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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
WRPWM
1451
Werba Rubin Papier Wealth Management
California
$273K -$17.3K -120 -7%
APC
1452
Aspire Private Capital
North Carolina
$273K – – –
FTC
1453
Farmers Trust Company
Ohio
$272K +$240K +1,667 New
GG
1454
Greenwood Gearhart
Arkansas
$272K – – –
CIM
1455
Contravisory Investment Management
Massachusetts
$272K -$5.33K -37 -2%
CAAS
1456
Capital Asset Advisory Services
Michigan
$271K +$229K +1,586 New
PWLP
1457
Prio Wealth Limited Partnership
Massachusetts
$271K -$1.44K -10 -0.6%
PAMG
1458
Patton Albertson Miller Group
Tennessee
$271K -$29.5K -205 -11%
OCM
1459
Objective Capital Management
Ohio
$270K -$576 -4 -0.2%
CA
1460
CoreCap Advisors
Michigan
$270K -$98.3K -682 -29%
DDPIC
1461
Deroy & Devereaux Private Investment Counsel
Michigan
$270K – – –
EW
1462
Evoke Wealth
California
$270K +$238K +1,653 New
SRA
1463
Secured Retirement Advisors
Minnesota
$269K -$904K -6,270 -79%
SPWM
1464
Schrum Private Wealth Management
Florida
$268K +$237K +1,642 New
CC
1465
Chicago Capital
Illinois
$268K – – –
FSA
1466
Fort Sheridan Advisors
Illinois
$268K +$5.04K +35 +2%
SLC
1467
Second Line Capital
Louisiana
$268K +$237K +1,642 New
BFO
1468
Biltmore Family Office
North Carolina
$268K – – –
BFIM
1469
Beese Fulmer Investment Management
Ohio
$268K -$4.32K -30 -2%
AL
1470
Aspiriant LLC
California
$267K +$236K +1,637 New
PCTC
1471
Perkins Coie Trust Company
Washington
$267K – – –
LWL
1472
Leo Wealth LLC
Texas
$267K +$432 +3 +0.2%
TIA
1473
Tiemann Investment Advisors
California
$266K – – –
CTWM
1474
Cherry Tree Wealth Management
Minnesota
$266K -$19.7K -137 -8%
HIP
1475
Harrell Investment Partners
Texas
$266K -$14.6K -101 -6%
57 58
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60 61