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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
GWMI
851
Guardian Wealth Management (Illinois)
Illinois
$681K -$97K -787 -12%
CWS
852
Confluence Wealth Services
Pennsylvania
$677K -$19.1K -155 -2%
AFG
853
Atomi Financial Group
New York
$677K +$44.2K +359 +7%
MHR
854
Matthew Hamilton Rosenberg
$676K -$3.45K -28 -0.5%
AMBIA
855
Allen Mooney & Barnes Investment Advisors
Georgia
$675K +$6.41K +52 +1%
5W
856
5T Wealth
California
$674K -$23.8K -193 -3%
EWA
857
EverSource Wealth Advisors
Alabama
$674K +$64.8K +526 +11%
HA
858
Harfst & Associates
Wyoming
$673K +$672K +5,449 New
BW
859
Basepoint Wealth
Iowa
$672K -$71.5K -580 -10%
TL
860
Tradewinds LLC
North Carolina
$667K -$18.9K -153 -3%
AWC
861
Abundance Wealth Counselors
Pennsylvania
$664K +$41.4K +336 +7%
WAM
862
Weatherly Asset Management
California
$662K +$28.1K +228 +4%
AFA
863
AA Financial Advisors
Ohio
$661K +$12.3K +100 +2%
PAM
864
Palisade Asset Management
Minnesota
$661K -$61.6K -500 -9%
WCM
865
Whitener Capital Management
North Carolina
$660K – – –
EWM
866
EPG Wealth Management
Georgia
$660K +$32.2K +261 +5%
WC
867
Westhampton Capital
North Carolina
$659K -$98.6K -800 -13%
BF
868
Baring Financial
Washington
$659K -$28.8K -234 -4%
PA
869
Probity Advisors
Texas
$657K +$48.3K +392 +8%
SC
870
Saturna Capital
Washington
$650K – – –
AFP
871
Ausdal Financial Partners
Iowa
$650K -$53.4K -433 -8%
WFAG
872
Worth Financial Advisory Group
North Carolina
$649K -$13.1K -106 -2%
FIA
873
Foundations Investment Advisors
Arizona
$644K +$63.6K +516 +11%
PPWP
874
Premier Path Wealth Partners
New Jersey
$644K +$13.7K +111 +2%
SSA
875
Schonfeld Strategic Advisors
New York
$643K +$642K +5,210 New
33 34
35
36 37