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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
TVAMP
1126
Tennessee Valley Asset Management Partners
Tennessee
$529K -$461K -3,200 -50%
LSAG
1127
Lake Street Advisors Group
New Hampshire
$527K -$9.51K -66 -2%
IVP
1128
Intrinsic Value Partners
Arizona
$527K -$15.4K -107 -3%
SW
1129
SteelPeak Wealth
California
$527K -$10.6M -73,252 -96%
WT
1130
Whittier Trust
California
$524K +$25.9K +180 +6%
CW
1131
CreativeOne Wealth
Kansas
$524K +$157K +1,091 +52%
GGA
1132
Granite Group Advisors
Connecticut
$524K +$17.3K +120 +4%
CC
1133
Callan Capital
California
$523K +$7.93K +55 +2%
FFS
1134
Founders Financial Securities
Maryland
$522K +$460K +3,193 New
VCG
1135
Vantage Consulting Group
Virginia
$520K -$79.3K -550 -15%
FNBSF
1136
First National Bank Sioux Falls
South Dakota
$520K – – –
GLA
1137
Good Life Advisors
Pennsylvania
$518K +$8.07K +56 +2%
JF
1138
Jump Financial
Illinois
$517K +$457K +3,168 New
PPP
1139
Private Portfolio Partners
New Jersey
$516K – – –
EFS
1140
Essex Financial Services
Connecticut
$515K +$22.8K +158 +5%
OWM
1141
OneAscent Wealth Management
Alabama
$515K -$94.1K -653 -17%
CIAS
1142
Capital Investment Advisory Services
North Carolina
$513K -$7.35K -51 -2%
WHG
1143
Westwood Holdings Group
Texas
$512K – – –
BMC
1144
Beaton Management Company
Massachusetts
$511K -$2.02K -14 -0.4%
EGA
1145
E&G Advisors
Texas
$510K +$53.3K +370 +13%
CA
1146
Callahan Advisors
Texas
$510K -$11.5K -80 -3%
HBT
1147
Hills Bank & Trust
Iowa
$509K +$77.1K +535 +21%
PP
1148
PDS Planning
Ohio
$509K +$12K +83 +3%
AI
1149
AdvisorShares Investments
Maryland
$506K +$447K +3,100 New
CFGS
1150
Concourse Financial Group Securities
Alabama
$506K +$15K +104 +3%
44 45
46
47 48