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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
BMA
1176
Brooks Moore & Associates
Tennessee
$253K +$248K +2,429 New
DWM
1177
Denver Wealth Management
Colorado
$253K +$249K +2,433 New
APG
1178
Abacus Planning Group
South Carolina
$253K -$102K -1,000 -29%
MWPCG
1179
Measured Wealth Private Client Group
New Hampshire
$253K +$249K +2,430 New
MHS
1180
M Holdings Securities
Oregon
$252K +$248K +2,420 New
T
1181
TCWP
Ohio
$251K -$26.8K -262 -10%
AWM
1182
Aries Wealth Management
Maine
$250K – – –
IIM
1183
Ipswich Investment Management
Massachusetts
$250K +$245K +2,400 New
WC
1184
Whitney & Co
New York
$250K +$245K +2,400 New
BHBT
1185
Burke & Herbert Bank & Trust
Virginia
$249K +$245K +2,394 New
GW
1186
GW & Wade
Massachusetts
$249K +$245K +2,394 New
FBFS
1187
First Business Financial Services
Wisconsin
$248K +$243K +2,380 New
MIP
1188
Marietta Investment Partners
Wisconsin
$246K – – –
GSB
1189
Greenfield Savings Bank
Massachusetts
$246K +$241K +2,360 New
SFO
1190
Stokes Family Office
Louisiana
$245K +$241K +2,353 New
ACIM
1191
Azimuth Capital Investment Management
Michigan
$244K +$240K +2,349 New
FIA
1192
Foundations Investment Advisors
Arizona
$244K -$97.1K -949 -29%
SW
1193
SkyOak Wealth
Michigan
$244K +$239K +2,340 New
SAG
1194
SageView Advisory Group
California
$243K +$239K +2,337 New
HWMG
1195
Hurlow Wealth Management Group
Indiana
$243K +$239K +2,334 New
DBIA
1196
Dumont & Blake Investment Advisors
New Jersey
$242K +$238K +2,322 New
FNFDCM
1197
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$242K +$238K +2,325 New
TWA
1198
TCI Wealth Advisors
Arizona
$241K -$8.69K -85 -4%
CAM
1199
Covenant Asset Management
New Jersey
$240K +$236K +2,310 New
CCM
1200
Canal Capital Management
Virginia
$240K +$236K +2,308 New
46 47
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