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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
PB
1276
Pinnacle Bancorp
Nebraska
$446K – – –
TCM
1277
TD Capital Management
Tennessee
$445K +$49.5K +316 +15%
CA
1278
Capital Advantage
California
$444K -$16.5K -105 -4%
EWM
1279
Elevatus Welath Management
New York
$444K -$16.9K -108 -4%
LIM
1280
Letson Investment Management
Georgia
$443K – – –
HFS
1281
Hantz Financial Services
Michigan
$442K +$2.98K +19 +0.8%
FSA
1282
Fort Sheridan Advisors
Illinois
$442K – – –
SIAP
1283
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$442K – – –
SFO
1284
Stokes Family Office
Louisiana
$441K -$98.1K -626 -21%
5NPW
1285
55 North Private Wealth
Florida
$440K -$127K -812 -25%
BCG
1286
Breakwater Capital Group
New Jersey
$439K +$7.83K +50 +2%
CPA
1287
Capital Performance Advisors
California
$439K -$149K -951 -28%
PSP
1288
Principal Street Partners
Tennessee
$439K +$6.42K +41 +2%
CG
1289
CFO4Life Group
Texas
$435K -$313 -2 -0.1%
HDIM
1290
Hanson & Doremus Investment Management
Vermont
$434K -$38.2K -244 -9%
FWP
1291
Falcon Wealth Planning
California
$431K +$101K +644 +37%
CSI
1292
Cross Staff Investments
New York
$430K – – –
WRPWM
1293
Werba Rubin Papier Wealth Management
California
$430K +$79.9K +510 +28%
MIP
1294
Marietta Investment Partners
Wisconsin
$430K – – –
CWM
1295
Chronos Wealth Management
Florida
$430K – – –
QP
1296
Quilter Plc
United Kingdom
$429K -$12.1K -77 -3%
PFA
1297
Pure Financial Advisors
California
$429K +$4.39K +28 +1%
KA
1298
Klingman & Associates
New York
$428K +$5.17K +33 +1%
FFS
1299
Founders Financial Securities
Maryland
$427K +$18K +115 +5%
PF
1300
Phoenix Financial
Israel
$427K -$152K -971 -29%
50 51
52
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