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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
FTC
1451
Farmers Trust Company
Ohio
$272K +$240K +1,667 New
GG
1452
Greenwood Gearhart
Arkansas
$272K – – –
CIM
1453
Contravisory Investment Management
Massachusetts
$272K -$5.33K -37 -2%
CAAS
1454
Capital Asset Advisory Services
Michigan
$271K +$229K +1,586 New
PWLP
1455
Prio Wealth Limited Partnership
Massachusetts
$271K -$1.44K -10 -0.6%
PAMG
1456
Patton Albertson Miller Group
Tennessee
$271K -$29.5K -205 -11%
OCM
1457
Objective Capital Management
Ohio
$270K -$576 -4 -0.2%
CA
1458
CoreCap Advisors
Michigan
$270K -$98.3K -682 -29%
DDPIC
1459
Deroy & Devereaux Private Investment Counsel
Michigan
$270K – – –
EW
1460
Evoke Wealth
California
$270K +$238K +1,653 New
SRA
1461
Secured Retirement Advisors
Minnesota
$269K -$904K -6,270 -79%
SPWM
1462
Schrum Private Wealth Management
Florida
$268K +$237K +1,642 New
CC
1463
Chicago Capital
Illinois
$268K – – –
FSA
1464
Fort Sheridan Advisors
Illinois
$268K +$5.04K +35 +2%
SLC
1465
Second Line Capital
Louisiana
$268K +$237K +1,642 New
BFO
1466
Biltmore Family Office
North Carolina
$268K – – –
BFIM
1467
Beese Fulmer Investment Management
Ohio
$268K -$4.32K -30 -2%
AL
1468
Aspiriant LLC
California
$267K +$236K +1,637 New
PCTC
1469
Perkins Coie Trust Company
Washington
$267K – – –
LWL
1470
Leo Wealth LLC
Texas
$267K +$432 +3 +0.2%
TIA
1471
Tiemann Investment Advisors
California
$266K – – –
CTWM
1472
Cherry Tree Wealth Management
Minnesota
$266K -$19.7K -137 -8%
HIP
1473
Harrell Investment Partners
Texas
$266K -$14.6K -101 -6%
HWMT
1474
Heritage Wealth Management (Texas)
Texas
$266K – – –
IWN
1475
Independent Wealth Network
Iowa
$266K +$14K +97 +6%
57 58
59
60 61