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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
LWP
1326
LeClair Wealth Partners
Ohio
$266K – – –
TFA
1327
Teamwork Financial Advisors
Texas
$266K -$34.2K -267 -12%
GCM
1328
Greenland Capital Management
New York
$265K -$689K -5,375 -73%
DLA
1329
Douglas Lane & Associates
New York
$265K -$7.43K -58 -3%
OPA
1330
Old Port Advisors
Maine
$265K +$9.1K +71 +4%
ITIM
1331
Indiana Trust & Investment Management
Indiana
$265K – – –
MAM
1332
Morse Asset Management
Connecticut
$265K +$237K +1,853 +2,014%
CFS
1333
Commonwealth Financial Services
West Virginia
$264K -$19.3K -151 -7%
TAM
1334
Trillium Asset Management
Massachusetts
$263K – – –
OC
1335
Optima Capital
Oregon
$262K -$16.7K -130 -6%
APG
1336
Abacus Planning Group
South Carolina
$261K +$20.5K +160 +9%
PFA
1337
Pinnacle Family Advisors
Missouri
$259K +$27.5K +215 +13%
WT
1338
Washington Trust
Rhode Island
$259K +$6.41K +50 +3%
XSC
1339
X-Square Capital
Puerto Rico
$259K +$384 +3 +0.2%
AW
1340
Apricus Wealth
South Carolina
$258K – – –
IP
1341
Ignite Planners
California
$258K +$384 +3 +0.2%
MGAM
1342
McGowan Group Asset Management
Texas
$258K – – –
LAM
1343
L2 Asset Management
Massachusetts
$257K +$9.22K +72 +4%
FAN
1344
Financial Advisors Network
California
$257K +$13.3K +104 +6%
KWA
1345
Kingswood Wealth Advisors
California
$257K +$16.8K +131 +7%
WCM
1346
Weik Capital Management
Pennsylvania
$256K -$16K -125 -6%
OC
1347
Oakworth Capital
Alabama
$256K – – –
CAM
1348
Columbia Asset Management
Michigan
$255K – – –
RWM
1349
Ritholtz Wealth Management
New York
$255K +$241K +1,878 New
SAM
1350
Summit Asset Management
Tennessee
$255K +$128 +1 +0.1%
52 53
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