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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1076
Chilton Capital Management
Texas
$240K +$26K +305 +11%
ACM
1077
Advisors Capital Management
New Jersey
$240K +$185K +2,176 New
FNBOSM
1078
First National Bank of South Miami
Florida
$239K -$6.31K -74 -2%
QP
1079
Quilter Plc
United Kingdom
$237K – – –
GLA
1080
Good Life Advisors
Pennsylvania
$237K +$28.4K +333 +13%
FBT
1081
First Bankers Trust
Kentucky
$236K – – –
RPC
1082
Rossmore Private Capital
Connecticut
$236K +$3.83K +45 +2%
SFS
1083
Stiles Financial Services
Minnesota
$235K -$2.22K -26 -0.9%
TW
1084
TrinityPoint Wealth
Connecticut
$234K +$6.99K +82 +3%
TSS
1085
Two Sigma Securities
New York
$234K +$247K +2,894 New
BJL
1086
Brighton Jones LLC
Washington
$233K -$22.8K -267 -8%
CFA
1087
CWS Financial Advisors
Michigan
$232K – – –
TW
1088
Transform Wealth
Colorado
$231K -$157K -1,844 -39%
LHC
1089
Little House Capital
Massachusetts
$231K – – –
CW
1090
CreativeOne Wealth
Kansas
$230K +$27.9K +327 +13%
ICA
1091
Infrastructure Capital Advisors
New York
$229K -$1.81M -21,281 -88%
SG
1092
Stonnington Group
California
$228K +$198K +2,328 New
PC
1093
Port Capital
Illinois
$226K +$8.35K +98 +4%
LP
1094
LGL Partners
Pennsylvania
$225K +$238K +2,788 New
SW
1095
Solidarity Wealth
Utah
$223K -$27.9K -327 -13%
LSPW
1096
Lake Street Private Wealth
Illinois
$223K +$85 +1 +0%
CB
1097
Cadence Bank
Mississippi
$223K +$235K +2,757 New
SS
1098
Simplicity Solutions
Minnesota
$223K +$235K +2,759 New
LIA
1099
LBMC Investment Advisors
Tennessee
$222K +$85 +1 +0%
IWA
1100
IVC Wealth Advisors
Pennsylvania
$222K +$938 +11 +0.4%
42 43
44
45 46