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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
MIP
1076
Marietta Investment Partners
Wisconsin
$244K +$201K +2,360 New
WPA
1077
West Paces Advisors
Georgia
$242K +$8.95K +105 +4%
MIM
1078
Merrion Investment Management
New Jersey
$242K – – –
LC
1079
Lindbrook Capital
California
$242K +$66.8K +784 +35%
CCM
1080
Chilton Capital Management
Texas
$240K +$26K +305 +11%
ACM
1081
Advisors Capital Management
New Jersey
$240K +$185K +2,176 New
FNBOSM
1082
First National Bank of South Miami
Florida
$239K -$6.31K -74 -2%
QP
1083
Quilter Plc
United Kingdom
$237K – – –
GLA
1084
Good Life Advisors
Pennsylvania
$237K +$28.4K +333 +13%
FBT
1085
First Bankers Trust
Kentucky
$236K – – –
RPC
1086
Rossmore Private Capital
Connecticut
$236K +$3.83K +45 +2%
SFS
1087
Stiles Financial Services
Minnesota
$235K -$2.22K -26 -0.9%
TW
1088
TrinityPoint Wealth
Connecticut
$234K +$6.99K +82 +3%
TSS
1089
Two Sigma Securities
New York
$234K +$247K +2,894 New
BJL
1090
Brighton Jones LLC
Washington
$233K -$22.8K -267 -8%
CFA
1091
CWS Financial Advisors
Michigan
$232K – – –
TW
1092
Transform Wealth
Colorado
$231K -$157K -1,844 -39%
LHC
1093
Little House Capital
Massachusetts
$231K – – –
CW
1094
CreativeOne Wealth
Kansas
$230K +$27.9K +327 +13%
ICA
1095
Infrastructure Capital Advisors
New York
$229K -$1.81M -21,281 -88%
SG
1096
Stonnington Group
California
$228K +$198K +2,328 New
PC
1097
Port Capital
Illinois
$226K +$8.35K +98 +4%
LP
1098
LGL Partners
Pennsylvania
$225K +$238K +2,788 New
SW
1099
Solidarity Wealth
Utah
$223K -$27.9K -327 -13%
LSPW
1100
Lake Street Private Wealth
Illinois
$223K +$85 +1 +0%
42 43
44
45 46