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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
1076
West Paces Advisors
Georgia
$322K +$9.51K +93 +3%
TW
1077
Transform Wealth
Colorado
$322K +$23K +225 +8%
KCM
1078
Kanawha Capital Management
Virginia
$320K – – –
TCOV
1079
Trust Company of Vermont
Vermont
$319K -$13.6K -133 -4%
ISWM
1080
Independent Solutions Wealth Management
New York
$319K -$29.2K -285 -9%
CC
1081
Cadinha & Co
Hawaii
$319K – – –
JC
1082
Jacobs & Co
California
$319K – – –
RPC
1083
Rossmore Private Capital
Connecticut
$319K +$14.3K +140 +5%
MFG
1084
Magnus Financial Group
New York
$317K +$31.4K +307 +11%
CBOR
1085
Community Bank of Raymore
Missouri
$316K +$310K +3,032 New
SWA
1086
SFMG Wealth Advisors
Texas
$315K -$9.41K -92 -3%
MFFIA
1087
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$314K +$308K +3,016 New
DWM
1088
Drive Wealth Management
Utah
$314K -$452K -4,421 -59%
CLOS
1089
Compagnie Lombard Odier SCmA
Switzerland
$313K -$205K -2,000 -40%
MIM
1090
Merrion Investment Management
New Jersey
$312K – – –
FNBOSM
1091
First National Bank of South Miami
Florida
$308K – – –
SS
1092
Simplicity Solutions
Minnesota
$307K +$19.7K +193 +7%
ACA
1093
Atlas Capital Advisors
Wyoming
$307K +$22.3K +218 +8%
SB
1094
Strategic Blueprint
Georgia
$306K +$301K +2,944 New
GLA
1095
Good Life Advisors
Pennsylvania
$305K -$614 -6 -0.2%
QP
1096
Quilter Plc
United Kingdom
$305K – – –
LC
1097
LCNB Corp
Ohio
$304K +$31.7K +310 +12%
SGCA
1098
Steel Grove Capital Advisors
Tennessee
$300K -$2.31M -22,629 -89%
FMLI
1099
Fukoku Mutual Life Insurance
Japan
$300K -$32.7K -320 -10%
FEM
1100
Fulcrum Equity Management
Texas
$298K +$28.7K +281 +11%
42 43
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