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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1026
Lindbrook Capital
California
$229K +$1.27K +15 +0.6%
BOS
1027
Bank of Stockton
California
$228K -$8.44K -100 -4%
FI
1028
Financial Insights
Washington
$228K +$22.5K +266 New
AIC
1029
Ameritas Investment Company
Nebraska
$227K -$54K -640 -20%
FMLI
1030
Fukoku Mutual Life Insurance
Japan
$227K – – –
MCM
1031
Manchester Capital Management
Vermont
$227K +$31K +367 +16%
CPIG
1032
Chicago Partners Investment Group
Illinois
$226K +$11.1K +131 +5%
SS
1033
Simplicity Solutions
Minnesota
$226K +$222K +2,631 New
APW
1034
Acima Private Wealth
Virginia
$223K – – –
LWM
1035
Liberty Wealth Management
California
$223K +$7.09K +84 +3%
MSAM
1036
Moloney Securities Asset Management
Missouri
$223K +$219K +2,595 New
WTB
1037
Washington Trust Bank
Washington
$222K -$3.71K -44 -2%
JFA
1038
JNBA Financial Advisors
Minnesota
$221K -$10.8K -128 -5%
BFS
1039
Bradley Foster & Sargent
Connecticut
$221K – – –
CG
1040
CFO4Life Group
Texas
$221K – – –
JGC
1041
J. Goldman & Co
New York
$221K +$218K +2,577 New
CFA
1042
CWS Financial Advisors
Michigan
$220K – – –
BONH
1043
Bank of New Hampshire
New Hampshire
$220K +$216K +2,562 New
FMWA
1044
Forvis Mazars Wealth Advisors
Missouri
$219K -$95.9K -1,136 -31%
NFGCM
1045
Norman Fields Gottscho Capital Management
New York
$219K -$1.69K -20 -0.8%
CIC
1046
Crawford Investment Counsel
Georgia
$219K – – –
DAC
1047
Dividend Assets Capital
South Carolina
$219K – – –
SIC
1048
Samalin Investment Counsel
New York
$219K +$338 +4 +0.2%
LPIC
1049
LeJeune Puetz Investment Counsel
Michigan
$218K – – –
PT
1050
Plimoth Trust
Massachusetts
$217K – – –
40 41
42
43 44