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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1001
Lincoln Capital
Nebraska
$729K -$25.8K -150 -3%
HFS
1002
Hantz Financial Services
Michigan
$728K +$323K +1,877 +77%
HAI
1003
Hennessy Advisors Inc
California
$724K -$89.2K -518 -11%
MW
1004
MBL Wealth
North Carolina
$724K +$23.2K +135 +3%
WFI
1005
West Family Investments
California
$724K +$737K +4,280 New
AMIM
1006
Aull & Monroe Investment Management
Alabama
$722K +$5.68K +33 +0.8%
SWA
1007
SFMG Wealth Advisors
Texas
$721K +$69.9K +406 +11%
JWWM
1008
Johnson & White Wealth Management
Pennsylvania
$716K – – –
MWM
1009
Modera Wealth Management
New Jersey
$712K +$24.4K +142 +3%
PP
1010
PDS Planning
Ohio
$711K +$58.7K +341 +9%
CIAM
1011
Caitong International Asset Management
Hong Kong
$711K -$1.31M -7,636 -64%
RWM
1012
Ritholtz Wealth Management
New York
$710K +$145K +840 +25%
JWM
1013
Jupiter Wealth Management
Colorado
$710K – – –
FCH
1014
Freestone Capital Holdings
Washington
$709K +$73.3K +426 +11%
JE
1015
Jacobs Equity
Utah
$707K +$129K +751 +22%
AW
1016
Alchemi Wealth
Connecticut
$706K +$3.96K +23 +0.6%
MWM
1017
Modern Wealth Management
Kansas
$705K +$20K +116 +3%
BW
1018
Basepoint Wealth
Iowa
$704K -$31K -180 -4%
TAFW
1019
Tred Avon Family Wealth
Maryland
$701K -$6.89K -40 -1%
BOM
1020
Bank of Marin
California
$700K -$16.2K -94 -2%
BB
1021
Burford Brothers
Texas
$700K +$2.07K +12 +0.3%
SA
1022
SAM Advisors
California
$699K – – –
AIA
1023
Armor Investment Advisors
North Carolina
$699K -$39.6K -230 -5%
1M
1024
1248 Management
Missouri
$699K +$497K +2,888 +232%
MIC
1025
Means Investment Company
Maine
$696K -$21.3K -124 -3%
39 40
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