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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
TNB
1326
Thomasville National Bank
Georgia
$280K -$9.44K -79 -4%
LWA
1327
Lantern Wealth Advisors
New York
$280K +$251K +2,104 New
XSC
1328
X-Square Capital
Puerto Rico
$280K -$2.09M -17,449 -89%
TWA
1329
TCI Wealth Advisors
Arizona
$280K -$12K -100 -5%
DIM
1330
Delta Investment Management
California
$278K +$478 +4 +0.2%
FBFS
1331
First Business Financial Services
Wisconsin
$277K +$2.75K +23 +1%
PFGIA
1332
Patriot Financial Group Insurance Agency
Massachusetts
$275K +$2.27K +19 +0.9%
FFA
1333
Fortune Financial Advisors
Kansas
$274K – – –
BWP
1334
Baldwin Wealth Partners
Massachusetts
$274K -$10.4K -87 -4%
NSAM
1335
North Star Asset Management
Wisconsin
$272K -$10.2K -85 -4%
SL
1336
Sentry LLC
Tennessee
$272K +$478 +4 +0.2%
EGA
1337
Eagle Global Advisors
Texas
$272K – – –
AWCI
1338
Alpine Woods Capital Investors
New York
$271K +$244K +2,038 New
CPC
1339
Consolidated Planning Corp
Georgia
$271K – – –
DC
1340
Defender Capital
North Carolina
$271K – – –
WPC
1341
Waters Parkerson & Co
Louisiana
$271K -$598 -5 -0.2%
ST
1342
Sentinel Trust
Texas
$271K – – –
CWM
1343
Cabot Wealth Management
Massachusetts
$271K – – –
SEP
1344
Southland Equity Partners
Missouri
$271K +$22.9K +192 +10%
IP
1345
Ignite Planners
California
$270K -$4.3K -36 -2%
GIM
1346
Goelzer Investment Management
Indiana
$270K +$243K +2,030 New
PCM
1347
Penserra Capital Management
California
$270K -$106K -889 -30%
MGAM
1348
McGowan Group Asset Management
Texas
$269K +$239 +2 +0.1%
CCIA
1349
Campbell & Co Investment Adviser
Maryland
$268K -$1.79M -14,957 -88%
ZF
1350
Zega Financial
Florida
$267K +$240K +2,009 New
52 53
54
55 56