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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1051
Lindbrook Capital
California
$209K +$16.5K +218 +8%
QCG
1052
Quadrant Capital Group
Ohio
$209K +$34.4K +455 +19%
SW
1053
SVB Wealth
Massachusetts
$208K -$53.9K -713 -20%
BHBT
1054
Burke & Herbert Bank & Trust
Virginia
$208K -$45.1K -596 -17%
PC
1055
Port Capital
Illinois
$208K – – –
SICM
1056
Sustainable Insight Capital Management
New York
$208K +$217K +2,868 New
CSIA
1057
Carl Stuart Investment Advisor
Texas
$207K +$216K +2,863 New
FMTC
1058
Farmers & Merchants Trust Company
California
$205K -$132K -1,752 -38%
TW
1059
TrinityPoint Wealth
Connecticut
$204K -$45.2K -598 -18%
SI
1060
Saxon Interests
Texas
$204K +$179K +2,363 New
FAIM
1061
Financial Advocates Investment Management
Washington
$204K +$212K +2,810 New
CC
1062
Cadinha & Co
Hawaii
$204K +$213K +2,815 New
RPC
1063
Rossmore Private Capital
Connecticut
$203K +$212K +2,801 New
RC
1064
Roundview Capital
New Jersey
$203K +$212K +2,805 New
WSTAM
1065
Wilbanks Smith & Thomas Asset Management
Virginia
$202K -$17.5K -232 -8%
HWA
1066
HCR Wealth Advisors
California
$202K -$5.9K -78 -3%
PL
1067
Plancorp LLC
Missouri
$202K +$211K +2,791 New
AWM
1068
Aries Wealth Management
Maine
$201K +$210K +2,773 New
CIAS
1069
Capital Investment Advisory Services
North Carolina
$201K +$210K +2,773 New
ACA
1070
Atlas Capital Advisors
Wyoming
$201K +$140K +1,855 +203%
AF
1071
Allworth Financial
California
$200K -$31K -410 -13%
MMG
1072
Monetary Management Group
Missouri
$194K – – –
GCM
1073
Gables Capital Management
Florida
$192K -$7.56K -100 -4%
CA
1074
Cornerstone Advisory
Maryland
$190K +$198K +2,623 New
CA
1075
CoreCap Advisors
Michigan
$187K +$195K +2,579 New
41 42
43
44 45