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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
MOS
1126
MGO One Seven
Ohio
$230K +$224K +2,660 New
GCM
1127
Gables Capital Management
Florida
$229K – – –
SRG
1128
SBB Research Group
Illinois
$229K +$223K +2,646 New
CG
1129
CFO4Life Group
Texas
$226K +$220K +2,617 New
GLA
1130
Good Life Advisors
Pennsylvania
$226K +$220K +2,620 New
FFBTD
1131
First Financial Bank - Trust Division
Ohio
$225K -$102K -1,218 -32%
CA
1132
CoreCap Advisors
Michigan
$225K +$1.94K +23 +0.9%
ATIA
1133
American Trust Investment Advisors
New Hampshire
$224K +$218K +2,590 New
CCT
1134
Chemung Canal Trust
New York
$223K +$217K +2,584 New
BHBT
1135
Burke & Herbert Bank & Trust
Virginia
$222K -$24.7K -294 -10%
MWP
1136
Moller Wealth Partners
$222K +$216K +2,568 New
BKA
1137
Brick & Kyle Associates
Pennsylvania
$222K +$768K +9,125 New
CIC
1138
Crawford Investment Counsel
Georgia
$221K +$215K +2,556 New
FFA
1139
First Foundation Advisors
California
$220K +$214K +2,544 New
SWA
1140
Sutton Wealth Advisors
Florida
$220K +$50.1K +595 +31%
SPWM
1141
Schrum Private Wealth Management
Florida
$219K -$54.7K -650 -20%
PT
1142
Plimoth Trust
Massachusetts
$219K +$213K +2,526 New
LWM
1143
Liberty Wealth Management
California
$219K +$214K +2,539 New
NB
1144
Northwest Bancshares
Pennsylvania
$218K +$213K +2,526 New
DDPIC
1145
Deroy & Devereaux Private Investment Counsel
Michigan
$216K -$18.6M -220,567 -99%
GA
1146
Greytown Advisors
Florida
$216K -$766K -9,106 -78%
APW
1147
Acima Private Wealth
Virginia
$216K – – –
BJL
1148
Brighton Jones LLC
Washington
$215K -$151K -1,798 -42%
GTCM
1149
Gyon Technologies Capital Management
New Jersey
$215K +$210K +2,491 New
PWMAG
1150
Pinnacle Wealth Management Advisory Group
New Jersey
$215K +$210K +2,493 New
44 45
46
47 48