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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
BA
1051
Ballew Advisors
Mississippi
$476K -$44.1K -328 -9%
BBHC
1052
Brown Brothers Harriman & Co
New York
$475K +$182K +1,349 +58%
PGAM
1053
Princeton Global Asset Management
New Jersey
$475K -$12.9K -96 -3%
DFG
1054
Demars Financial Group
Washington
$469K -$45.1K -335 -8%
SAM
1055
S.A. Mason
Michigan
$468K – – –
RP
1056
Riverwater Partners
Wisconsin
$468K -$7.4K -55 -1%
CIC
1057
Crawford Investment Counsel
Georgia
$467K -$41.1K -305 -8%
BAM
1058
Belpointe Asset Management
Nevada
$466K +$11.8K +88 +3%
NL
1059
NWAM LLC
Washington
$465K +$31.8K +236 +8%
UPS
1060
UHLMANN PRICE SECURITIES
Illinois
$464K +$15.5K +115 +3%
NPT
1061
National Philanthropic Trust
Pennsylvania
$459K +$479K +3,557 New
SWP
1062
Strategic Wealth Partners
Ohio
$458K – – –
HA
1063
Harbor Advisors
Florida
$457K – – –
AWM
1064
Atticus Wealth Management
Florida
$455K -$64.2K -477 -12%
SFS
1065
Sharp Financial Services
Pennsylvania
$455K +$88.6K +658 +23%
CIAS
1066
Capital Investment Advisory Services
North Carolina
$454K -$12.9K -96 -3%
HWA
1067
HCR Wealth Advisors
California
$454K +$5.52K +41 +1%
FMB
1068
Field & Main Bank
Kentucky
$453K -$27.5K -204 -5%
SIP
1069
Snowwater Investment Partners
Connecticut
$453K +$472K +3,510 New
SCM
1070
Schnieders Capital Management
California
$453K – – –
HAI
1071
Hennessy Advisors Inc
California
$452K -$202K -1,500 -30%
WIC
1072
Woodmont Investment Counsel
Tennessee
$450K – – –
SC
1073
Sapient Capital
Indiana
$449K +$467K +3,469 New
JAG
1074
Journey Advisory Group
Kentucky
$448K +$2.96K +22 +0.6%
SWM
1075
SeaCrest Wealth Management
New York
$445K +$26.1K +194 +6%
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