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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
1201
Denver Wealth Management
Colorado
$249K +$1.83K +18 +0.7%
RB
1202
Renasant Bank
Mississippi
$248K -$28.6K -281 -10%
BDWCC
1203
B&D White Capital Company
Texas
$247K – – –
PWS
1204
Precision Wealth Strategies
Missouri
$246K +$247K +2,427 New
LCM
1205
Leisure Capital Management
California
$244K -$13.4K -132 -5%
AWM
1206
Aries Wealth Management
Maine
$244K – – –
IIM
1207
Ipswich Investment Management
Massachusetts
$243K – – –
FBFS
1208
First Business Financial Services
Wisconsin
$243K +$1.63K +16 +0.7%
EFG
1209
Everhart Financial Group
Ohio
$243K +$44.5K +438 +22%
MWPCG
1210
Measured Wealth Private Client Group
New Hampshire
$243K -$3.56K -35 -1%
TWA
1211
TCI Wealth Advisors
Arizona
$243K +$8.44K +83 +4%
BHBT
1212
Burke & Herbert Bank & Trust
Virginia
$243K – – –
DMBA
1213
Deseret Mutual Benefit Administrators
Utah
$242K -$14.4K -142 -6%
WJA
1214
Willis Johnson & Associates
Texas
$242K +$45.8K +450 +23%
T
1215
TCWP
Ohio
$242K -$2.03K -20 -0.8%
SWA
1216
Sutton Wealth Advisors
Florida
$242K -$187K -1,839 -43%
EFG
1217
Ethos Financial Group
Pennsylvania
$242K +$20.9K +206 +9%
PIA
1218
Perennial Investment Advisors
California
$242K +$16.8K +165 +7%
HWAM
1219
Hennion & Walsh Asset Management
New Jersey
$240K -$6.3K -62 -3%
CCM
1220
Canal Capital Management
Virginia
$240K +$6K +59 +3%
GSB
1221
Greenfield Savings Bank
Massachusetts
$239K – – –
MIP
1222
Marietta Investment Partners
Wisconsin
$239K – – –
GW
1223
GW & Wade
Massachusetts
$239K -$3.76K -37 -2%
CAM
1224
Close Asset Management
United Kingdom
$239K +$240K +2,356 New
ACIM
1225
Azimuth Capital Investment Management
Michigan
$238K – – –
47 48
49
50 51