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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1126
Merrion Investment Management
New Jersey
$304K – – –
VSQM
1127
V-Square Quantitative Management
Illinois
$304K +$305K +2,997 New
MFFIA
1128
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$303K -$2.54K -25 -0.8%
FNBOSM
1129
First National Bank of South Miami
Florida
$300K -$610 -6 -0.2%
CFGS
1130
Concourse Financial Group Securities
Alabama
$298K -$53.2K -523 -15%
EIP
1131
Energy Income Partners
Connecticut
$297K +$297K +2,925 New
LC
1132
LCNB Corp
Ohio
$296K – – –
MM
1133
MQS Management
New York
$296K +$297K +2,919 New
AWM
1134
Angeles Wealth Management
California
$295K +$18.5K +182 +7%
PL
1135
Plancorp LLC
Missouri
$294K +$23.2K +228 +9%
TAIM
1136
TD Ameritrade Investment Management
Nebraska
$293K -$98K -964 -25%
APP
1137
Avantax Planning Partners
Iowa
$293K -$50.7K -499 -15%
FMLI
1138
Fukoku Mutual Life Insurance
Japan
$292K – – –
FIA
1139
Foundations Investment Advisors
Arizona
$290K +$53.3K +524 +22%
AF
1140
Aldebaran Financial
$290K -$173K -1,700 -37%
NSAM
1141
North Star Asset Management
Wisconsin
$290K +$15K +148 +5%
OFS
1142
OneAscent Financial Services
Alabama
$290K -$56.1K -552 -16%
ACA
1143
Atlas Capital Advisors
Wyoming
$288K -$11.7K -115 -4%
WCM
1144
WealthBridge Capital Management
Ohio
$287K +$76.3K +750 +36%
PP
1145
PDS Planning
Ohio
$287K -$95.2K -936 -25%
EI
1146
Ethic Inc
New York
$286K -$104K -1,022 -27%
IWA
1147
IVC Wealth Advisors
Pennsylvania
$285K -$508 -5 -0.2%
BCM
1148
Basso Capital Management
Connecticut
$283K – – –
MAG
1149
MRA Advisory Group
New Jersey
$281K +$282K +2,777 New
CB
1150
Cadence Bank
Mississippi
$281K +$1.22K +12 +0.4%
44 45
46
47 48