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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
1151
Albion Financial Group
Utah
$213K – – –
BIC
1152
Beach Investment Counsel
Pennsylvania
$213K +$207K +2,460 New
OWP
1153
Obermeyer Wealth Partners
Colorado
$213K +$207K +2,465 New
TP
1154
Tranquility Partners
Tennessee
$213K +$207K +2,466 New
MHS
1155
M Holdings Securities
Oregon
$213K +$208K +2,467 New
MWPCG
1156
Measured Wealth Private Client Group
New Hampshire
$212K +$206K +2,452 New
PWM
1157
Perigon Wealth Management
California
$212K +$207K +2,455 New
AFG
1158
Allegheny Financial Group
Pennsylvania
$211K +$205K +2,440 New
BCA
1159
Bray Capital Advisors
Florida
$210K +$1.6K +19 +0.8%
CHA
1160
Carmichael Hill & Associates
Maryland
$210K +$79.3K +942 +63%
ACM
1161
Azimuth Capital Management
Michigan
$210K +$204K +2,429 New
BDWCC
1162
B&D White Capital Company
Texas
$210K +$205K +2,432 New
TTWM
1163
TCV Trust & Wealth Management
Virginia
$209K +$203K +2,414 New
SIA
1164
Soltis Investment Advisors
Utah
$209K +$203K +2,418 New
CCM
1165
Canal Capital Management
Virginia
$208K +$202K +2,403 New
CW
1166
CreativeOne Wealth
Kansas
$207K +$201K +2,393 New
RIA
1167
Realta Investment Advisors
Delaware
$207K +$202K +2,398 New
IIM
1168
Ipswich Investment Management
Massachusetts
$207K +$202K +2,400 New
PE
1169
Point72 Europe
United Kingdom
$207K +$202K +2,400 New
WC
1170
Whitney & Co
New York
$207K +$202K +2,400 New
NSAM
1171
North Star Asset Management
Wisconsin
$207K +$202K +2,401 New
BAM
1172
Barrett Asset Management
New York
$206K – – –
GI
1173
Gradient Investments
Minnesota
$206K +$34K +404 +20%
MFG
1174
Magnus Financial Group
New York
$206K +$201K +2,387 New
PCA
1175
Personal Capital Advisors
California
$206K +$201K +2,388 New
45 46
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48 49