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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
MWP
1251
Moller Wealth Partners
$274K – – –
AFG
1252
Allegheny Financial Group
Pennsylvania
$274K +$4.96K +39 +2%
OCM
1253
Orleans Capital Management
Louisiana
$274K – – –
IIM
1254
Ipswich Investment Management
Massachusetts
$273K – – –
FBT
1255
First Bankers Trust
Kentucky
$273K – – –
WC
1256
Whitney & Co
New York
$273K -$1.27K -10 -0.4%
TSS
1257
Two Sigma Securities
New York
$273K -$794K -6,241 -72%
MSWM
1258
Master's Wealth Management
Pennsylvania
$272K +$304K +2,388 New
LIA
1259
LBMC Investment Advisors
Tennessee
$272K +$127 +1 +0%
PFBT
1260
Parkside Financial Bank & Trust
Missouri
$272K +$13.1K +103 +5%
DWM
1261
Denver Wealth Management
Colorado
$272K +$1.91K +15 +0.6%
SFO
1262
Stokes Family Office
Louisiana
$271K -$890 -7 -0.3%
SW
1263
SkyOak Wealth
Michigan
$271K – – –
PA
1264
PFG Advisors
Arizona
$271K -$53.8K -423 -15%
CCA
1265
Cadent Capital Advisors
Oklahoma
$270K -$62.2K -489 -17%
HC
1266
Hamilton Capital
Ohio
$270K +$3.69K +29 +1%
AA
1267
Apriem Advisors
California
$270K +$26.7K +210 +10%
SIAP
1268
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$269K – – –
CSI
1269
Cross Staff Investments
New York
$269K – – –
MIP
1270
Marietta Investment Partners
Wisconsin
$269K – – –
SFG
1271
Seamount Financial Group
Colorado
$268K – – –
MWPCG
1272
Measured Wealth Private Client Group
New Hampshire
$268K – – –
KWA
1273
Kingswood Wealth Advisors
California
$268K -$628K -4,936 -68%
JC
1274
Jacobs & Co
California
$267K – – –
HWMG
1275
Hurlow Wealth Management Group
Indiana
$265K +$9.54K +75 +3%
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