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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
976
Corps Capital Advisors
Texas
$792K – – –
LCM
977
LVM Capital Management
Michigan
$790K – – –
PWPS
978
Pinnacle Wealth Planning Services
Ohio
$786K -$689 -4 -0.1%
PJWM
979
Philip James Wealth Mangement
Georgia
$786K -$201K -1,169 -20%
IRC
980
Investors Research Corp
Georgia
$786K -$7.23K -42 -0.9%
SFI
981
Siemens Fonds Invest
Germany
$786K +$372K +2,160 +87%
EP
982
Essential Partners
California
$785K +$133K +772 +20%
TWIM
983
TIAA Wealth Investment Management
New York
$780K +$45.1K +262 +6%
VA
984
Veratis Advisors
North Carolina
$777K +$791K +4,597 New
AWS
985
Arkfeld Wealth Strategies
Nebraska
$773K -$30K -174 -4%
5W
986
5T Wealth
California
$773K -$8.09K -47 -1%
BOH
987
Bank of Hawaii
Hawaii
$772K -$143K -829 -15%
RIM
988
Redwood Investment Management
Arizona
$768K +$782K +4,543 New
RF
989
Rossby Financial
Florida
$766K +$62.1K +361 +9%
EA
990
Everpar Advisors
Oklahoma
$757K -$118K -683 -13%
WAS
991
Wealth Advisory Solutions
Indiana
$757K – – –
FMWA
992
Forvis Mazars Wealth Advisors
Missouri
$757K +$135K +782 +21%
RYIA
993
Roehl & Yi Investment Advisors
Oregon
$753K -$181K -1,049 -19%
MP
994
Mangrove Partners
Connecticut
$752K – – –
PAA
995
Peregrine Asset Advisers
Oregon
$751K – – –
NL
996
NVWM LLC
Pennsylvania
$751K -$4.99K -29 -0.6%
WAP
997
Wealthcare Advisory Partners
Pennsylvania
$750K -$808K -4,691 -51%
GS
998
GWN Securities
Florida
$742K +$4.13K +24 +0.5%
FWP
999
Falcon Wealth Planning
California
$735K +$341K +1,982 +84%
JIC
1000
Joel Isaacson & Co
New York
$734K -$93.8K -545 -11%
38 39
40
41 42