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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
JC
1326
Jacobs & Co
California
$389K -$6.71K -39 -2%
LAM
1327
L2 Asset Management
Massachusetts
$387K +$19.6K +114 +5%
DI
1328
Disciplined Investors
Texas
$387K -$4.3K -25 -1%
DWAM
1329
Duncan Williams Asset Management
Tennessee
$387K – – –
CCC
1330
Chelsea Counsel Company
California
$386K – – –
AFG
1331
Allegheny Financial Group
Pennsylvania
$386K -$1.03K -6 -0.3%
IAS
1332
Insigneo Advisory Services
Florida
$385K +$392K +2,280 New
PCP
1333
Proficio Capital Partners
Massachusetts
$384K +$391K +2,273 New
BFA
1334
Beaumont Financial Advisors
Massachusetts
$384K +$12.9K +75 +3%
PWG
1335
Portside Wealth Group
Utah
$383K +$23.9K +139 +7%
DWM
1336
Denver Wealth Management
Colorado
$381K +$2.24K +13 +0.6%
RA
1337
Ruggaard & Associates
Ohio
$381K -$47.9K -278 -11%
LOPW
1338
Live Oak Private Wealth
North Carolina
$381K – – –
GM
1339
GeoWealth Management
Illinois
$381K +$127K +737 +49%
EPI
1340
Eddie Patel Inc
Illinois
$381K +$387K +2,251 New
SP
1341
SmartHarvest Portfolios
Washington
$381K -$6.71K -39 -2%
ACM
1342
Aljian Capital Management
Nevada
$380K +$689 +4 +0.2%
SFO
1343
Stokes Family Office
Louisiana
$380K -$30K -174 -7%
ASCM
1344
Adkins Seale Capital Management
Louisiana
$380K – – –
WRPWM
1345
Werba Rubin Papier Wealth Management
California
$379K -$20K -116 -5%
BWM
1346
BNB Wealth Management
Maryland
$379K -$39.8K -231 -9%
LC
1347
Lawood & Co
Pennsylvania
$376K – – –
MCM
1348
MV Capital Management
Maryland
$375K -$1.38K -8 -0.4%
BFG
1349
Berger Financial Group
Minnesota
$374K +$344 +2 +0.1%
FFBTD
1350
First Financial Bank - Trust Division
Ohio
$373K +$4.82K +28 +1%
52 53
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