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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
1151
Sound View Wealth Advisors Group
Georgia
$349K +$65.4K +583 +25%
TA
1152
Tiedemann Advisors
New York
$349K +$20.7K +184 +7%
GA
1153
Geller Advisors
New York
$349K -$4.94K -44 -1%
NWM
1154
Northcape Wealth Management
New York
$347K -$40.2K -358 -11%
GL
1155
Graypoint LLC
New York
$347K +$324K +2,884 New
FMLI
1156
Fukoku Mutual Life Insurance
Japan
$346K – – –
LC
1157
LCNB Corp
Ohio
$343K -$39.1K -348 -11%
ZB
1158
Zions Bancorporation
Utah
$342K +$260K +2,318 +436%
PL
1159
Plancorp LLC
Missouri
$340K +$22.3K +199 +8%
IWA
1160
IVC Wealth Advisors
Pennsylvania
$338K +$1.46K +13 +0.5%
SRG
1161
SBB Research Group
Illinois
$337K +$2.92K +26 +0.9%
EFG
1162
Everhart Financial Group
Ohio
$335K +$26.3K +234 +9%
HI
1163
Harbour Investments
Wisconsin
$333K +$10.4K +93 +3%
EWP
1164
Engrave Wealth Partners
Texas
$332K +$310K +2,760 New
QL
1165
Quarry LP
New York
$331K +$309K +2,757 New
EGA
1166
E&G Advisors
Texas
$331K -$44.9K -400 -13%
TSW
1167
Thompson Siegel & Walmsley
Virginia
$330K +$5.61K +50 +2%
UCB
1168
United Community Bank
South Carolina
$330K +$308K +2,743 New
SFS
1169
Stiles Financial Services
Minnesota
$329K +$2.13K +19 +0.7%
PWW
1170
Pettyjohn Wood & White
Virginia
$329K +$307K +2,735 New
NP
1171
Nilsine Partners
Colorado
$327K -$174K -1,552 -36%
TW
1172
Transform Wealth
Colorado
$324K -$53.8K -479 -15%
LWANC
1173
Laurel Wealth Advisors (North Carolina)
North Carolina
$324K – – –
DWA
1174
Douglass Winthrop Advisors
New York
$324K – – –
CCA
1175
Cadent Capital Advisors
Oklahoma
$323K +$1.46K +13 +0.5%
45 46
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48 49