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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1101
Lindbrook Capital
California
$376K -$15.8K -124 -4%
JIC
1102
Joel Isaacson & Co
New York
$376K – – –
TWM
1103
Tanager Wealth Management
United Kingdom
$375K +$1.02K +8 +0.2%
FA
1104
Faithward Advisors
Pennsylvania
$375K -$30.9K -243 -7%
BEC
1105
Blue Edge Capital
Virginia
$374K +$509 +4 +0.1%
CIAS
1106
Capital Investment Advisory Services
North Carolina
$374K +$3.69K +29 +0.9%
PL
1107
Perpetual Ltd
Australia
$373K – – –
LC
1108
LCNB Corp
Ohio
$373K – – –
RCA
1109
Runnymede Capital Advisors
Ohio
$372K +$415K +3,265 New
CHAM
1110
Clear Harbor Asset Management
Connecticut
$372K +$415K +3,264 New
LIM
1111
Longfellow Investment Management
Massachusetts
$372K +$122K +956 +41%
PSB
1112
Passumpsic Savings Bank
Vermont
$371K +$4.71K +37 +1%
AIM
1113
Athena Investment Management
California
$370K – – –
LSAG
1114
Lake Street Advisors Group
New Hampshire
$368K +$13.5K +106 +3%
PTC
1115
Petrus Trust Company
Texas
$367K +$85.1K +669 +26%
TSW
1116
Thompson Siegel & Walmsley
Virginia
$367K +$31.5K +248 +8%
RPC
1117
Rossmore Private Capital
Connecticut
$365K – – –
UF
1118
Univest Financial
Pennsylvania
$365K +$636 +5 +0.2%
WT
1119
Whittier Trust
California
$365K -$2.04K -16 -0.5%
PL
1120
Plancorp LLC
Missouri
$364K +$41.9K +329 +11%
AIP
1121
ARS Investment Partners
New York
$363K +$12.7K +100 +3%
FNBSF
1122
First National Bank Sioux Falls
South Dakota
$363K – – –
CI
1123
CX Institutional
Indiana
$362K +$29.6K +233 +8%
FCP
1124
Fidelis Capital Partners
Florida
$361K +$21.9K +172 +6%
RWM
1125
Riverbend Wealth Management
South Carolina
$360K +$399K +3,138 New
43 44
45
46 47