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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
VBCG
951
Valley Brook Capital Group
Pennsylvania
$854K +$172 +1 +0%
BF
952
Baring Financial
Washington
$850K -$31.8K -185 -4%
CIC
953
Chilton Investment Company
Connecticut
$848K +$232K +1,349 +37%
AAM
954
Augustine Asset Management
Florida
$847K -$5.51K -32 -0.6%
PPWP
955
Premier Path Wealth Partners
New Jersey
$846K +$15.7K +91 +2%
CCG
956
Ceeto Capital Group
Florida
$845K – – –
RC
957
Rexford Capital
Texas
$845K -$9.64K -56 -1%
SAM
958
Smartleaf Asset Management
Massachusetts
$840K – – –
AGP
959
Autumn Glory Partners
Texas
$836K – – –
VWM
960
Venturi Wealth Management
Texas
$836K +$74.2K +431 +10%
CL
961
CSS LLC
Illinois
$833K +$6.89K +40 +0.8%
KIA
962
KCM Investment Advisors
California
$831K -$25K -145 -3%
BAAM
963
Baker Avenue Asset Management
California
$828K +$40.1K +233 +5%
DWM
964
Drive Wealth Management
Utah
$818K +$143K +830 +21%
GFP
965
Gryphon Financial Partners
Ohio
$818K +$14.6K +85 +2%
GPA
966
Garrison Point Advisors
California
$816K -$26.2K -152 -3%
SB
967
SIG Brokerage
New York
$804K +$600K +3,485 +274%
JTWM
968
Jackson Thornton Wealth Management
Alabama
$803K +$99.2K +576 +14%
1C
969
111 Capital
France
$803K +$213K +1,237 +35%
MPWT
970
MassMutual Private Wealth & Trust
Connecticut
$798K +$6.89K +40 +0.9%
VC
971
Veracity Capital
Georgia
$793K +$25.3K +147 +3%
CCA
972
Corps Capital Advisors
Texas
$792K – – –
LCM
973
LVM Capital Management
Michigan
$790K – – –
PWPS
974
Pinnacle Wealth Planning Services
Ohio
$786K -$689 -4 -0.1%
PJWM
975
Philip James Wealth Mangement
Georgia
$786K -$201K -1,169 -20%
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