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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
PFT
1151
Providence First Trust
Arizona
$546K +$224K +1,301 +67%
CTA
1152
Clear Trail Advisors
Texas
$545K – – –
FM
1153
Foster & Motley
Ohio
$545K -$1.89K -11 -0.3%
IA
1154
IFG Advisory
Georgia
$545K +$555K +3,222 New
VDI
1155
Vaughan David Investments
Illinois
$543K – – –
LC
1156
LCNB Corp
Ohio
$542K – – –
OFS
1157
OneAscent Financial Services
Alabama
$541K +$4.48K +26 +0.8%
FA
1158
Faithward Advisors
Pennsylvania
$539K +$549K +3,187 New
GIA
1159
GHP Investment Advisors
Colorado
$538K +$8.61K +50 +2%
MBWA
1160
Marin Bay Wealth Advisors
California
$536K -$18.1K -105 -3%
SFC
1161
SYM Financial Corp
Indiana
$535K +$101K +584 +23%
PIP
1162
Philadelphia Investment Partners
New Jersey
$535K – – –
CWP
1163
Cyndeo Wealth Partners
Florida
$533K -$9.98K -58 -2%
VIP
1164
Vista Investment Partners
Oklahoma
$529K -$12.1K -70 -2%
RFP
1165
Root Financial Partners
California
$528K +$45.6K +265 +9%
WG
1166
Welch Group
Alabama
$527K -$37.7K -219 -7%
CHAM
1167
Clear Harbor Asset Management
Connecticut
$527K -$118K -685 -18%
RSWM
1168
Robertson Stephens Wealth Management
California
$524K +$35.1K +204 +7%
MRP
1169
Measured Risk Portfolios
California
$522K – – –
CWM
1170
Calamos Wealth Management
Illinois
$521K +$10.3K +60 +2%
RC
1171
Roundview Capital
New Jersey
$520K -$2.24K -13 -0.4%
RFS
1172
RM Financial Services
Maine
$520K – – –
SWP
1173
Strategic Wealth Partners
Ohio
$518K -$82.5K -479 -14%
RCA
1174
Runnymede Capital Advisors
Ohio
$517K – – –
PL
1175
Plancorp LLC
Missouri
$516K -$7.23K -42 -2%
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