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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
TTWM
1426
TCV Trust & Wealth Management
Virginia
$285K – – –
BONH
1427
Bank of New Hampshire
New Hampshire
$285K – – –
CA
1428
Claro Advisors
Massachusetts
$284K +$10.8K +75 +5%
ACI
1429
Alpha Cubed Investments
California
$284K -$14K -97 -5%
AC
1430
Avestar Capital
New York
$283K +$250K +1,734 New
NC
1431
NovaPoint Capital
Georgia
$283K +$721 +5 +0.3%
BFAG
1432
Blackston Financial Advisory Group
Florida
$282K -$282K -1,960 -53%
MFG
1433
MidWestOne Financial Group
Iowa
$282K – – –
CIG
1434
Cullen Investment Group
Louisiana
$281K -$9.94K -69 -4%
XSC
1435
X-Square Capital
Puerto Rico
$280K -$21.8K -151 -7%
CFA
1436
Cahill Financial Advisors
Minnesota
$280K +$28.1K +195 +13%
MPAM
1437
Murphy Pohlad Asset Management
Minnesota
$280K -$20.2K -140 -8%
ANBT
1438
American National Bank & Trust
Texas
$280K -$17.3K -120 -7%
SCM
1439
Spring Capital Management
Texas
$278K +$246K +1,705 New
BWCS
1440
Beirne Wealth Consulting Services
Connecticut
$278K -$17.3K -120 -7%
CIG
1441
Cascade Investment Group
Colorado
$278K +$14.4K +100 +6%
CF
1442
Clarity Financial
Texas
$278K +$245K +1,700 New
FCM
1443
Fourpath Capital Management
Oklahoma
$275K +$1.15K +8 +0.5%
PWG
1444
Portside Wealth Group
Utah
$275K -$226K -1,565 -48%
PNC
1445
Park National Corp
Ohio
$275K -$29.8K -207 -11%
CF
1446
Centaurus Financial
California
$275K -$23.1K -160 -9%
WP
1447
Wealthspan Partners
Iowa
$275K +$3.6K +25 +2%
LHC
1448
Little House Capital
Massachusetts
$274K -$17.1K -119 -7%
WRPWM
1449
Werba Rubin Papier Wealth Management
California
$273K -$17.3K -120 -7%
APC
1450
Aspire Private Capital
North Carolina
$273K – – –
56 57
58
59 60