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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1276
Carson Advisory
Georgia
$206K +$203K +1,984 New
CIC
1277
Crawford Investment Counsel
Georgia
$206K +$203K +1,981 New
FRA
1278
Front Row Advisors
California
$206K – – –
ABLA
1279
Alan B. Lancz & Associates
Ohio
$206K – – –
CS
1280
Cannell & Spears
New York
$204K +$201K +1,962 New
TAM
1281
Trillium Asset Management
Massachusetts
$204K +$201K +1,961 New
EFG
1282
Everhart Financial Group
Ohio
$204K +$200K +1,958 New
CCWM
1283
Cassaday & Co Wealth Management
Virginia
$204K +$200K +1,956 New
WJA
1284
Willis Johnson & Associates
Texas
$202K +$198K +1,940 New
EHWM
1285
Eads & Heald Wealth Management
Georgia
$201K +$198K +1,931 New
V
1286
VeraBank
Texas
$201K +$197K +1,927 New
WSCM
1287
Wellington Shields Capital Management
New York
$197K – – –
FFA
1288
Farther Finance Advisors
California
$192K +$189K +1,848 New
WSC
1289
Wellington Shields & Co
New York
$191K – – –
CBT
1290
Central Bank & Trust
Kentucky
$185K – – –
BONH
1291
Bank of New Hampshire
New Hampshire
$184K – – –
GRP
1292
Global Retirement Partners
California
$184K +$70.2K +686 +64%
IUHSA
1293
Itau Unibanco Holding S.A.
Brazil
$184K -$52.4K -512 -23%
VC
1294
Vestor Capital
Illinois
$180K +$1.13K +11 +0.6%
TWM
1295
Tradition Wealth Management
Minnesota
$178K -$19.3K -189 -10%
HFM
1296
Harvest Fund Management
China
$176K +$11.5K +112 +7%
APC
1297
Aspire Private Capital
North Carolina
$174K – – –
C
1298
Covestor
United Kingdom
$171K +$16.7K +163 +11%
HBT
1299
Hills Bank & Trust
Iowa
$170K +$13.3K +130 +9%
NFSG
1300
Newbridge Financial Services Group
Florida
$168K +$14.2K +139 +9%
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