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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
851
Confluence Wealth Services
Pennsylvania
$677K -$19.1K -155 -2%
AFG
852
Atomi Financial Group
New York
$677K +$44.2K +359 +7%
MHR
853
Matthew Hamilton Rosenberg
$676K -$3.45K -28 -0.5%
AMBIA
854
Allen Mooney & Barnes Investment Advisors
Georgia
$675K +$6.41K +52 +1%
5W
855
5T Wealth
California
$674K -$23.8K -193 -3%
EWA
856
EverSource Wealth Advisors
Alabama
$674K +$64.8K +526 +11%
HA
857
Harfst & Associates
Wyoming
$673K +$672K +5,449 New
BW
858
Basepoint Wealth
Iowa
$672K -$71.5K -580 -10%
TL
859
Tradewinds LLC
North Carolina
$667K -$18.9K -153 -3%
AWC
860
Abundance Wealth Counselors
Pennsylvania
$664K +$41.4K +336 +7%
WAM
861
Weatherly Asset Management
California
$662K +$28.1K +228 +4%
AFA
862
AA Financial Advisors
Ohio
$661K +$12.3K +100 +2%
PAM
863
Palisade Asset Management
Minnesota
$661K -$61.6K -500 -9%
WCM
864
Whitener Capital Management
North Carolina
$660K – – –
EWM
865
EPG Wealth Management
Georgia
$660K +$32.2K +261 +5%
WC
866
Westhampton Capital
North Carolina
$659K -$98.6K -800 -13%
BF
867
Baring Financial
Washington
$659K -$28.8K -234 -4%
PA
868
Probity Advisors
Texas
$657K +$48.3K +392 +8%
SC
869
Saturna Capital
Washington
$650K – – –
AFP
870
Ausdal Financial Partners
Iowa
$650K -$53.4K -433 -8%
WFAG
871
Worth Financial Advisory Group
North Carolina
$649K -$13.1K -106 -2%
FIA
872
Foundations Investment Advisors
Arizona
$644K +$63.6K +516 +11%
PPWP
873
Premier Path Wealth Partners
New Jersey
$644K +$13.7K +111 +2%
SSA
874
Schonfeld Strategic Advisors
New York
$643K +$642K +5,210 New
PWPS
875
Pinnacle Wealth Planning Services
Ohio
$642K +$5.42K +44 +0.9%
33 34
35
36 37