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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1226
Ritholtz Wealth Management
New York
$290K +$289K +2,348 New
DI
1227
Disciplined Investors
Texas
$290K -$12.7K -103 -4%
JC
1228
Jacobs & Co
California
$289K – – –
CF
1229
Centaurus Financial
California
$289K +$100K +815 +54%
PMG
1230
ProVise Management Group
Florida
$288K +$29K +235 +11%
RMP
1231
Richards, Merrill & Peterson
Washington
$288K +$17.3K +140 +6%
SFO
1232
Stokes Family Office
Louisiana
$288K -$6.04K -49 -2%
HWMG
1233
Hurlow Wealth Management Group
Indiana
$287K – – –
GIM
1234
Goelzer Investment Management
Indiana
$286K – – –
GJWM
1235
Gilliland Jeter Wealth Management
Arkansas
$286K – – –
MYIA
1236
Mount Yale Investment Advisors
Colorado
$286K -$214K -1,738 -43%
ACM
1237
Aljian Capital Management
Nevada
$285K -$26.4K -214 -8%
TA
1238
TFG Advisers
Michigan
$285K -$14.8K -120 -5%
SQA
1239
Simon Quick Advisors
New Jersey
$285K +$67.4K +547 +31%
PSP
1240
Principal Street Partners
Tennessee
$284K – – –
CCA
1241
Cadent Capital Advisors
Oklahoma
$284K -$8.5K -69 -3%
UPS
1242
UHLMANN PRICE SECURITIES
Illinois
$284K +$284K +2,302 New
PCM
1243
Polymer Capital Management
New York
$284K +$284K +2,301 New
CWM
1244
CarsonAllaria Wealth Management
Illinois
$284K +$125K +1,018 +79%
VA
1245
VestGen Advisors
Illinois
$284K +$283K +2,298 New
SIA
1246
Soltis Investment Advisors
Utah
$283K -$144K -1,166 -34%
DWAM
1247
Duncan Williams Asset Management
Tennessee
$282K -$4.31K -35 -2%
CCC
1248
Chelsea Counsel Company
California
$282K -$530K -4,300 -65%
MMG
1249
Monetary Management Group
Missouri
$282K – – –
BW
1250
BXM Wealth
Colorado
$282K +$281K +2,280 New
48 49
50
51 52