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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1451
Summit Asset Management
Tennessee
$317K +$172 +1 +0.1%
WA
1452
WBH Advisory
Maryland
$317K -$17.2K -100 -5%
TTWM
1453
TCV Trust & Wealth Management
Virginia
$316K – – –
GCA
1454
Gallagher Capital Advisors
Texas
$316K +$516 +3 +0.2%
HWA
1455
HHM Wealth Advisors
Tennessee
$316K +$7.57K +44 +2%
FM
1456
Family Management
New York
$316K +$46K +267 +17%
MGAM
1457
McGowan Group Asset Management
Texas
$315K -$10.3K -60 -3%
TP
1458
Tranquility Partners
Tennessee
$315K – – –
RCAG
1459
Rehmann Capital Advisory Group
Michigan
$314K -$344 -2 -0.1%
XSC
1460
X-Square Capital
Puerto Rico
$314K +$9.98K +58 +3%
ABLA
1461
Alan B. Lancz & Associates
Ohio
$314K – – –
TWM
1462
TRB Wealth Management
Texas
$314K +$50.3K +292 +19%
WT
1463
Washington Trust
Rhode Island
$314K – – –
FAM
1464
Fulcrum Asset Management
United Kingdom
$313K -$4.45M -25,868 -93%
SOS
1465
Silver Oak Securities
Tennessee
$313K +$11.5K +67 +4%
FMN
1466
Financial Management Network
California
$312K -$3.44K -20 -1%
GJIA
1467
Glass Jacobson Investment Advisors
Maryland
$311K +$167K +970 +111%
LIA
1468
LBMC Investment Advisors
Tennessee
$311K -$120K -699 -28%
KIC
1469
Keating Investment Counselors
Florida
$311K -$34.4K -200 -10%
WSC
1470
Wellington Shields & Co
New York
$310K – – –
GPWA
1471
Gaddis Premier Wealth Advisors
Oklahoma
$309K – – –
TWM
1472
Trueblood Wealth Management
Ohio
$309K +$1.03K +6 +0.3%
PAW
1473
Plan A Wealth
Nebraska
$308K -$145K -842 -32%
FBT
1474
First Bankers Trust
Kentucky
$308K -$42.3K -246 -12%
WFM
1475
Wolff Financial Management
Michigan
$307K – – –
57 58
59
60 61