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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
1401
BIP Wealth
Georgia
$249K -$40.5K -301 -13%
SCA
1402
Sandy Cove Advisors
Massachusetts
$249K +$11.7K +87 +5%
AAS
1403
Ameritas Advisory Services
Nebraska
$249K -$82.1K -610 -24%
TAM
1404
Trillium Asset Management
Massachusetts
$249K – – –
PFA
1405
Pinnacle Family Advisors
Missouri
$248K +$2.02K +15 +0.8%
SIC
1406
SJS Investment Consulting
Ohio
$247K +$38.8K +288 +18%
BWM
1407
BNB Wealth Management
Maryland
$247K +$257K +1,912 New
MGAM
1408
McGowan Group Asset Management
Texas
$247K +$2.42K +18 +1%
XSC
1409
X-Square Capital
Puerto Rico
$246K +$135 +1 +0.1%
EWS
1410
Evergreen Wealth Solutions
Pennsylvania
$246K +$33.4K +248 +15%
DA
1411
Denali Advisors
California
$245K -$299K -2,218 -54%
BWCS
1412
Beirne Wealth Consulting Services
Connecticut
$245K -$8.21K -61 -3%
SAM
1413
Summit Asset Management
Tennessee
$245K +$3.23K +24 +1%
SPW
1414
Signet Private Wealth
Illinois
$244K +$255K +1,894 New
DTC
1415
Davidson Trust Company
Washington
$243K -$118K -875 -32%
WCM
1416
Weik Capital Management
Pennsylvania
$243K – – –
SOS
1417
Silver Oak Securities
Tennessee
$242K -$13.1K -97 -5%
IP
1418
Investment Partners
Ohio
$242K +$253K +1,879 New
CAM
1419
Columbia Asset Management
Michigan
$242K – – –
BBA
1420
BLB&B Advisors
Pennsylvania
$242K +$38K +282 +18%
HCM
1421
Howland Capital Management
Massachusetts
$242K +$808 +6 +0.3%
PAG
1422
Powers Advisory Group
Illinois
$242K +$135 +1 +0.1%
WIM
1423
Westside Investment Management
California
$242K +$3.1K +23 +1%
TP
1424
Tranquility Partners
Tennessee
$241K – – –
JIP
1425
Jaffetilchin Investment Partners
Florida
$241K +$12.4K +92 +5%
55 56
57
58 59