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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
1076
Ameritas Advisory Services
Nebraska
$642K +$322K +1,868 +97%
WA
1077
WP Advisors
California
$642K -$106K -617 -14%
PCS
1078
Personal CFO Solutions
New Jersey
$640K +$6.71K +39 +1%
PP
1079
Patron Partners
Texas
$639K -$48.7K -283 -7%
BB
1080
Busey Bank
Illinois
$635K -$56.5K -328 -8%
MAM
1081
Mainsail Asset Management
Alabama
$635K +$294K +1,707 +125%
AA
1082
Advisory Alpha
Michigan
$635K +$58.4K +339 +10%
CIAS
1083
Capital Investment Advisory Services
North Carolina
$633K +$3.96K +23 +0.6%
CC
1084
Cadinha & Co
Hawaii
$631K +$2.24K +13 +0.3%
CI
1085
Cigna Investments
Connecticut
$629K -$17.4K -101 -3%
BOPW
1086
Brandywine Oak Private Wealth
Pennsylvania
$628K +$77.8K +452 +14%
LAM
1087
Lummis Asset Management
Texas
$628K – – –
JAG
1088
Journey Advisory Group
Kentucky
$626K +$40.1K +233 +7%
IP
1089
Indivisible Partners
Florida
$626K +$87.6K +509 +16%
TNBTD
1090
Trustmark National Bank Trust Department
Mississippi
$625K – – –
MSWM
1091
Master's Wealth Management
Pennsylvania
$622K +$23.6K +137 +4%
LFA
1092
Legacy Financial Advisors
Kentucky
$622K -$838K -4,867 -57%
AWM
1093
Accurate Wealth Management
Florida
$620K +$54.4K +316 +11%
DFG
1094
Demars Financial Group
Washington
$615K – – –
SAM
1095
S.A. Mason
Michigan
$613K – – –
BFG
1096
Beto Financial Group
Idaho
$610K +$2.07K +12 +0.4%
BA
1097
Ballew Advisors
Mississippi
$610K – – –
AWM
1098
Aprio Wealth Management
Georgia
$607K -$6.37K -37 -1%
HBW
1099
Hazlett, Burt & Watson
West Virginia
$603K -$17.6K -102 -3%
TWM
1100
Tripletail Wealth Management
Florida
$603K -$33.1K -192 -5%
42 43
44
45 46