings
Washington
$709K +$73.3K +426 +11%
JE
1019
Jacobs Equity
Utah
$707K +$129K +751 +22%
AW
1020
Alchemi Wealth
Connecticut
$706K +$3.96K +23 +0.6%
MWM
1021
Modern Wealth Management
Kansas
$705K +$20K +116 +3%
BW
1022
Basepoint Wealth
Iowa
$704K -$31K -180 -4%
TAFW
1023
Tred Avon Family Wealth
Maryland
$701K -$6.89K -40 -1%
BOM
1024
Bank of Marin
California
$700K -$16.2K -94 -2%
BB
1025
Burford Brothers
Texas
$700K +$2.07K +12 +0.3%
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