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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
1151
Valley National Advisers
Pennsylvania
$82K – – –
EWM
1152
Evermay Wealth Management
Virginia
$82K +$80.2K +950 New
TFS
1153
TrustCore Financial Services
Tennessee
$81K -$4.73K -56 -6%
PCH
1154
PGIM Custom Harvest
New Jersey
$81K – – –
TC
1155
Trust Company
Kansas
$81K – – –
ME
1156
McIlrath & Eck
Washington
$79K – – –
ACA
1157
Atlas Capital Advisors
Wyoming
$78.4K +$1.69K +20 +2%
PFBT
1158
Parkside Financial Bank & Trust
Missouri
$78K -$11K -130 -13%
AW
1159
Avion Wealth
Texas
$78K – – –
CWP
1160
Concord Wealth Partners
Virginia
$78K +$27.5K +326 +56%
PCG
1161
Private Capital Group
Connecticut
$72K -$84 -1 -0.1%
HWA
1162
Heritage Wealth Advisors
Virginia
$70.2K -$21.1K -250 -23%
SCA
1163
Stonebridge Capital Advisors
Minnesota
$67K -$8.86K -105 -12%
VCM
1164
Versant Capital Management
Arizona
$67K -$4.64K -55 -7%
EDRH
1165
Edmond de Rothschild Holding
Switzerland
$66K -$1.66M -19,617 -96%
TCM
1166
Tradewinds Capital Management
Washington
$66K +$3.97K +47 +7%
SFP
1167
Sterling Financial Planning
New Jersey
$65K – – –
EWM
1168
Elmwood Wealth Management
California
$64K – – –
EW
1169
Evoke Wealth
California
$61K -$3.29K -39 -5%
CFO
1170
CVA Family Office
Colorado
$61K +$44.3K +525 +279%
VCM
1171
Vigilant Capital Management
Maine
$60K – – –
WQ
1172
Wealth Quarterback
New Jersey
$60K +$58.3K +691 New
AA
1173
Addison Advisors
Vermont
$60K +$59.3K +702 New
TFA
1174
Toth Financial Advisory
Virginia
$59K – – –
PP
1175
Pacifica Partners
Canada
$59K +$2.53K +30 +5%
45 46
47
48 49