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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
1026
Corbyn Investment Management
Maryland
$411K – – –
FM
1027
Foster & Motley
Ohio
$410K -$39.9K -356 -9%
LCWP
1028
Legacy Capital Wealth Partners
Arkansas
$410K +$26K +232 +7%
WIC
1029
Woodmont Investment Counsel
Tennessee
$409K -$2.24K -20 -0.6%
MCA
1030
MSH Capital Advisors
Arizona
$408K -$4.26K -38 -1%
RSWM
1031
Robertson Stephens Wealth Management
California
$408K +$4.48K +40 +1%
TWM
1032
Tanager Wealth Management
United Kingdom
$407K +$2.8K +25 +0.7%
FMWA
1033
Forvis Mazars Wealth Advisors
Missouri
$407K -$22.3K -199 -6%
UWP
1034
Uniting Wealth Partners
Kansas
$407K +$560 +5 +0.1%
EFG
1035
Everhart Financial Group
Ohio
$405K -$95.9K -856 -20%
RWM
1036
Riverbend Wealth Management
South Carolina
$405K +$16.7K +149 +5%
MSWM
1037
Master's Wealth Management
Pennsylvania
$405K +$110K +981 +41%
UCI
1038
Uncommon Cents Investing
Wisconsin
$403K -$7.73K -69 -2%
CC
1039
Courier Capital
New York
$403K – – –
WCG
1040
Weaver Consulting Group
California
$401K -$35.6K -318 -9%
WI
1041
Wedgewood Investors
Pennsylvania
$400K – – –
PL
1042
Perpetual Ltd
Australia
$397K – – –
NHC
1043
Nicholas Hoffman & Company
Georgia
$396K +$372K +3,319 New
AIM
1044
Allen Investment Management
New York
$396K – – –
WG
1045
Welch Group
Alabama
$395K -$21.8K -195 -6%
CAMG
1046
CWA Asset Management Group
Florida
$394K +$132K +1,179 +56%
RC
1047
Roundview Capital
New Jersey
$394K – – –
BEC
1048
Blue Edge Capital
Virginia
$393K +$448 +4 +0.1%
NL
1049
NWAM LLC
Washington
$393K -$45.5K -406 -11%
UPS
1050
UHLMANN PRICE SECURITIES
Illinois
$390K +$108K +966 +42%
40 41
42
43 44