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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1101
Next Capital Management
New York
$256K -$38.4K -383 -13%
PC
1102
Port Capital
Illinois
$253K – – –
FWM
1103
Focused Wealth Management
New York
$252K – – –
LPT
1104
Legacy Private Trust
Wisconsin
$252K – – –
MIP
1105
Marietta Investment Partners
Wisconsin
$252K – – –
CAM
1106
Covenant Asset Management
New Jersey
$251K – – –
WA
1107
WP Advisors
California
$250K -$10.3K -103 -4%
BB
1108
Busey Bank
Illinois
$250K +$244K +2,439 New
PRC
1109
Pearl River Capital
Michigan
$250K +$245K +2,442 New
CAM
1110
Close Asset Management
United Kingdom
$249K +$12K +120 +5%
LSAG
1111
Lake Street Advisors Group
New Hampshire
$249K +$44.3K +442 +20%
RCAG
1112
Rehmann Capital Advisory Group
Michigan
$247K +$22K +220 +10%
CW
1113
CreativeOne Wealth
Kansas
$246K +$240K +2,396 New
TP
1114
Tranquility Partners
Tennessee
$245K – – –
FHA
1115
First Horizon Advisors
Tennessee
$244K -$115K -1,150 -33%
MBT
1116
Montecito Bank & Trust
California
$244K -$30.1K -300 -11%
AIC
1117
Ameritas Investment Company
Nebraska
$244K +$237K +2,362 New
MFG
1118
Magnus Financial Group
New York
$243K +$5.01K +50 +2%
MWP
1119
Moller Wealth Partners
$242K – – –
GW
1120
GW & Wade
Massachusetts
$242K +$12.5K +125 +6%
SWA
1121
Sutton Wealth Advisors
Florida
$240K +$30.5K +304 +15%
PFA
1122
Paradigm Financial Advisors
Missouri
$240K – – –
AWE
1123
Avidian Wealth Enterprises
Texas
$239K -$323K -3,227 -58%
FCCM
1124
First City Capital Management
Georgia
$239K – – –
SFG
1125
SNS Financial Group
Minnesota
$238K -$1.23M -12,281 -84%
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