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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
1426
PFG Private Wealth Management
Florida
$207K +$54.5K +442 +36%
JFA
1427
JNBA Financial Advisors
Minnesota
$207K +$126K +1,019 +156%
BRWM
1428
Blue Rock Wealth Management
North Carolina
$207K +$206K +1,674 New
CIG
1429
Cullen Investment Group
Louisiana
$205K +$205K +1,664 New
KCFA
1430
Key Client Fiduciary Advisors
New Jersey
$205K +$205K +1,660 New
BFO
1431
Biltmore Family Office
North Carolina
$205K +$204K +1,659 New
AC
1432
Apella Capital
Connecticut
$205K +$245K +1,984 New
APC
1433
Aspire Private Capital
North Carolina
$204K +$204K +1,656 New
HCC
1434
Hirtle Callaghan & Co
Pennsylvania
$204K -$66.1K -536 -24%
MPAM
1435
Murphy Pohlad Asset Management
Minnesota
$204K +$203K +1,650 New
BWM
1436
BNC Wealth Management
Oregon
$204K +$203K +1,649 New
BBA
1437
BLB&B Advisors
Pennsylvania
$203K +$203K +1,648 New
MSWA
1438
Marshall & Sterling Wealth Advisors
New York
$203K -$121K -980 -37%
JIP
1439
Jaffetilchin Investment Partners
Florida
$203K +$203K +1,646 New
SIA
1440
Schear Investment Advisers
Ohio
$203K -$582K -4,723 -74%
GSC
1441
Ground Swell Capital
South Carolina
$203K +$202K +1,640 New
JSW
1442
Journey Strategic Wealth
New Jersey
$202K +$202K +1,639 New
WFI
1443
West Family Investments
California
$202K +$201K +1,632 New
TTWM
1444
TCV Trust & Wealth Management
Virginia
$202K +$201K +1,632 New
PCTC
1445
Perkins Coie Trust Company
Washington
$201K +$739 +6 +0.4%
HIP
1446
Harrell Investment Partners
Texas
$201K +$201K +1,628 New
NWWA
1447
New Wave Wealth Advisors
Arkansas
$201K +$123 +1 +0.1%
PWS
1448
Peterson Wealth Services
Utah
$198K -$4.19K -34 -2%
NS
1449
NBC Securities
Alabama
$192K +$192K +1,557 +155,700%
CT
1450
Coastline Trust
Rhode Island
$191K -$1.23K -10 -0.6%
56 57
58
59 60