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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
IIL
1726
Income Insurance Ltd
$218K +$187K +1,195 New
EW
1727
Expressive Wealth
Illinois
$217K +$198K +1,264 New
NRC
1728
New Republic Capital
North Carolina
$217K -$68.8K -439 -27%
GFPC
1729
Global Financial Private Client
Florida
$216K +$186K +1,186 New
SIAG
1730
Safeguard Investment Advisory Group
California
$216K +$185K +1,183 New
RWMG
1731
Redwood Wealth Management Group
New Jersey
$216K +$186K +1,184 New
CPWM
1732
Cypress Point Wealth Management
Texas
$215K +$185K +1,182 New
AF
1733
Advisornet Financial
Minnesota
$215K +$784 +5 +0.4%
EIP
1734
Ellis Investment Partners
Pennsylvania
$215K +$185K +1,180 New
CST
1735
Charles Schwab Trust
Nevada
$215K +$185K +1,179 New
CNBOF
1736
City National Bank of Florida
Florida
$215K +$185K +1,179 New
NLP
1737
Next Level Private
New York
$214K +$184K +1,177 New
SIC
1738
Sigma Investment Counselors
Michigan
$214K +$184K +1,175 New
CCA
1739
Clearwater Capital Advisors
Illinois
$214K +$184K +1,174 New
FDCP
1740
Foster Dykema Cabot & Partners
Massachusetts
$213K – – –
MCCA
1741
Mill Creek Capital Advisors
Pennsylvania
$213K +$183K +1,171 New
RIA
1742
Realta Investment Advisors
Delaware
$213K +$183K +1,170 New
KA
1743
Kure Advisory
Minnesota
$213K +$183K +1,169 New
VEM
1744
Vann Equity Management
Texas
$213K +$183K +1,167 New
CAL
1745
Capital Advisors Ltd
Ohio
$212K -$8.62K -55 -5%
IHL
1746
Investment House LLC
California
$212K +$182K +1,163 New
SMH
1747
Sanders Morris Harris
Texas
$212K +$182K +1,162 New
AC
1748
Addison Capital
Pennsylvania
$211K +$182K +1,159 New
FMTC
1749
Farmers & Merchants Trust Company
California
$211K +$182K +1,159 New
HVIA
1750
Hudson Valley Investment Advisors
New York
$211K +$181K +1,158 New
68 69
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