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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1276
Endurance Wealth Management
Rhode Island
$43K – – –
TFA
1277
Transamerica Financial Advisors
Florida
$43K – – –
TSWM
1278
Tyler-Stone Wealth Management
Ohio
$43K – – –
CWM
1279
Castle Wealth Management
Florida
$40K – – –
AIC
1280
Archer Investment Corporation
Indiana
$38.7K – – –
POIA
1281
Pin Oak Investment Advisors
Texas
$38K – – –
AIM
1282
Achmea Investment Management
Netherlands
$37K – – –
TVWM
1283
Tower View Wealth Management
Wisconsin
$37K +$426 +5 +1%
KFI
1284
Key Financial Inc
Pennsylvania
$36K +$2.56K +30 +7%
DWMG
1285
DB Wealth Management Group
California
$35K – – –
FCA
1286
FinTrust Capital Advisors
South Carolina
$35K +$256 +3 +0.8%
OC
1287
Oakworth Capital
Alabama
$34K – – –
SC
1288
Sierra Capital
Florida
$33K -$10.5K -123 -23%
WAM
1289
Worth Asset Management
Texas
$33K +$5.03K +59 +17%
SWM
1290
Stapp Wealth Management
Washington
$33K +$35K +411 New
PP
1291
PrairieView Partners
Minnesota
$32K -$6.39K -75 -16%
AWM
1292
Accel Wealth Management
Iowa
$32K – – –
EA
1293
Evolution Advisers
Virginia
$31K – – –
FSWA
1294
Financial Synergies Wealth Advisors
Texas
$30.5K +$29.8K +350 +1,250%
FPB
1295
First PREMIER Bank
South Dakota
$30K -$5.03K -59 -14%
CAC
1296
Core Alternative Capital
Georgia
$30K +$21.4K +251 +218%
SC
1297
Siena Capital
Ohio
$29K -$12.8K -150 -30%
NF
1298
Norwood Financial
Pennsylvania
$29K – – –
FCB
1299
First Command Bank
Texas
$28K -$20.8K -244 -41%
FCFS
1300
First Command Financial Services
Texas
$28K -$20.8K -244 -41%
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