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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1126
Courier Capital
New York
$597K – – –
LI
1127
LVZ Inc
Michigan
$597K -$360K -2,295 -41%
MBWA
1128
Marin Bay Wealth Advisors
California
$597K -$21.3K -136 -4%
OWP
1129
Obermeyer Wealth Partners
Colorado
$595K +$19.1K +122 +4%
BOPW
1130
Brandywine Oak Private Wealth
Pennsylvania
$595K +$9.4K +60 +2%
MCA
1131
MSH Capital Advisors
Arizona
$594K -$10.8K -69 -2%
IBOK
1132
Independence Bank of Kentucky
Kentucky
$590K -$2.19K -14 -0.4%
FM
1133
Foster & Motley
Ohio
$590K -$12.7K -81 -2%
HIA
1134
Harbor Investment Advisory
Maryland
$589K -$7.37K -47 -1%
CTA
1135
Clear Trail Advisors
Texas
$588K +$506K +3,226 New
WC
1136
Waterloo Capital
Texas
$587K +$35.1K +224 +7%
VDI
1137
Vaughan David Investments
Illinois
$586K -$940 -6 -0.2%
CWP
1138
Cyndeo Wealth Partners
Florida
$585K -$24K -153 -5%
LC
1139
LCNB Corp
Ohio
$585K – – –
CAM
1140
Close Asset Management
United Kingdom
$583K +$171K +1,090 +52%
VIP
1141
Vista Investment Partners
Oklahoma
$583K +$157 +1 +0%
IP
1142
Indivisible Partners
Florida
$582K +$75.7K +483 +18%
OFS
1143
OneAscent Financial Services
Alabama
$579K +$498K +3,176 New
IRP
1144
Investment Research Partners
Pennsylvania
$575K +$4.23K +27 +0.9%
GIA
1145
GHP Investment Advisors
Colorado
$571K -$12.2K -78 -2%
CCM
1146
CFO Capital Management
Connecticut
$569K – – –
SFS
1147
Sharp Financial Services
Pennsylvania
$569K -$63.1K -403 -11%
MWM
1148
Meridian Wealth Management
Kentucky
$568K +$155K +989 +46%
UFF
1149
USA Financial Formulas
Michigan
$565K +$486K +3,103 New
CCMG
1150
Clark Capital Management Group
Pennsylvania
$564K +$67.9K +433 +16%
44 45
46
47 48