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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
PCH
1426
PGIM Custom Harvest
New Jersey
$233K +$244K +1,649 New
AA
1427
Advisory Alpha
Michigan
$233K +$11.2K +76 +5%
BAM
1428
Berkshire Asset Management
Pennsylvania
$232K +$29K +196 +14%
FTC
1429
Farmers Trust Company
Ohio
$232K -$3.55K -24 -1%
SPWM
1430
Schrum Private Wealth Management
Florida
$232K – – –
CC
1431
Chicago Capital
Illinois
$232K – – –
LAM
1432
L2 Asset Management
Massachusetts
$232K +$12.1K +82 +5%
BFO
1433
Biltmore Family Office
North Carolina
$231K – – –
BFIM
1434
Beese Fulmer Investment Management
Ohio
$231K – – –
PCTC
1435
Perkins Coie Trust Company
Washington
$231K – – –
HIP
1436
Harrell Investment Partners
Texas
$230K – – –
HWMT
1437
Heritage Wealth Management (Texas)
Texas
$230K – – –
IWN
1438
Independent Wealth Network
Iowa
$230K +$148 +1 +0.1%
MWM
1439
Modern Wealth Management
Kansas
$230K +$241K +1,626 New
MIS
1440
Morningstar Investment Services
Illinois
$228K +$592 +4 +0.2%
BIAS
1441
Beacon Investment Advisory Services
New Jersey
$227K -$40K -270 -14%
FC
1442
Forte Capital
New York
$227K +$296 +2 +0.1%
CFS
1443
CRA Financial Services
New Jersey
$227K – – –
CFA
1444
Cahill Financial Advisors
Minnesota
$227K -$15.5K -105 -6%
EDRH
1445
Edmond de Rothschild Holding
Switzerland
$227K -$73.9K -499 -24%
SWA
1446
SFMG Wealth Advisors
Texas
$227K +$27.2K +184 +13%
NRG
1447
Nemes Rush Group
Michigan
$226K -$37.7K -255 -14%
LSA
1448
Leonteq Securities AG
Switzerland
$224K +$235K +1,590 New
AFG
1449
ABLE Financial Group
Arizona
$224K -$24.4K -165 -9%
CFA
1450
CWS Financial Advisors
Michigan
$223K +$234K +1,583 New
56 57
58
59 60