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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
1576
Sound Income Strategies
Florida
$268K -$17.7K -113 -7%
WCA
1577
Whetstone Capital Advisors
Kansas
$268K -$45.4K -290 -16%
BFAG
1578
Blackston Financial Advisory Group
Florida
$267K -$32.8K -209 -12%
CH
1579
Cromwell Holdings
Wyoming
$267K – – –
CA
1580
COFG Advisors
Illinois
$266K +$229K +1,461 New
CA
1581
Claro Advisors
Massachusetts
$266K +$228K +1,458 New
GWP
1582
Gateway Wealth Partners
Wisconsin
$265K +$228K +1,455 New
WMA
1583
West Michigan Advisors
Michigan
$265K +$228K +1,452 New
SFG
1584
Synergy Financial Group
California
$264K +$227K +1,449 New
RIS
1585
Richmond Investment Services
Wisconsin
$264K +$227K +1,449 New
FTC
1586
Farmers Trust Company
Ohio
$263K +$226K +1,442 New
DCM
1587
Donaldson Capital Management
Indiana
$263K +$226K +1,441 New
PC
1588
Purewater Capital
Texas
$262K +$225K +1,438 New
VAM
1589
Verity Asset Management
North Carolina
$262K +$225K +1,436 New
KIM
1590
Kestra Investment Management
Texas
$260K +$224K +1,428 New
JCM
1591
Jacobsen Capital Management
Utah
$260K +$224K +1,428 New
RCG
1592
Regatta Capital Group
California
$260K +$224K +1,427 New
JC
1593
JM2 Capital
Oklahoma
$260K +$223K +1,426 New
CFA
1594
CWS Financial Advisors
Michigan
$259K +$223K +1,423 New
CT
1595
Coastline Trust
Rhode Island
$259K – – –
HPC
1596
Hobart Private Capital
North Carolina
$259K +$222K +1,419 New
ZCP
1597
Z3 Capital Partners
Virginia
$259K +$222K +1,419 New
CCM
1598
Chilton Capital Management
Texas
$258K -$470 -3 -0.2%
NB
1599
NBT Bank
New York
$257K +$112K +712 +102%
HCM
1600
Hutchinson Capital Management
California
$256K +$220K +1,407 New
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