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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
LPT
1101
Legacy Private Trust
Wisconsin
$252K – – –
MIP
1102
Marietta Investment Partners
Wisconsin
$252K – – –
CAM
1103
Covenant Asset Management
New Jersey
$251K – – –
WA
1104
WP Advisors
California
$250K -$10.3K -103 -4%
BB
1105
Busey Bank
Illinois
$250K +$244K +2,439 New
PRC
1106
Pearl River Capital
Michigan
$250K +$245K +2,442 New
CAM
1107
Close Asset Management
United Kingdom
$249K +$12K +120 +5%
LSAG
1108
Lake Street Advisors Group
New Hampshire
$249K +$44.3K +442 +20%
RCAG
1109
Rehmann Capital Advisory Group
Michigan
$247K +$22K +220 +10%
CW
1110
CreativeOne Wealth
Kansas
$246K +$240K +2,396 New
TP
1111
Tranquility Partners
Tennessee
$245K – – –
FHA
1112
First Horizon Advisors
Tennessee
$244K -$115K -1,150 -33%
MBT
1113
Montecito Bank & Trust
California
$244K -$30.1K -300 -11%
AIC
1114
Ameritas Investment Company
Nebraska
$244K +$237K +2,362 New
MFG
1115
Magnus Financial Group
New York
$243K +$5.01K +50 +2%
MWP
1116
Moller Wealth Partners
$242K – – –
GW
1117
GW & Wade
Massachusetts
$242K +$12.5K +125 +6%
SWA
1118
Sutton Wealth Advisors
Florida
$240K +$30.5K +304 +15%
PFA
1119
Paradigm Financial Advisors
Missouri
$240K – – –
AWE
1120
Avidian Wealth Enterprises
Texas
$239K -$323K -3,227 -58%
FCCM
1121
First City Capital Management
Georgia
$239K – – –
SFG
1122
SNS Financial Group
Minnesota
$238K -$1.23M -12,281 -84%
MWPCG
1123
Measured Wealth Private Client Group
New Hampshire
$238K -$271K -2,707 -54%
CNB
1124
Camden National Bank
Maine
$238K -$18.7K -187 -7%
LIM
1125
Loudon Investment Management
New Hampshire
$238K – – –
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