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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1026
Arete Wealth Advisors
Illinois
$303K +$30.4K +361 +11%
AIM
1027
Athena Investment Management
California
$300K +$296K +3,523 New
IA
1028
IFG Advisory
Georgia
$299K -$20.4K -243 -7%
ST
1029
Spinnaker Trust
Maine
$299K -$10.3K -123 -3%
OPS
1030
Orion Portfolio Solutions
Nebraska
$298K -$32.7K -389 -10%
MM
1031
MQS Management
New York
$298K +$22.5K +267 +8%
SW
1032
SVB Wealth
Massachusetts
$298K +$49.2K +585 +20%
DILIC
1033
Dai-ichi Life Insurance Company
Japan
$297K – – –
WA
1034
WBH Advisory
Maryland
$296K -$54.9K -653 -16%
MIM
1035
MTM Investment Management
South Carolina
$296K -$42.1K -500 -13%
TWM
1036
Tolleson Wealth Management
Texas
$296K – – –
FMWA
1037
Forvis Mazars Wealth Advisors
Missouri
$296K +$43.2K +513 +18%
PA
1038
PFG Advisors
Arizona
$295K -$63.5K -755 -18%
PP
1039
PDS Planning
Ohio
$295K +$14.3K +170 +5%
WSTAM
1040
Wilbanks Smith & Thomas Asset Management
Virginia
$295K +$39.5K +469 +17%
RVPG
1041
Relative Value Partners Group
$294K +$337 +4 +0.1%
BA
1042
Ballew Advisors
Mississippi
$293K – – –
EGA
1043
E&G Advisors
Texas
$290K – – –
AIM
1044
Allen Investment Management
New York
$289K – – –
CT
1045
Chicago Trust
Illinois
$289K +$282K +3,351 New
JSL
1046
JT Stratford LLC
Georgia
$288K +$31.7K +377 +13%
FPAS
1047
Focus Partners Advisor Solutions
Missouri
$288K +$280K +3,331 New
GJIC
1048
Gamble Jones Investment Counsel
California
$287K -$12.2K -145 -4%
RIG
1049
Roosevelt Investment Group
New York
$287K +$279K +3,320 New
FWP
1050
FAS Wealth Partners
Kansas
$286K +$3.03K +36 +1%
40 41
42
43 44