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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
FM
1451
Family Management
New York
$316K +$46K +267 +17%
MGAM
1452
McGowan Group Asset Management
Texas
$315K -$10.3K -60 -3%
TP
1453
Tranquility Partners
Tennessee
$315K – – –
RCAG
1454
Rehmann Capital Advisory Group
Michigan
$314K -$344 -2 -0.1%
XSC
1455
X-Square Capital
Puerto Rico
$314K +$9.98K +58 +3%
ABLA
1456
Alan B. Lancz & Associates
Ohio
$314K – – –
TWM
1457
TRB Wealth Management
Texas
$314K +$50.3K +292 +19%
WT
1458
Washington Trust
Rhode Island
$314K – – –
FAM
1459
Fulcrum Asset Management
United Kingdom
$313K -$4.45M -25,868 -93%
SOS
1460
Silver Oak Securities
Tennessee
$313K +$11.5K +67 +4%
FMN
1461
Financial Management Network
California
$312K -$3.44K -20 -1%
GJIA
1462
Glass Jacobson Investment Advisors
Maryland
$311K +$167K +970 +111%
LIA
1463
LBMC Investment Advisors
Tennessee
$311K -$120K -699 -28%
KIC
1464
Keating Investment Counselors
Florida
$311K -$34.4K -200 -10%
WSC
1465
Wellington Shields & Co
New York
$310K – – –
GPWA
1466
Gaddis Premier Wealth Advisors
Oklahoma
$309K – – –
TWM
1467
Trueblood Wealth Management
Ohio
$309K +$1.03K +6 +0.3%
PAW
1468
Plan A Wealth
Nebraska
$308K -$145K -842 -32%
FBT
1469
First Bankers Trust
Kentucky
$308K -$42.3K -246 -12%
WFM
1470
Wolff Financial Management
Michigan
$307K – – –
I
1471
InceptionR
California
$307K +$312K +1,814 New
SIS
1472
Sound Income Strategies
Florida
$306K +$49.1K +285 +19%
NGA
1473
Naples Global Advisors
Florida
$306K +$3.27K +19 +1%
WMA
1474
Wealth Management Associates
New Jersey
$306K -$953K -5,537 -75%
JE
1475
JMAC Enterprises
Pennsylvania
$305K – – –
57 58
59
60 61