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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
801
Mission Wealth Management
California
$443K +$74.7K +885 +21%
WANY
802
Wealthspire Advisors (New York)
New York
$442K -$407K -4,818 -48%
FSWA
803
Financial Synergies Wealth Advisors
Texas
$441K +$2.7K +32 +0.6%
GC
804
Gilbert & Cook
Iowa
$441K +$11.3K +134 +3%
EF
805
Empirical Finance
Pennsylvania
$441K +$62.9K +745 +17%
CAG
806
Csenge Advisory Group
Florida
$438K – – –
PFPT
807
Pinnacle Financial Partners (Tennessee)
Tennessee
$436K +$97.5K +1,155 +29%
PWA
808
Pinnacle Wealth Advisors
Tennessee
$436K +$429K +5,083 New
WIC
809
Wilkins Investment Counsel
Massachusetts
$435K -$92.9K -1,100 -18%
ARC
810
Advisor Resource Council
Texas
$434K +$426K +5,052 New
VAG
811
VisionPoint Advisory Group
Texas
$432K -$4.39K -52 -1%
FMBTD
812
First Midwest Bank Trust Division
Illinois
$431K -$55.4K -656 -12%
CTFG
813
Capstone Triton Financial Group
Oklahoma
$431K – – –
IPW
814
Inlet Private Wealth
Florida
$429K – – –
MMA
815
Miracle Mile Advisors
California
$427K -$1.53M -18,134 -78%
MA
816
MCF Advisors
Kentucky
$423K -$13K -154 -3%
VFA
817
Valeo Financial Advisors
Indiana
$423K -$1.44K -17 -0.3%
SRC
818
Sage Rhino Capital
California
$423K +$35.1K +416 +9%
FA
819
Faithward Advisors
Pennsylvania
$422K -$84 -1 -0%
DILIC
820
Dai-ichi Life Insurance Company
Japan
$421K – – –
PMAS
821
PNC Managed Account Solutions
Texas
$418K +$412K +4,875 New
MIC
822
Means Investment Company
Maine
$414K +$39.9K +473 +11%
GG
823
Gofen & Glossberg
Illinois
$412K +$675 +8 +0.2%
RC
824
Roundview Capital
New Jersey
$410K +$33.3K +394 +9%
APW
825
Austin Private Wealth
Texas
$409K +$2.7K +32 +0.7%
31 32
33
34 35