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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1126
Waddell & Associates
Tennessee
$396K +$373K +2,909 New
PA
1127
Persium Advisors
Georgia
$395K – – –
HDIM
1128
Hanson & Doremus Investment Management
Vermont
$391K -$34K -265 -8%
SFS
1129
Sharp Financial Services
Pennsylvania
$390K +$28.8K +225 +9%
AWA
1130
AGH Wealth Advisors
Kansas
$389K – – –
BMC
1131
Beaton Management Company
Massachusetts
$389K – – –
PL
1132
Plancorp LLC
Missouri
$388K -$83.7K -653 -19%
HCM
1133
Howard Capital Management
Georgia
$388K +$11.5K +90 +3%
VA
1134
VestGen Advisors
Illinois
$388K +$90.7K +708 +33%
GSCM
1135
Greenfield Seitz Capital Management
Texas
$387K +$6.41K +50 +2%
RSWM
1136
Robertson Stephens Wealth Management
California
$386K -$74.2K -579 -17%
MSWM
1137
Master's Wealth Management
Pennsylvania
$384K -$73K -570 -17%
TSW
1138
Thompson Siegel & Walmsley
Virginia
$383K – – –
OFS
1139
OneAscent Financial Services
Alabama
$382K -$30.4K -237 -8%
IVP
1140
Intrinsic Value Partners
Arizona
$380K -$1.92K -15 -0.5%
AC
1141
Apella Capital
Connecticut
$380K +$121K +948 +47%
SFS
1142
Stiles Financial Services
Minnesota
$380K -$18.2K -142 -5%
GIM
1143
Generali Investments Management
Slovenia
$380K -$37.9K -296 -10%
AWA
1144
Arete Wealth Advisors
Illinois
$378K -$8.46K -66 -2%
TWP
1145
Triad Wealth Partners
Kansas
$377K +$355K +2,772 New
LCM
1146
Liberty Capital Management
Michigan
$377K – – –
NWM
1147
Northcape Wealth Management
New York
$376K -$2.95K -23 -0.8%
DTC
1148
Davidson Trust Company
Washington
$376K -$2.56K -20 -0.7%
IRP
1149
Investment Research Partners
Pennsylvania
$375K +$348K +2,720 New
SWM
1150
Stockman Wealth Management
Montana
$372K – – –
44 45
46
47 48