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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CPW
1426
Crestmont Private Wealth
Texas
$285K +$7.06K +49 +3%
CFG
1427
Cooper Financial Group
California
$285K +$23.6K +164 +10%
TTWM
1428
TCV Trust & Wealth Management
Virginia
$285K – – –
BONH
1429
Bank of New Hampshire
New Hampshire
$285K – – –
CA
1430
Claro Advisors
Massachusetts
$284K +$10.8K +75 +5%
ACI
1431
Alpha Cubed Investments
California
$284K -$14K -97 -5%
AC
1432
Avestar Capital
New York
$283K +$250K +1,734 New
NC
1433
NovaPoint Capital
Georgia
$283K +$721 +5 +0.3%
BFAG
1434
Blackston Financial Advisory Group
Florida
$282K -$282K -1,960 -53%
MFG
1435
MidWestOne Financial Group
Iowa
$282K – – –
CIG
1436
Cullen Investment Group
Louisiana
$281K -$9.94K -69 -4%
XSC
1437
X-Square Capital
Puerto Rico
$280K -$21.8K -151 -7%
CFA
1438
Cahill Financial Advisors
Minnesota
$280K +$28.1K +195 +13%
MPAM
1439
Murphy Pohlad Asset Management
Minnesota
$280K -$20.2K -140 -8%
ANBT
1440
American National Bank & Trust
Texas
$280K -$17.3K -120 -7%
SCM
1441
Spring Capital Management
Texas
$278K +$246K +1,705 New
BWCS
1442
Beirne Wealth Consulting Services
Connecticut
$278K -$17.3K -120 -7%
CIG
1443
Cascade Investment Group
Colorado
$278K +$14.4K +100 +6%
CF
1444
Clarity Financial
Texas
$278K +$245K +1,700 New
FCM
1445
Fourpath Capital Management
Oklahoma
$275K +$1.15K +8 +0.5%
PWG
1446
Portside Wealth Group
Utah
$275K -$226K -1,565 -48%
PNC
1447
Park National Corp
Ohio
$275K -$29.8K -207 -11%
CF
1448
Centaurus Financial
California
$275K -$23.1K -160 -9%
WP
1449
Wealthspan Partners
Iowa
$275K +$3.6K +25 +2%
LHC
1450
Little House Capital
Massachusetts
$274K -$17.1K -119 -7%
56 57
58
59 60