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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CMP
1651
Coston McIsaac & Partners
Maine
$37K +$9.62K +65 +33%
CB
1652
CNB Bank
Pennsylvania
$36.3K – – –
SIC
1653
SJS Investment Consulting
Ohio
$36.1K -$1.04K -7 -3%
CT
1654
Clearstead Trust
Maine
$35.3K – – –
SRCM
1655
Signature Resources Capital Management
California
$35.3K – – –
RA
1656
Rise Advisors
New York
$35.3K +$296 +2 +0.8%
OWA
1657
Opal Wealth Advisors
New York
$34.2K +$35.8K +242 New
CAC
1658
Core Alternative Capital
Georgia
$33.3K – – –
CPG
1659
Cornerstone Planning Group
New Jersey
$32.9K -$2.96K -20 -7%
FPB
1660
First PREMIER Bank
South Dakota
$31K – – –
BGAI
1661
Bruce G. Allen Investments
Colorado
$30.6K -$8.88K -60 -22%
BTC
1662
Bank & Trust Company
Illinois
$30.6K +$32.1K +217 New
FCMT
1663
Founders Capital Management (Texas)
Texas
$30.4K – – –
TFM
1664
TFC Financial Management
Massachusetts
$30.3K -$2.52K -17 -7%
GJIA
1665
Glass Jacobson Investment Advisors
Maryland
$29.9K +$148 +1 +0.5%
CAS
1666
Coppell Advisory Solutions
Texas
$29.8K +$31.2K +211 New
WB
1667
Webster Bank
Connecticut
$29.5K -$2.37K -16 -7%
MBFW
1668
Morton Brown Family Wealth
Pennsylvania
$28.8K -$1.04K -7 -3%
FUBT
1669
First United Bank & Trust
Maryland
$28.2K -$5.18K -35 -15%
GA
1670
GoalVest Advisory
New York
$28.2K – – –
HI
1671
Hoey Investments
Pennsylvania
$28.2K – – –
RF
1672
Robinswood Financial
Washington
$28.2K – – –
FWA
1673
FSC Wealth Advisors
New York
$28.1K – – –
UOTTAIMCU
1674
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$27.7K – – –
EC
1675
Elequin Capital
New York
$27.1K +$28.4K +192 New
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