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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
1151
Magnus Financial Group
New York
$403K +$239 +2 +0.1%
GL
1152
Graypoint LLC
New York
$403K +$16.9K +141 +5%
RBFC
1153
Roman Butler Fullerton & Co
Missouri
$402K -$69.9K -585 -17%
CT
1154
Chicago Trust
Illinois
$402K -$48.4K -405 -12%
EWM
1155
Empirical Wealth Management
Washington
$401K -$49.7K -416 -12%
LAM
1156
Lummis Asset Management
Texas
$401K +$360K +3,011 New
DS
1157
DRW Securities
Illinois
$399K -$17K -142 -5%
SFG
1158
Seamount Financial Group
Colorado
$399K +$359K +3,000 New
CCG
1159
Ceeto Capital Group
Florida
$399K – – –
EFS
1160
Essex Financial Services
Connecticut
$399K +$2.39K +20 +0.7%
CFGS
1161
Concourse Financial Group Securities
Alabama
$398K -$6.45K -54 -2%
CB
1162
Cadence Bank
Mississippi
$398K – – –
MFFIA
1163
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$398K – – –
I
1164
InceptionR
California
$398K +$357K +2,987 New
LWM
1165
Laidlaw Wealth Management
New York
$397K -$16.7K -140 -4%
IGAM
1166
iA Global Asset Management
Quebec, Canada
$397K -$2.41M -20,124 -87%
SAG
1167
SageView Advisory Group
California
$396K +$333K +2,784 New
PI
1168
PFG Investments
New York
$395K -$63.3K -530 -15%
AWM
1169
Aries Wealth Management
Maine
$394K +$50.8K +425 +17%
FPGT
1170
Financial Partners Group (Tennessee)
Tennessee
$394K +$2.63K +22 +0.7%
PL
1171
Plancorp LLC
Missouri
$393K +$14.2K +119 +4%
BBHC
1172
Brown Brothers Harriman & Co
New York
$392K -$41.2K -345 -10%
ECP
1173
Empyrean Capital Partners
California
$391K – – –
GA
1174
Geller Advisors
New York
$386K -$478 -4 -0.1%
LGA
1175
Lebenthal Global Advisors
New York
$383K +$344K +2,880 New
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