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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
MPIA
1601
Mountain Pacific Investment Advisers
Idaho
$256K +$220K +1,407 New
SAM
1602
Secure Asset Management
Michigan
$256K +$220K +1,407 New
TF
1603
Tompkins Financial
New York
$256K +$25.4K +162 +13%
PBK
1604
Peoples Bank (Kansas)
Kansas
$256K +$220K +1,405 New
RZH
1605
Relyea Zuckerberg Hanson
Connecticut
$256K +$220K +1,403 New
GRWP
1606
Green Ridge Wealth Planning
New Jersey
$255K -$84.6K -540 -28%
PPWM
1607
Paragon Private Wealth Management
Kentucky
$255K +$219K +1,400 New
LWM
1608
Liberty Wealth Management
California
$255K +$219K +1,398 New
CPA
1609
Cardiff Park Advisors
California
$253K +$218K +1,388 New
PHWA
1610
Petersen Hastings Wealth Advisors
Washington
$253K +$217K +1,386 New
AA
1611
Addison Advisors
Vermont
$252K +$4.7K +30 +2%
CTA
1612
Chesley Taft & Associates
Illinois
$252K +$217K +1,383 New
JC
1613
JB Capital
Connecticut
$251K +$216K +1,380 New
AIM
1614
Acropolis Investment Management
Missouri
$251K -$97.9K -625 -31%
LRPA
1615
L. Roy Papp & Associates
Arizona
$251K +$216K +1,379 New
PGWM
1616
Parisi Gray Wealth Management
New Jersey
$250K +$215K +1,371 New
HNWA
1617
Henrickson Nauta Wealth Advisors
Michigan
$249K -$138K -878 -39%
ACIM
1618
Azimuth Capital Investment Management
Michigan
$249K +$214K +1,366 New
MAM
1619
Mainsail Asset Management
Alabama
$248K +$213K +1,362 New
EB
1620
Eastern Bank
Massachusetts
$248K -$470 -3 -0.2%
IFU
1621
iSAM Funds (UK)
United Kingdom
$247K -$1.41M -9,007 -87%
HT
1622
Headlands Technologies
Illinois
$247K +$213K +1,358 New
JEST
1623
JTC Employer Solutions Trustee
Jersey
$247K – – –
AW
1624
Avion Wealth
Texas
$247K +$85.7K +547 +67%
1L
1625
10Elms LLP
Oklahoma
$247K – – –
63 64
65
66 67