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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1101
SFMG Wealth Advisors
Texas
$243K +$274K +2,966 New
ACA
1102
Atlas Capital Advisors
Wyoming
$240K +$15.3K +165 +6%
FBT
1103
First Bankers Trust
Kentucky
$240K – – –
QP
1104
Quilter Plc
United Kingdom
$240K – – –
SFS
1105
Stiles Financial Services
Minnesota
$240K +$1.67K +18 +0.6%
FCBT
1106
First Citizens Bank & Trust
North Carolina
$240K +$6.29K +68 +2%
IA
1107
IFG Advisory
Georgia
$239K -$48.8K -528 -15%
NIMI
1108
Natixis Investment Managers International
France
$239K +$270K +2,922 New
CAMG
1109
CWA Asset Management Group
Florida
$238K +$269K +2,906 New
WPA
1110
West Paces Advisors
Georgia
$237K -$12K -130 -4%
TTWM
1111
TCV Trust & Wealth Management
Virginia
$237K +$44K +476 +20%
QCM
1112
Quantinno Capital Management
New York
$237K +$268K +2,896 New
CSIA
1113
Carl Stuart Investment Advisor
Texas
$236K – – –
LCM
1114
Leisure Capital Management
California
$236K – – –
RPC
1115
Rossmore Private Capital
Connecticut
$236K +$7.22K +78 +3%
CFA
1116
CWS Financial Advisors
Michigan
$236K +$9.44K +102 +4%
SCP
1117
Stamos Capital Partners
California
$236K +$266K +2,880 New
LHC
1118
Little House Capital
Massachusetts
$235K -$9.07K -98 -3%
AWM
1119
Aries Wealth Management
Maine
$235K +$265K +2,868 New
PPW
1120
Pinnacle Private Wealth
Massachusetts
$232K -$65.5K -708 -20%
MA
1121
MJP Associates
Connecticut
$232K +$262K +2,834 New
TW
1122
TrinityPoint Wealth
Connecticut
$231K +$185 +2 +0.1%
MFG
1123
Magnus Financial Group
New York
$230K +$38.3K +414 +17%
HWA
1124
HCR Wealth Advisors
California
$229K +$1.11K +12 +0.4%
DWA
1125
Douglass Winthrop Advisors
New York
$229K +$6.57K +71 +3%
43 44
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