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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1601
Tacita Capital
Ontario, Canada
$51.4K – – –
LJHT
1602
Laurie J. Hall Trustee
$51K +$52.5K +389 New
EA
1603
Evolution Advisers
Virginia
$50K – – –
PP
1604
PrairieView Partners
Minnesota
$50K – – –
AT
1605
Arlington Trust
Alabama
$48.4K +$2.7K +20 +6%
CCA
1606
Catalyst Capital Advisors
New York
$48.1K -$3.08M -22,804 -98%
PWMG
1607
Private Wealth Management Group
New Jersey
$47.5K – – –
EFP
1608
EnRich Financial Partners
Wisconsin
$47.3K – – –
TFIPS
1609
Towarzystwo Funduszy Inwestycyjnych PZU SA
$47.3K – – –
BGA
1610
Battery Global Advisors
Massachusetts
$47.1K +$48.3K +358 New
MCM
1611
Manchester Capital Management
Vermont
$46.6K +$6.89K +51 +17%
CA
1612
Claris Advisors
Missouri
$46.3K +$47.5K +352 New
LFA
1613
Legend Financial Advisors
Pennsylvania
$46K -$6.62K -49 -12%
RL
1614
Rogco LP
Oklahoma
$46K – – –
DWS
1615
Dynamic Wealth Strategies
California
$45K -$16.5K -122 -26%
HWM
1616
Hemington Wealth Management
Virginia
$44K +$49.1K +364 New
BIA
1617
Bell Investment Advisors
California
$43.2K – – –
CIAS
1618
CBIZ Investment Advisory Services
Ohio
$42.1K – – –
NECFA
1619
New England Capital Financial Advisors
Connecticut
$41.9K +$135 +1 +0.3%
WOSD
1620
WFA of San Diego
California
$41.9K – – –
PPA
1621
Painted Porch Advisors
California
$40.9K – – –
PHK
1622
Point72 Hong Kong
Hong Kong
$40K +$41K +304 New
SA
1623
SRH Advisors
Kansas
$39.3K – – –
CA
1624
Centerpoint Advisors
Massachusetts
$39K – – –
RA
1625
Rational Advisors
New York
$38.8K -$5.94K -44 -13%
63 64
65
66 67