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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1226
Fermata Advisors
California
$288K +$269K +2,396 New
MFG
1227
Merit Financial Group
Georgia
$288K +$25K +223 +10%
MWPCG
1228
Measured Wealth Private Client Group
New Hampshire
$288K – – –
T
1229
TCWP
Ohio
$287K – – –
EFG
1230
Ethos Financial Group
Pennsylvania
$287K – – –
LSA
1231
Leonteq Securities AG
Switzerland
$286K -$2.29M -20,371 -90%
CCM
1232
Canal Capital Management
Virginia
$286K +$2.47K +22 +0.9%
SW
1233
SkyOak Wealth
Michigan
$286K +$4.26K +38 +2%
CFA
1234
CWS Financial Advisors
Michigan
$285K – – –
JC
1235
Jacobs & Co
California
$284K – – –
HBW
1236
Hazlett, Burt & Watson
West Virginia
$284K +$6.62K +59 +3%
AWM
1237
Aries Wealth Management
Maine
$284K +$13.5K +120 +5%
MIP
1238
Marietta Investment Partners
Wisconsin
$284K – – –
FFBTD
1239
First Financial Bank - Trust Division
Ohio
$283K -$17.2K -153 -6%
CAM
1240
Close Asset Management
United Kingdom
$283K – – –
GBWM
1241
Granite Bay Wealth Management
New Hampshire
$283K +$283K +2,520 New
EI
1242
Ethic Inc
New York
$282K +$17.8K +159 +7%
ACIM
1243
Azimuth Capital Investment Management
Michigan
$282K +$4.94K +44 +2%
HWMG
1244
Hurlow Wealth Management Group
Indiana
$281K +$449 +4 +0.2%
CW
1245
CreativeOne Wealth
Kansas
$280K -$141K -1,253 -35%
SB
1246
Strategic Blueprint
Georgia
$280K +$22.2K +198 +9%
FNFDCM
1247
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$279K – – –
WIM
1248
Warwick Investment Management
Texas
$279K – – –
CAGAS
1249
Capital Advisory Group Advisory Services
Minnesota
$279K +$261K +2,321 New
DWT
1250
Dorsey & Whitney Trust
South Dakota
$279K +$1.35K +12 +0.5%
48 49
50
51 52