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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
1151
MONECO Advisors
Connecticut
$211K +$238K +2,571 New
MWM
1152
Modera Wealth Management
New Jersey
$210K -$41.1K -444 -15%
MWM
1153
Minot Wealth Management
Massachusetts
$210K +$237K +2,560 New
CWA
1154
Canvas Wealth Advisors
Kansas
$209K -$15.8K -171 -6%
FFBTD
1155
First Financial Bank - Trust Division
Ohio
$209K -$4.63K -50 -2%
OWP
1156
Obermeyer Wealth Partners
Colorado
$208K +$6.2K +67 +3%
CW
1157
CreativeOne Wealth
Kansas
$208K +$12.5K +135 +6%
PT
1158
Plimoth Trust
Massachusetts
$207K – – –
HI
1159
Harbour Investments
Wisconsin
$206K +$232K +2,508 New
SIGI
1160
Susquehanna International Group (Ireland)
Ireland
$206K +$233K +2,515 New
LC
1161
LCNB Corp
Ohio
$205K -$15.7K -170 -6%
SIA
1162
Soltis Investment Advisors
Utah
$205K +$7.4K +80 +3%
APW
1163
Acima Private Wealth
Virginia
$205K – – –
QI
1164
Qtron Investments
Massachusetts
$204K -$865K -9,354 -79%
KA
1165
KLCM Advisors
Wisconsin
$204K +$230K +2,491 New
XSC
1166
X-Square Capital
Puerto Rico
$203K +$11.2K +121 +5%
PFA
1167
Pinnacle Family Advisors
Missouri
$203K +$229K +2,472 New
BIC
1168
Beach Investment Counsel
Pennsylvania
$202K – – –
GA
1169
Greytown Advisors
Florida
$201K -$4.63K -50 -2%
BCA
1170
Bray Capital Advisors
Florida
$201K +$1.48K +16 +0.7%
QT
1171
Quantbot Technologies
New York
$200K -$4.88M -52,774 -96%
AFG
1172
Allegheny Financial Group
Pennsylvania
$200K +$185 +2 +0.1%
MA
1173
Montag & Associates
Georgia
$198K +$6.11K +66 +3%
CHA
1174
Carmichael Hill & Associates
Maryland
$193K -$7.49K -81 -3%
TWA
1175
TCI Wealth Advisors
Arizona
$193K -$2.13K -23 -1%
45 46
47
48 49