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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
PWPS
901
Pinnacle Wealth Planning Services
Ohio
$588K -$78K -613 -11%
WAM
902
Weatherly Asset Management
California
$585K -$636 -5 -0.1%
LFG
903
Larson Financial Group
Missouri
$585K +$76.3K +600 +13%
AFG
904
Atomi Financial Group
New York
$584K -$86.3K -678 -12%
PPWP
905
Premier Path Wealth Partners
New Jersey
$581K -$70.5K -554 -10%
EWM
906
EPG Wealth Management
Georgia
$579K +$24.3K +191 +4%
AIC
907
Archer Investment Corporation
Indiana
$578K +$445K +3,501 +223%
HIA
908
Harbor Investment Advisory
Maryland
$578K – – –
FC
909
Farringdon Capital
United Kingdom
$576K +$643K +5,053 New
AWC
910
Abundance Wealth Counselors
Pennsylvania
$575K -$10.3K -81 -2%
BHWM
911
Bar Harbor Wealth Management
New Hampshire
$574K – – –
AAM
912
Augustine Asset Management
Florida
$572K +$639K +5,022 New
MIM
913
Merrion Investment Management
New Jersey
$570K -$44.5K -350 -7%
BPC
914
Bryce Point Capital
New York
$569K +$636K +4,996 New
ETC
915
Exchange Traded Concepts
Oklahoma
$569K -$62.2K -489 -9%
AAS
916
Ameritas Advisory Services
Nebraska
$568K -$210K -1,652 -25%
GPA
917
Garrison Point Advisors
California
$565K – – –
ICM
918
Islay Capital Management
Texas
$562K – – –
EWA
919
EverSource Wealth Advisors
Alabama
$562K +$30.4K +239 +5%
PA
920
Probity Advisors
Texas
$561K +$18.1K +142 +3%
AWS
921
Arkfeld Wealth Strategies
Nebraska
$560K +$509 +4 +0.1%
CIAS
922
CFS Investment Advisory Services
New Jersey
$557K -$1.27K -10 -0.2%
CC
923
Centiva Capital
New York
$556K -$900K -7,072 -59%
EFG
924
Elm3 Financial Group
Georgia
$556K +$621K +4,881 New
JHCP
925
Jackson Hole Capital Partners
Oklahoma
$556K +$382 +3 +0.1%
35 36
37
38 39