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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
1101
Cadence Bank
Mississippi
$223K +$235K +2,757 New
SS
1102
Simplicity Solutions
Minnesota
$223K +$235K +2,759 New
LIA
1103
LBMC Investment Advisors
Tennessee
$222K +$85 +1 +0%
IWA
1104
IVC Wealth Advisors
Pennsylvania
$222K +$938 +11 +0.4%
IA
1105
IFG Advisory
Georgia
$221K -$16K -188 -6%
MFG
1106
Magnus Financial Group
New York
$221K -$5.63K -66 -2%
SCA
1107
STALEY CAPITAL ADVISERS
Pennsylvania
$221K – – –
ACA
1108
Atlas Capital Advisors
Wyoming
$221K -$17K -200 -7%
DWA
1109
Douglass Winthrop Advisors
New York
$220K -$6.05K -71 -3%
CG
1110
CFO4Life Group
Texas
$220K +$5.54K +65 +2%
LPIC
1111
LeJeune Puetz Investment Counsel
Michigan
$219K – – –
TSW
1112
Thompson Siegel & Walmsley
Virginia
$218K -$1.85M -21,700 -89%
PK
1113
Pflug Koory
Nebraska
$218K -$34.1K -400 -13%
SRG
1114
SBB Research Group
Illinois
$218K +$2.47K +29 +1%
SI
1115
Saxon Interests
Texas
$218K +$201K +2,354 New
QT
1116
Quantamental Technologies
New York
$218K +$230K +2,698 New
AWM
1117
Angeles Wealth Management
California
$217K +$229K +2,691 New
MMG
1118
Monetary Management Group
Missouri
$216K – – –
MCM
1119
Manchester Capital Management
Vermont
$215K -$9.97K -117 -4%
T
1120
TCWP
Ohio
$215K +$228K +2,671 New
TA
1121
Tiedemann Advisors
New York
$214K -$707K -8,298 -76%
GCM
1122
Gables Capital Management
Florida
$214K – – –
FMTC
1123
Farmers & Merchants Trust Company
California
$213K – – –
CC
1124
Callan Capital
California
$212K +$224K +2,623 New
NWM
1125
Northcape Wealth Management
New York
$212K +$224K +2,626 New
43 44
45
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