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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1276
Canvas Wealth Advisors
Kansas
$214K -$54.5K -536 -20%
BC
1277
Brookfield Corp
Ontario, Canada
$214K +$214K +2,106 New
DFG
1278
Delta Financial Group
New Jersey
$213K +$3.86K +38 +2%
IP
1279
Ignite Planners
California
$213K -$407 -4 -0.2%
PFGIA
1280
Patriot Financial Group Insurance Agency
Massachusetts
$212K +$10.8K +106 +5%
CCM
1281
Chiron Capital Management
Florida
$212K – – –
WTB
1282
Washington Trust Bank
Washington
$211K -$12.2K -120 -5%
AL
1283
Aspiriant LLC
California
$211K +$6.1K +60 +3%
SW
1284
SlateStone Wealth
Florida
$210K – – –
TCM
1285
TD Capital Management
Tennessee
$209K – – –
FB
1286
Fulton Bank
Pennsylvania
$209K +$209K +2,059 New
WFA
1287
Websterrogers Financial Advisors
South Carolina
$208K – – –
BFPW
1288
BOK Financial Private Wealth
Colorado
$207K -$19.2K -189 -8%
SL
1289
Sentry LLC
Tennessee
$207K +$207K +2,039 New
DC
1290
Defender Capital
North Carolina
$206K – – –
BGIM
1291
Brandywine Global Investment Management
Pennsylvania
$206K -$12.7K -125 -6%
WI
1292
WrapManager Inc
California
$206K +$2.24K +22 +1%
CWM
1293
Cabot Wealth Management
Massachusetts
$206K – – –
ST
1294
Sentinel Trust
Texas
$206K +$207K +2,034 New
EDRIA
1295
Edmonds Duncan Registered Investment Advisors
Kansas
$206K – – –
SFG
1296
Sovereign Financial Group
Connecticut
$205K – – –
RFA
1297
Resurgent Financial Advisors
Georgia
$205K -$22.1K -217 -10%
ATIA
1298
American Trust Investment Advisors
New Hampshire
$204K – – –
MGAM
1299
McGowan Group Asset Management
Texas
$204K – – –
H
1300
HoyleCohen
California
$204K -$9.35K -92 -4%
50 51
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