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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
1201
Northcape Wealth Management
New York
$304K – – –
TFA
1202
Teamwork Financial Advisors
Texas
$303K -$156K -1,262 -34%
PB
1203
Pinnacle Bancorp
Nebraska
$302K -$11.2K -91 -4%
FEM
1204
Fulcrum Equity Management
Texas
$301K +$18.4K +149 +7%
MWM
1205
Manske Wealth Management
Texas
$301K +$1.73K +14 +0.6%
GSB
1206
Greenfield Savings Bank
Massachusetts
$300K – – –
QP
1207
Quilter Plc
United Kingdom
$300K -$7.76K -63 -3%
LIM
1208
Letson Investment Management
Georgia
$300K – – –
GLA
1209
Good Life Advisors
Pennsylvania
$299K -$110K -896 -27%
MSWM
1210
Master's Wealth Management
Pennsylvania
$298K +$2.71K +22 +0.9%
MA
1211
Montag & Associates
Georgia
$298K – – –
AFG
1212
Allegheny Financial Group
Pennsylvania
$297K – – –
IIM
1213
Ipswich Investment Management
Massachusetts
$296K – – –
WC
1214
Whitney & Co
New York
$296K – – –
MAG
1215
M3 Advisory Group
Massachusetts
$294K +$7.52K +61 +3%
SW
1216
SkyOak Wealth
Michigan
$294K – – –
CA
1217
Callahan Advisors
Texas
$293K -$74.4K -604 -20%
TNB
1218
Thomasville National Bank
Georgia
$293K +$32.7K +265 +13%
MAWA
1219
Moss Adams Wealth Advisors
Washington
$292K +$51.6K +419 +22%
CSI
1220
Cross Staff Investments
New York
$292K – – –
EWS
1221
Evergreen Wealth Solutions
Pennsylvania
$292K +$291K +2,362 New
SOS
1222
Silver Oak Securities
Tennessee
$291K +$31.9K +259 +12%
MIP
1223
Marietta Investment Partners
Wisconsin
$291K – – –
DWM
1224
Denver Wealth Management
Colorado
$290K -$4.07K -33 -1%
BFA
1225
Beaumont Financial Advisors
Massachusetts
$290K +$4.68K +38 +2%
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50 51