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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
NI
1876
NDVR Inc
Massachusetts
– -$229K -1,751 Closed
AAIM
1877
Asset Advisors Investment Management
Georgia
– -$230K -1,750 Closed
HOWA
1878
Heritage Oak Wealth Advisors
Florida
– -$230K -1,749 Closed
CFA
1879
Cahill Financial Advisors
Minnesota
– -$228K -1,734 Closed
AIM
1880
AMI Investment Management
Indiana
– -$227K -1,729 Closed
PAMG
1881
Patton Albertson Miller Group
Tennessee
– -$227K -1,728 Closed
PFA
1882
Pinnacle Family Advisors
Missouri
– -$227K -1,725 Closed
NC
1883
NovaPoint Capital
Georgia
– -$226K -1,721 Closed
IWA
1884
IVC Wealth Advisors
Pennsylvania
– -$226K -1,720 Closed
PIA
1885
Perennial Investment Advisors
California
– -$226K -1,720 Closed
PSCM
1886
Per Stirling Capital Management
Texas
– -$224K -1,701 Closed
BWCS
1887
Beirne Wealth Consulting Services
Connecticut
– -$223K -1,700 Closed
CPW
1888
Crestmont Private Wealth
Texas
– -$223K -1,698 Closed
MIS
1889
Morningstar Investment Services
Illinois
– -$223K -1,698 Closed
LAM
1890
L2 Asset Management
Massachusetts
– -$223K -1,697 Closed
WP
1891
Wealthspan Partners
Iowa
– -$223K -1,696 Closed
RWMG
1892
Redwood Wealth Management Group
New Jersey
– -$221K -1,678 Closed
TNA
1893
True North Advisors
Texas
– -$221K -1,678 Closed
LWL
1894
Leo Wealth LLC
Texas
– -$220K -1,675 Closed
CIG
1895
Cullen Investment Group
Louisiana
– -$220K -1,672 Closed
KCFA
1896
Key Client Fiduciary Advisors
New Jersey
– -$220K -1,672 Closed
APC
1897
Aspire Private Capital
North Carolina
– -$219K -1,669 Closed
GG
1898
Greenwood Gearhart
Arkansas
– -$219K -1,665 Closed
BIC
1899
Beach Investment Counsel
Pennsylvania
– -$218K -1,660 Closed
BFO
1900
Biltmore Family Office
North Carolina
– -$218K -1,659 Closed
74 75
76
77 78