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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
1126
Beto Financial Group
Idaho
$412K +$390K +2,900 New
AWM
1127
Aprio Wealth Management
Georgia
$412K +$9.02K +67 +4%
AWM
1128
Accurate Wealth Management
Florida
$410K +$5.79K +43 +2%
WCG
1129
Weaver Consulting Group
California
$410K – – –
AA
1130
Advisory Alpha
Michigan
$410K +$10.4K +77 +2%
G
1131
GenTrust
Florida
$410K +$427K +3,176 New
FWM
1132
Forza Wealth Management
Florida
$409K +$66.4K +493 +18%
SWA
1133
Stratos Wealth Advisors
Ohio
$408K -$40.1K -298 -9%
AIM
1134
Athena Investment Management
California
$408K -$7.13K -53 -2%
RWM
1135
Ritholtz Wealth Management
New York
$408K +$172K +1,280 +68%
HBW
1136
Hazlett, Burt & Watson
West Virginia
$407K – – –
MFG
1137
Magnus Financial Group
New York
$407K -$1.21K -9 -0.3%
FLPIM
1138
F.L. Putnam Investment Management
Massachusetts
$406K +$538 +4 +0.1%
GGA
1139
Granite Group Advisors
Connecticut
$406K +$135 +1 +0%
OWP
1140
Obermeyer Wealth Partners
Colorado
$406K +$1.35K +10 +0.3%
IRP
1141
Investment Research Partners
Pennsylvania
$404K +$55.2K +410 +15%
CCM
1142
CFO Capital Management
Connecticut
$403K +$421K +3,125 New
ACM
1143
Aster Capital Management
United Arab Emirates
$400K +$418K +3,102 New
MRP
1144
Measured Risk Portfolios
California
$399K -$16.8K -125 -4%
FMWA
1145
Forvis Mazars Wealth Advisors
Missouri
$398K – – –
UF
1146
Univest Financial
Pennsylvania
$397K -$18.6K -138 -4%
MFA
1147
Mayflower Financial Advisors
Massachusetts
$395K -$3.63K -27 -0.9%
SFO
1148
Stokes Family Office
Louisiana
$393K -$5.92K -44 -1%
RSWM
1149
Robertson Stephens Wealth Management
California
$392K +$26.6K +198 +7%
VST
1150
Van Strum & Towne
California
$391K – – –
44 45
46
47 48