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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
1401
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$296K -$240K -1,662 -47%
WFM
1402
Wolff Financial Management
Michigan
$296K – – –
AAIS
1403
ABN AMRO Investment Solutions
$296K -$11M -76,300 -98%
WJA
1404
Willis Johnson & Associates
Texas
$296K -$2.88K -20 -1%
ZIG
1405
Zullo Investment Group
Pennsylvania
$296K +$144 +1 +0.1%
ECG
1406
EPIQ Capital Group
California
$295K +$1.87K +13 +0.7%
AC
1407
Armistice Capital
New York
$295K +$261K +1,809 New
D
1408
Diversified
Delaware
$295K +$2.45K +17 +1%
V
1409
VeraBank
Texas
$294K – – –
AIM
1410
AMI Investment Management
Indiana
$294K -$4.47K -31 -2%
DCM
1411
Donaldson Capital Management
Indiana
$294K -$1.44K -10 -0.6%
KCFA
1412
Key Client Fiduciary Advisors
New Jersey
$293K +$259K +1,795 New
NQWM
1413
Northwest Quadrant Wealth Management
Oregon
$292K +$1.44K +10 +0.6%
V
1414
ViaWealth
Kansas
$292K +$288 +2 +0.1%
KCM
1415
KRS Capital Management
Michigan
$292K +$1.01K +7 +0.4%
DC
1416
Diametric Capital
Massachusetts
$292K +$258K +1,787 New
CBT
1417
Central Bank & Trust
Kentucky
$290K – – –
NB
1418
Nicolet Bankshares
Wisconsin
$290K – – –
HC
1419
Hourglass Capital
Texas
$289K – – –
SMA
1420
Sage Mountain Advisors
Georgia
$289K -$65.9K -457 -21%
SWMP
1421
Signature Wealth Management Partners
New Jersey
$288K -$5.04K -35 -2%
IGWM
1422
ICA Group Wealth Management
Colorado
$287K +$36.9K +256 +17%
PFA
1423
Pinnacle Family Advisors
Missouri
$286K +$1.58K +11 +0.6%
AFG
1424
ABLE Financial Group
Arizona
$286K -$8.79K -61 -3%
CPW
1425
Crestmont Private Wealth
Texas
$285K +$7.06K +49 +3%
55 56
57
58 59