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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
1176
Magnus Financial Group
New York
$284K +$19.7K +175 +7%
ACA
1177
Anchor Capital Advisors
Massachusetts
$283K – – –
AIC
1178
Ameritas Investment Company
Nebraska
$282K +$18.5K +165 +7%
MWM
1179
Modera Wealth Management
New Jersey
$281K +$33.7K +300 +14%
CA
1180
CapWealth Advisors
Tennessee
$280K -$22.1K -197 -7%
NCM
1181
Next Capital Management
New York
$279K – – –
GC
1182
Grimes & Company
Massachusetts
$279K +$899 +8 +0.3%
BRWM
1183
B. Riley Wealth Management
Tennessee
$278K -$15.3K -136 -5%
CWP
1184
Capital Wealth Planning
Florida
$278K -$11.2K -100 -4%
DAM
1185
Delta Asset Management
Tennessee
$278K -$7.75K -69 -3%
CW
1186
CreativeOne Wealth
Kansas
$278K +$11.8K +105 +4%
LA
1187
Legacy Advisors
Pennsylvania
$277K +$20.2K +180 +8%
HFAS
1188
Hummer Financial Advisory Services
Illinois
$277K +$280K +2,490 New
SRC
1189
Sage Rhino Capital
California
$275K +$48.9K +435 +20%
LPT
1190
Legacy Private Trust
Wisconsin
$274K – – –
MIP
1191
Marietta Investment Partners
Wisconsin
$274K – – –
WA
1192
WP Advisors
California
$274K +$2.13K +19 +0.8%
CFFP
1193
Center for Financial Planning
Michigan
$274K +$276K +2,459 New
PCS
1194
Personal CFO Solutions
New Jersey
$273K -$555K -4,936 -67%
AW
1195
ACG Wealth
Georgia
$273K -$19.2K -171 -7%
CAM
1196
Covenant Asset Management
New Jersey
$273K – – –
CAM
1197
Close Asset Management
United Kingdom
$271K -$112 -1 -0%
PPP
1198
Private Portfolio Partners
New Jersey
$271K +$21.6K +192 +9%
MPWT
1199
MassMutual Private Wealth & Trust
Connecticut
$269K -$17K -151 -6%
DTC
1200
Davidson Trust Company
Washington
$268K +$271K +2,412 New
46 47
48
49 50