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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
FIA
1076
Foundations Investment Advisors
Arizona
$258K +$300K +3,241 New
BMC
1077
Beaton Management Company
Massachusetts
$257K -$6.94K -75 -2%
TWM
1078
Thrive Wealth Management
Pennsylvania
$256K -$12.5K -135 -4%
WPP
1079
Whalerock Point Partners
Rhode Island
$256K – – –
MOS
1080
MGO One Seven
Ohio
$256K +$42.4K +458 +17%
PG
1081
Pendal Group
Australia
$254K -$309K -3,345 -52%
PK
1082
Pflug Koory
Nebraska
$254K +$93 +1 +0%
CAL
1083
Capital Analysts LLC
Pennsylvania
$254K +$9.25K +100 +3%
SWA
1084
Sutton Wealth Advisors
Florida
$253K +$50.3K +544 +21%
MRCM
1085
M&R Capital Management
New Jersey
$253K – – –
TWM
1086
Tanager Wealth Management
United Kingdom
$253K +$286K +3,087 New
KCM
1087
Kanawha Capital Management
Virginia
$252K – – –
IAIM
1088
International Assets Investment Management
Florida
$252K +$285K +3,078 New
CC
1089
Cadinha & Co
Hawaii
$251K +$23.1K +250 +9%
EGA
1090
E&G Advisors
Texas
$250K -$27.8K -300 -9%
CA
1091
CoreCap Advisors
Michigan
$250K +$41.4K +448 +17%
FNBOSM
1092
First National Bank of South Miami
Florida
$249K – – –
SICM
1093
Sustainable Insight Capital Management
New York
$249K – – –
DWT
1094
Dorsey & Whitney Trust
South Dakota
$248K +$10.5K +113 +4%
MPAM
1095
Murphy Pohlad Asset Management
Minnesota
$247K -$74K -800 -21%
MIM
1096
Merrion Investment Management
New Jersey
$246K – – –
LWM
1097
Laidlaw Wealth Management
New York
$245K +$17.1K +185 +7%
DTC
1098
Davidson Trust Company
Washington
$244K -$24.1K -260 -8%
AWM
1099
Axxcess Wealth Management
California
$243K -$11.8K -128 -4%
TCOV
1100
Trust Company of Vermont
Vermont
$243K +$4.44K +48 +2%
42 43
44
45 46