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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
YWP
1176
YorkBridge Wealth Partners
New York
$284K -$2.47K -22 -0.9%
SNT
1177
Security National Trust
West Virginia
$284K – – –
MFG
1178
Magnus Financial Group
New York
$284K +$19.7K +175 +7%
ACA
1179
Anchor Capital Advisors
Massachusetts
$283K – – –
AIC
1180
Ameritas Investment Company
Nebraska
$282K +$18.5K +165 +7%
MWM
1181
Modera Wealth Management
New Jersey
$281K +$33.7K +300 +14%
CA
1182
CapWealth Advisors
Tennessee
$280K -$22.1K -197 -7%
NCM
1183
Next Capital Management
New York
$279K – – –
GC
1184
Grimes & Company
Massachusetts
$279K +$899 +8 +0.3%
BRWM
1185
B. Riley Wealth Management
Tennessee
$278K -$15.3K -136 -5%
CWP
1186
Capital Wealth Planning
Florida
$278K -$11.2K -100 -4%
DAM
1187
Delta Asset Management
Tennessee
$278K -$7.75K -69 -3%
CW
1188
CreativeOne Wealth
Kansas
$278K +$11.8K +105 +4%
LA
1189
Legacy Advisors
Pennsylvania
$277K +$20.2K +180 +8%
HFAS
1190
Hummer Financial Advisory Services
Illinois
$277K +$280K +2,490 New
SRC
1191
Sage Rhino Capital
California
$275K +$48.9K +435 +20%
LPT
1192
Legacy Private Trust
Wisconsin
$274K – – –
MIP
1193
Marietta Investment Partners
Wisconsin
$274K – – –
WA
1194
WP Advisors
California
$274K +$2.13K +19 +0.8%
CFFP
1195
Center for Financial Planning
Michigan
$274K +$276K +2,459 New
PCS
1196
Personal CFO Solutions
New Jersey
$273K -$555K -4,936 -67%
AW
1197
ACG Wealth
Georgia
$273K -$19.2K -171 -7%
CAM
1198
Covenant Asset Management
New Jersey
$273K – – –
CAM
1199
Close Asset Management
United Kingdom
$271K -$112 -1 -0%
PPP
1200
Private Portfolio Partners
New Jersey
$271K +$21.6K +192 +9%
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