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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
PMSA
1176
Patrick M. Sweeney & Associates
Illinois
$301K +$44.5K +397 +20%
PC
1177
Port Capital
Illinois
$300K +$6.05K +54 +2%
GL
1178
Graypoint LLC
New York
$300K -$138K -1,230 -33%
GCM
1179
Gables Capital Management
Florida
$298K – – –
JFG
1180
Jefferies Financial Group
New York
$298K -$574K -5,124 -67%
SIA
1181
Soltis Investment Advisors
Utah
$298K +$23.5K +210 +9%
TCOO
1182
Trust Company of Oklahoma
Oklahoma
$298K +$280K +2,497 New
PK
1183
Pflug Koory
Nebraska
$298K – – –
AWM
1184
Atticus Wealth Management
Florida
$297K +$261K +2,330 +1,456%
LIA
1185
LBMC Investment Advisors
Tennessee
$297K +$112 +1 +0%
FWM
1186
Forza Wealth Management
Florida
$296K +$27.8K +248 +11%
GF
1187
Goodman Financial
Texas
$294K – – –
TAM
1188
Townsend Asset Management
North Carolina
$294K -$30K -268 -10%
FSA
1189
Fort Sheridan Advisors
Illinois
$293K -$55.9K -499 -17%
DI
1190
Disciplined Investors
Texas
$293K +$12K +107 +5%
GSB
1191
Greenfield Savings Bank
Massachusetts
$290K – – –
QP
1192
Quilter Plc
United Kingdom
$290K – – –
LIM
1193
Letson Investment Management
Georgia
$290K – – –
AFG
1194
Allegheny Financial Group
Pennsylvania
$288K +$336 +3 +0.1%
CB
1195
Cadence Bank
Mississippi
$287K -$7.17K -64 -3%
MAG
1196
M3 Advisory Group
Massachusetts
$287K +$2.24K +20 +0.8%
IIM
1197
Ipswich Investment Management
Massachusetts
$286K – – –
BDWCC
1198
B&D White Capital Company
Texas
$286K +$269K +2,400 New
WC
1199
Whitney & Co
New York
$286K – – –
LWANC
1200
Laurel Wealth Advisors (North Carolina)
North Carolina
$285K -$25.4K -227 -9%
46 47
48
49 50