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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
DJSG
1401
D.J. St. Germain
Massachusetts
$237K +$21.3K +166 +11%
TC
1402
Touchstone Capital
Pennsylvania
$237K +$224K +1,745 New
WP
1403
Wealthspan Partners
Iowa
$237K – – –
NCM
1404
Next Capital Management
New York
$236K -$7.94K -62 -3%
LA
1405
LM Advisors
California
$236K – – –
AIM
1406
AMI Investment Management
Indiana
$235K – – –
PSCM
1407
Per Stirling Capital Management
Texas
$234K +$641 +5 +0.3%
AWM
1408
Aprio Wealth Management
Georgia
$234K +$220K +1,721 New
RFP
1409
Root Financial Partners
California
$234K +$220K +1,718 New
TNA
1410
True North Advisors
Texas
$234K +$384 +3 +0.2%
SL
1411
Sentry LLC
Tennessee
$233K – – –
JPWM
1412
Jamison Private Wealth Management
Georgia
$232K +$219K +1,707 New
SSWM
1413
Strait & Sound Wealth Management
California
$232K – – –
DMBA
1414
Deseret Mutual Benefit Administrators
Utah
$232K +$21.1K +165 +11%
IWA
1415
IVC Wealth Advisors
Pennsylvania
$231K -$4.48K -35 -2%
KCFA
1416
Key Client Fiduciary Advisors
New Jersey
$231K +$2.18K +17 +1%
CPW
1417
Crestmont Private Wealth
Texas
$231K – – –
EB
1418
Eastern Bank
Massachusetts
$231K -$8.71K -68 -4%
SAG
1419
SageView Advisory Group
California
$230K +$217K +1,693 New
SWM
1420
Spire Wealth Management
Virginia
$230K +$19.5K +152 +10%
PWP
1421
Phillips Wealth Planners
Mississippi
$230K +$221K +1,728 New
FTC
1422
Farmers Trust Company
Ohio
$229K +$215K +1,682 New
CCG
1423
Catalina Capital Group
California
$228K -$23.3K -182 -10%
JFA
1424
JNBA Financial Advisors
Minnesota
$228K – – –
AAIM
1425
Asset Advisors Investment Management
Georgia
$228K -$22.4K -175 -9%
55 56
57
58 59