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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
PRTG
1351
Post Resch Tallon Group
New York
$272K – – –
CAM
1352
Close Asset Management
United Kingdom
$272K – – –
TPA
1353
Trivium Point Advisory
Connecticut
$271K +$13.3K +99 +5%
PK
1354
Pflug Koory
Nebraska
$270K -$47.1K -350 -14%
AIM
1355
Anchor Investment Management
South Carolina
$270K – – –
CCWM
1356
Cassaday & Co Wealth Management
Virginia
$270K -$27.6K -205 -9%
RIG
1357
RiverFront Investment Group
Virginia
$270K +$36.2K +269 +15%
BMA
1358
Brooks Moore & Associates
Tennessee
$269K +$13.5K +100 +5%
ABLA
1359
Alan B. Lancz & Associates
Ohio
$269K – – –
ML
1360
McAdam LLC
Pennsylvania
$267K +$28K +208 +11%
QC
1361
Quent Capital
New York
$267K +$11K +82 +4%
QLSGSCF
1362
Quent Long Short Global Small Cap Fund
New York
$267K +$278K +2,067 New
PWS
1363
Pursuit Wealth Strategies
North Carolina
$266K +$278K +2,064 New
WPC
1364
Waters Parkerson & Co
Louisiana
$266K -$1.75K -13 -0.6%
FWP
1365
Flatrock Wealth Partners
California
$265K +$276K +2,051 New
LI
1366
LRI Investments
Florida
$265K -$68.6K -510 -20%
CC
1367
Chicago Capital
Illinois
$264K +$26.9K +200 +11%
PWG
1368
Portside Wealth Group
Utah
$263K +$404 +3 +0.1%
DC
1369
Defender Capital
North Carolina
$263K +$274K +2,036 New
CWM
1370
Cabot Wealth Management
Massachusetts
$263K – – –
ATS
1371
Ashton Thomas Securities
New York
$262K +$21K +156 +8%
NRG
1372
Nemes Rush Group
Michigan
$262K +$3.5K +26 +1%
LAM
1373
L2 Asset Management
Massachusetts
$262K +$18K +134 +7%
FFA
1374
Fortune Financial Advisors
Kansas
$261K -$5.38K -40 -2%
AIM
1375
Acropolis Investment Management
Missouri
$259K -$61.4K -456 -19%
53 54
55
56 57