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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
KB
1851
Kimelman & Baird
New York
$114K – – –
SMBT
1852
Southern Michigan Bank & Trust
Michigan
$114K +$97.9K +625 New
MSG
1853
Main Street Group
Virginia
$112K +$96.5K +616 New
BCM
1854
Basso Capital Management
Connecticut
$111K – – –
HIMS
1855
Hager Investment Management Services
New Hampshire
$110K – – –
GWS
1856
Greykasell Wealth Strategies
California
$107K +$12.8K +82 +16%
TPWA
1857
Twin Peaks Wealth Advisors
California
$106K +$90.9K +580 New
NL
1858
NorthAvenue LLC
Ohio
$105K -$470 -3 -0.5%
JWA
1859
JFS Wealth Advisors
Pennsylvania
$103K -$3.6K -23 -4%
CSB
1860
City State Bank
Iowa
$102K -$57.7K -368 -40%
MMCM
1861
Murphy & Mullick Capital Management
New York
$101K -$7.21K -46 -8%
MO
1862
McMillan Office
Michigan
$101K – – –
MSFP
1863
Mark Sheptoff Financial Planning
Connecticut
$99.1K -$64.2K -410 -43%
CFSG
1864
Community Financial Services Group
Vermont
$98.9K +$88.2K +563 New
GTAM
1865
Global Trust Asset Management
Florida
$98.6K – – –
FRA
1866
Front Row Advisors
California
$97.5K – – –
HAP
1867
Harbor Asset Planning
Massachusetts
$97.2K – – –
SVWA
1868
Sarver Vrooman Wealth Advisors
Missouri
$97.1K – – –
JWM
1869
JPL Wealth Management
Colorado
$96.7K +$83.2K +531 New
SGK
1870
Steigerwald Gordon & Koch
Virginia
$96.7K -$25.9K -165 -24%
FHC
1871
First Horizon Corporation
Tennessee
$96.6K -$8.78K -56 -10%
B
1872
Bayban
Minnesota
$95.8K +$12.4K +79 +18%
APW
1873
Aventura Private Wealth
Florida
$95.1K +$313 +2 +0.4%
OAJ
1874
Ogorek Anthony Joseph
New York
$94K -$5.01K -32 -6%
WB
1875
Webster Bank
Connecticut
$91.3K – – –
73 74
75
76 77