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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
RLH
1476
RD Lewis Holdings
Florida
$220K -$2.02K -15 -1%
CCT
1477
Capital City Trust
Florida
$219K +$229K +1,700 New
PIA
1478
Perennial Investment Advisors
California
$219K +$7.13K +53 +3%
CPW
1479
Crestmont Private Wealth
Texas
$219K – – –
MWM
1480
MOR Wealth Management
Pennsylvania
$219K +$228K +1,696 New
IWA
1481
IVC Wealth Advisors
Pennsylvania
$217K -$2.29K -17 -1%
JFA
1482
JNBA Financial Advisors
Minnesota
$217K +$1.21K +9 +0.5%
SIP
1483
Stoneridge Investment Partners
Pennsylvania
$217K +$227K +1,685 New
MAWA
1484
Moss Adams Wealth Advisors
Washington
$217K +$6.59K +49 +3%
OHWP
1485
Oak Harbor Wealth Partners
North Carolina
$216K +$2.42K +18 +1%
BFAG
1486
Blackston Financial Advisory Group
Florida
$216K -$13.6K -101 -6%
AAIM
1487
Asset Advisors Investment Management
Georgia
$216K – – –
CCG
1488
Catalina Capital Group
California
$215K -$808 -6 -0.4%
TWA
1489
TCI Wealth Advisors
Arizona
$214K -$50.2K -373 -18%
BFO
1490
Biltmore Family Office
North Carolina
$214K – – –
WFA
1491
Websterrogers Financial Advisors
South Carolina
$214K – – –
APC
1492
Aspire Private Capital
North Carolina
$214K – – –
DMBA
1493
Deseret Mutual Benefit Administrators
Utah
$214K -$6.46K -48 -3%
CCA
1494
Childress Capital Advisors
Texas
$213K +$5.79K +43 +3%
AIA
1495
Allied Investment Advisors
Montana
$213K +$223K +1,654 New
PFGIA
1496
Patriot Financial Group Insurance Agency
Massachusetts
$213K +$2.96K +22 +1%
BWM
1497
BNC Wealth Management
Oregon
$213K +$135 +1 +0.1%
MPAM
1498
Murphy Pohlad Asset Management
Minnesota
$213K – – –
IP
1499
Ignite Planners
California
$213K -$56.1K -417 -22%
BIG
1500
Brookwood Investment Group
Arizona
$213K -$109K -812 -33%
58 59
60
61 62