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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
FMB
1126
Field & Main Bank
Kentucky
$576K +$18.1K +105 +3%
LPT
1127
Legacy Private Trust
Wisconsin
$576K – – –
EWS
1128
Evergreen Wealth Solutions
Pennsylvania
$574K -$49.7K -289 -10%
OPTFSNA
1129
Old Point Trust & Financial Services N A
Virginia
$571K -$12.9K -75 -2%
HWA
1130
HCR Wealth Advisors
California
$570K +$13.9K +81 +2%
LWCFA
1131
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$570K -$2.58K -15 -0.4%
TSMHT
1132
Thurston Springer Miller Herd & Titak
Indiana
$570K -$732K -4,255 -56%
CIM
1133
Corbyn Investment Management
Maryland
$570K – – –
BTI
1134
Blue Trust Inc
Georgia
$569K -$57.5K -334 -9%
UCI
1135
Uncommon Cents Investing
Wisconsin
$568K -$3.44K -20 -0.6%
LCM
1136
Lionhunter Capital Management
New York
$567K +$578K +3,356 New
WI
1137
Wedgewood Investors
Pennsylvania
$566K – – –
TWM
1138
Tanager Wealth Management
United Kingdom
$565K +$2.58K +15 +0.5%
RPC
1139
Rossmore Private Capital
Connecticut
$563K – – –
FWM
1140
Forza Wealth Management
Florida
$563K – – –
AIM
1141
Allen Investment Management
New York
$561K – – –
FB
1142
Fulton Bank
Pennsylvania
$559K -$117K -682 -17%
BAM
1143
Berkshire Asset Management
Pennsylvania
$559K -$72.8K -423 -11%
CC
1144
Courier Capital
New York
$554K – – –
AWM
1145
Atticus Wealth Management
Florida
$553K -$5.51K -32 -1%
N
1146
Numerai
California
$552K +$562K +3,266 New
MCA
1147
MSH Capital Advisors
Arizona
$549K -$1.55K -9 -0.3%
LI
1148
LVZ Inc
Michigan
$549K -$4.65K -27 -0.8%
OWP
1149
Obermeyer Wealth Partners
Colorado
$547K -$5.51K -32 -1%
HIA
1150
Harbor Investment Advisory
Maryland
$547K – – –
44 45
46
47 48