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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
UH
1026
Unigestion Holding
Switzerland
$549K -$76.1K -514 -11%
LFG
1027
Larson Financial Group
Missouri
$546K +$385K +2,599 +205%
PGAM
1028
Princeton Global Asset Management
New Jersey
$546K -$25.5K -172 -4%
GSCM
1029
Greenfield Seitz Capital Management
Texas
$545K -$22.9K -155 -4%
SPWG
1030
Syntegra Private Wealth Group
Missouri
$543K +$384K +2,593 +207%
MAM
1031
Montchanin Asset Management
Delaware
$541K – – –
GWM
1032
Geneos Wealth Management
Colorado
$540K -$81.7K -552 -13%
ST
1033
Spinnaker Trust
Maine
$538K -$1.63K -11 -0.3%
JSL
1034
JT Stratford LLC
Georgia
$537K +$6.66K +45 +1%
XT
1035
XTX Topco
Cayman Islands
$534K +$560K +3,786 New
4WM
1036
49 Wealth Management
Texas
$534K -$7.55K -51 -1%
BA
1037
Ballew Advisors
Mississippi
$533K – – –
BAWM
1038
Bennett Associates Wealth Management
Pennsylvania
$529K -$51.5K -348 -9%
DB
1039
Danske Bank
Denmark
$528K – – –
TWM
1040
Thrive Wealth Management
Pennsylvania
$528K -$58K -392 -9%
BOPW
1041
Brandywine Oak Private Wealth
Pennsylvania
$527K -$1.04K -7 -0.2%
WA
1042
WESPAC Advisors
California
$526K -$578K -3,903 -51%
RA
1043
Ransom Advisory
Rhode Island
$526K – – –
HDIM
1044
Hanson & Doremus Investment Management
Vermont
$524K -$6.81K -46 -1%
UCI
1045
Uncommon Cents Investing
Wisconsin
$522K – – –
CFG
1046
Citizens Financial Group
Rhode Island
$521K +$222K +1,497 +68%
SSA
1047
Schonfeld Strategic Advisors
New York
$521K +$125K +847 +30%
CIA
1048
Capital Investment Advisors
Georgia
$520K +$120K +812 +28%
BIM
1049
Bridges Investment Management
Nebraska
$518K +$543K +3,668 New
FFS
1050
Founders Financial Securities
Maryland
$517K +$69K +466 +15%
40 41
42
43 44