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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
1076
West Paces Advisors
Georgia
$261K +$4.63K +55 +2%
OPTFSNA
1077
Old Point Trust & Financial Services N A
Virginia
$261K – – –
OTL
1078
Oak Thistle LLC
New York
$260K -$144K -1,711 -36%
AIM
1079
Aigen Investment Management
New York
$260K +$253K +3,009 New
MWM
1080
Modera Wealth Management
New Jersey
$259K -$282K -3,352 -53%
CAL
1081
Capital Analysts LLC
Pennsylvania
$259K – – –
MIM
1082
Merrion Investment Management
New Jersey
$259K – – –
LHC
1083
Little House Capital
Massachusetts
$256K -$20.8K -247 -8%
ONB
1084
Old National Bancorp
Indiana
$256K -$11.9K -141 -5%
CCM
1085
Chilton Capital Management
Texas
$255K +$4.21K +50 +2%
SW
1086
Solidarity Wealth
Utah
$255K +$239K +2,845 New
DWT
1087
Dorsey & Whitney Trust
South Dakota
$253K -$1.6K -19 -0.6%
FBT
1088
First Bankers Trust
Kentucky
$253K – – –
QP
1089
Quilter Plc
United Kingdom
$253K – – –
CFGS
1090
Concourse Financial Group Securities
Alabama
$253K +$505 +6 +0.2%
SFS
1091
Stiles Financial Services
Minnesota
$252K -$19.3K -229 -7%
TCOV
1092
Trust Company of Vermont
Vermont
$252K -$18.9K -225 -7%
LC
1093
Lindbrook Capital
California
$252K +$2.19K +26 +0.9%
QCG
1094
Quadrant Capital Group
Ohio
$251K +$2.36K +28 +1%
AMC
1095
Asset Management Corp
Illinois
$250K -$234K -2,778 -49%
LCM
1096
Leisure Capital Management
California
$249K +$242K +2,882 New
SICM
1097
Sustainable Insight Capital Management
New York
$248K – – –
FCBT
1098
First Citizens Bank & Trust
North Carolina
$247K -$2.52K -30 -1%
CWA
1099
Canvas Wealth Advisors
Kansas
$247K +$229K +2,717 New
PL
1100
Plancorp LLC
Missouri
$245K +$3.62K +43 +2%
42 43
44
45 46