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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CCC
1326
Chelsea Counsel Company
California
$386K – – –
AFG
1327
Allegheny Financial Group
Pennsylvania
$386K -$1.03K -6 -0.3%
IAS
1328
Insigneo Advisory Services
Florida
$385K +$392K +2,280 New
PCP
1329
Proficio Capital Partners
Massachusetts
$384K +$391K +2,273 New
BFA
1330
Beaumont Financial Advisors
Massachusetts
$384K +$12.9K +75 +3%
PWG
1331
Portside Wealth Group
Utah
$383K +$23.9K +139 +7%
DWM
1332
Denver Wealth Management
Colorado
$381K +$2.24K +13 +0.6%
RA
1333
Ruggaard & Associates
Ohio
$381K -$47.9K -278 -11%
LOPW
1334
Live Oak Private Wealth
North Carolina
$381K – – –
GM
1335
GeoWealth Management
Illinois
$381K +$127K +737 +49%
EPI
1336
Eddie Patel Inc
Illinois
$381K +$387K +2,251 New
SP
1337
SmartHarvest Portfolios
Washington
$381K -$6.71K -39 -2%
ACM
1338
Aljian Capital Management
Nevada
$380K +$689 +4 +0.2%
SFO
1339
Stokes Family Office
Louisiana
$380K -$30K -174 -7%
ASCM
1340
Adkins Seale Capital Management
Louisiana
$380K – – –
WRPWM
1341
Werba Rubin Papier Wealth Management
California
$379K -$20K -116 -5%
BWM
1342
BNB Wealth Management
Maryland
$379K -$39.8K -231 -9%
LC
1343
Lawood & Co
Pennsylvania
$376K – – –
MCM
1344
MV Capital Management
Maryland
$375K -$1.38K -8 -0.4%
BFG
1345
Berger Financial Group
Minnesota
$374K +$344 +2 +0.1%
FFBTD
1346
First Financial Bank - Trust Division
Ohio
$373K +$4.82K +28 +1%
FWP
1347
Flatrock Wealth Partners
California
$371K +$37.4K +217 +11%
FFA
1348
Founders Financial Alliance
North Carolina
$371K +$24.6K +143 +7%
V
1349
VeraBank
Texas
$370K – – –
SIAP
1350
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$370K -$40.5K -235 -10%
52 53
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55 56