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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
NP
1076
Nilsine Partners
Colorado
$658K +$7.52K +48 +1%
LSA
1077
Leonteq Securities AG
Switzerland
$658K -$239K -1,525 -30%
AAS
1078
Annex Advisory Services
Wisconsin
$658K -$88.7K -566 -14%
NPT
1079
National Philanthropic Trust
Pennsylvania
$648K – – –
MSWM
1080
Master's Wealth Management
Pennsylvania
$646K +$46.9K +299 +9%
SWP
1081
Strategic Wealth Partners
Ohio
$646K -$1.1K -7 -0.2%
HA
1082
Harbor Advisors
Florida
$645K – – –
MNBTD
1083
Moody National Bank Trust Division
Texas
$641K +$12.5K +80 +2%
JSW
1084
Journey Strategic Wealth
New Jersey
$640K +$117K +746 +27%
1C
1085
111 Capital
France
$640K +$550K +3,511 New
SIP
1086
Snowwater Investment Partners
Connecticut
$639K – – –
SCM
1087
Schnieders Capital Management
California
$639K – – –
TWM
1088
Tripletail Wealth Management
Florida
$636K -$12.8K -82 -2%
WIC
1089
Woodmont Investment Counsel
Tennessee
$635K – – –
CIC
1090
Crawford Investment Counsel
Georgia
$634K -$22.1K -141 -4%
BP
1091
Ballentine Partners
Massachusetts
$633K +$4.86K +31 +0.9%
JAG
1092
Journey Advisory Group
Kentucky
$633K – – –
MCM
1093
Mill Capital Management
North Carolina
$631K -$107K -682 -16%
WWC
1094
Waypoint Wealth Counsel
Georgia
$630K -$140K -892 -21%
OPTFSNA
1095
Old Point Trust & Financial Services N A
Virginia
$629K -$47K -300 -8%
LA
1096
LexAurum Advisors
Kansas
$627K +$540K +3,443 New
RPGK
1097
Retirement Planning Group (Kansas)
Kansas
$625K +$161K +1,025 +43%
CAMG
1098
CWA Asset Management Group
Florida
$625K +$14.7K +94 +3%
JE
1099
Jacobs Equity
Utah
$625K +$157 +1 +0%
PFGIA
1100
Patriot Financial Group Insurance Agency
Massachusetts
$624K +$278K +1,772 +107%
42 43
44
45 46