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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
1151
Tiedemann Advisors
New York
$349K +$20.7K +184 +7%
GA
1152
Geller Advisors
New York
$349K -$4.94K -44 -1%
NWM
1153
Northcape Wealth Management
New York
$347K -$40.2K -358 -11%
GL
1154
Graypoint LLC
New York
$347K +$324K +2,884 New
FMLI
1155
Fukoku Mutual Life Insurance
Japan
$346K – – –
LC
1156
LCNB Corp
Ohio
$343K -$39.1K -348 -11%
ZB
1157
Zions Bancorporation
Utah
$342K +$260K +2,318 +436%
PL
1158
Plancorp LLC
Missouri
$340K +$22.3K +199 +8%
IWA
1159
IVC Wealth Advisors
Pennsylvania
$338K +$1.46K +13 +0.5%
SRG
1160
SBB Research Group
Illinois
$337K +$2.92K +26 +0.9%
EFG
1161
Everhart Financial Group
Ohio
$335K +$26.3K +234 +9%
HI
1162
Harbour Investments
Wisconsin
$333K +$10.4K +93 +3%
EWP
1163
Engrave Wealth Partners
Texas
$332K +$310K +2,760 New
QL
1164
Quarry LP
New York
$331K +$309K +2,757 New
EGA
1165
E&G Advisors
Texas
$331K -$44.9K -400 -13%
TSW
1166
Thompson Siegel & Walmsley
Virginia
$330K +$5.61K +50 +2%
UCB
1167
United Community Bank
South Carolina
$330K +$308K +2,743 New
SFS
1168
Stiles Financial Services
Minnesota
$329K +$2.13K +19 +0.7%
PWW
1169
Pettyjohn Wood & White
Virginia
$329K +$307K +2,735 New
NP
1170
Nilsine Partners
Colorado
$327K -$174K -1,552 -36%
TW
1171
Transform Wealth
Colorado
$324K -$53.8K -479 -15%
LWANC
1172
Laurel Wealth Advisors (North Carolina)
North Carolina
$324K – – –
DWA
1173
Douglass Winthrop Advisors
New York
$324K – – –
CCA
1174
Cadent Capital Advisors
Oklahoma
$323K +$1.46K +13 +0.5%
PK
1175
Pflug Koory
Nebraska
$323K – – –
45 46
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