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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
VCP
1251
Verus Capital Partners
Arizona
$223K +$224K +2,199 New
TFO
1252
Tarbox Family Office
California
$222K – – –
BMA
1253
Brooks Moore & Associates
Tennessee
$222K -$24.8K -244 -10%
C
1254
Covestor
United Kingdom
$222K +$55.7K +548 +33%
NP
1255
NorthRock Partners
Minnesota
$222K -$47.9K -471 -18%
AIM
1256
Anchor Investment Management
South Carolina
$221K – – –
BCM
1257
Brainard Capital Management
Texas
$221K -$40.5K -398 -15%
AWA
1258
Alaska Wealth Advisors
Alaska
$221K – – –
AWA
1259
Aaron Wealth Advisors
Illinois
$220K +$12.8K +126 +6%
FCCM
1260
First City Capital Management
Georgia
$220K – – –
PL
1261
Perpetual Ltd
Australia
$219K +$220K +2,164 New
BIC
1262
Beach Investment Counsel
Pennsylvania
$219K -$30.5K -300 -12%
IGWM
1263
ICA Group Wealth Management
Colorado
$219K +$305 +3 +0.1%
TNB
1264
Thomasville National Bank
Georgia
$218K – – –
GCAC
1265
Guardian Capital Advisors (Canada)
Ontario, Canada
$218K – – –
FCBT
1266
First Citizens Bank & Trust
North Carolina
$218K -$44.7K -440 -17%
CS
1267
Cannell & Spears
New York
$218K +$18.9K +186 +9%
PB
1268
Pinnacle Bancorp
Nebraska
$217K – – –
SIAP
1269
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$217K -$8.13K -80 -4%
BWP
1270
Baldwin Wealth Partners
Massachusetts
$217K – – –
CCB
1271
Cutter & Co Brokerage
Missouri
$216K +$712 +7 +0.3%
PFA
1272
Pinnacle Family Advisors
Missouri
$216K -$17.2K -169 -7%
GL
1273
Graypoint LLC
New York
$215K +$216K +2,122 New
MWP
1274
Meredith Wealth Planning
Illinois
$215K – – –
AWP
1275
Abacus Wealth Partners
California
$215K +$2.34K +23 +1%
49 50
51
52 53