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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
1101
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$422K – – –
FFS
1102
Founders Financial Securities
Maryland
$422K -$60.4K -447 -12%
GGA
1103
Granite Group Advisors
Connecticut
$422K – – –
RPC
1104
Rossmore Private Capital
Connecticut
$421K – – –
UF
1105
Univest Financial
Pennsylvania
$420K +$432K +3,196 New
EWM
1106
Empirical Wealth Management
Washington
$420K -$20.7K -153 -5%
FNBSF
1107
First National Bank Sioux Falls
South Dakota
$419K – – –
EFS
1108
Essex Financial Services
Connecticut
$417K -$379K -2,804 -47%
SG
1109
StoneX Group
New York
$417K +$61K +452 +17%
PP
1110
PDS Planning
Ohio
$417K +$7.43K +55 +2%
MTC
1111
McDaniel Terry & Co
Texas
$416K – – –
PPP
1112
Private Portfolio Partners
New Jersey
$415K +$426K +3,158 New
SIA
1113
Soltis Investment Advisors
Utah
$415K -$31.6K -234 -7%
CBT
1114
CoreFirst Bank & Trust
Kansas
$414K – – –
CC
1115
Callan Capital
California
$414K -$1.35K -10 -0.3%
NB
1116
NBT Bank
New York
$413K -$14K -104 -3%
LSAG
1117
Lake Street Advisors Group
New Hampshire
$410K -$7.83K -58 -2%
JIP
1118
Jaffetilchin Investment Partners
Florida
$410K -$339K -2,512 -45%
IGAM
1119
iA Global Asset Management
Quebec, Canada
$407K +$418K +3,099 New
SLC
1120
Second Line Capital
Louisiana
$406K – – –
FCBT
1121
First Citizens Bank & Trust
North Carolina
$406K +$9.59K +71 +2%
IVP
1122
Intrinsic Value Partners
Arizona
$406K -$10.5K -78 -2%
AIP
1123
ARS Investment Partners
New York
$406K – – –
GIA
1124
GHP Investment Advisors
Colorado
$404K -$44.3K -328 -10%
MNBTD
1125
Moody National Bank Trust Division
Texas
$403K +$155K +1,150 +60%
43 44
45
46 47