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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1301
Integrity Alliance
Iowa
$402K +$95.7K +556 +31%
PPWM
1302
PFG Private Wealth Management
Florida
$402K +$11.9K +69 +3%
PFA
1303
Pure Financial Advisors
California
$401K +$3.1K +18 +0.8%
7WCP
1304
71 West Capital Partners
Massachusetts
$400K +$134K +779 +49%
CSI
1305
Cross Staff Investments
New York
$399K – – –
DMBA
1306
Deseret Mutual Benefit Administrators
Utah
$399K -$73K -424 -15%
MIP
1307
Marietta Investment Partners
Wisconsin
$399K – – –
CWM
1308
Chronos Wealth Management
Florida
$399K – – –
NICM
1309
Neo Ivy Capital Management
New York
$399K -$496K -2,879 -55%
QC
1310
Quent Capital
New York
$399K +$91.4K +531 +29%
SWA
1311
Sax Wealth Advisors
New Jersey
$398K +$64.2K +373 +21%
MW
1312
Marble Wealth
Alabama
$398K +$5.68K +33 +1%
CG
1313
CFO4Life Group
Texas
$398K -$6.37K -37 -2%
TW
1314
TritonPoint Wealth
Maryland
$397K +$56.8K +330 +16%
1L
1315
10Elms LLP
Oklahoma
$395K +$169K +983 +73%
WAM
1316
Walker Asset Management
Missouri
$395K +$2.24K +13 +0.6%
GSB
1317
Greenfield Savings Bank
Massachusetts
$394K – – –
WWC
1318
Waypoint Wealth Counsel
Georgia
$394K -$194K -1,126 -33%
SL
1319
Summitry LLC
California
$393K +$104K +602 +35%
LWANC
1320
Laurel Wealth Advisors (North Carolina)
North Carolina
$392K -$6.89K -40 -2%
HA
1321
Huntleigh Advisors
Missouri
$392K -$3.19M -18,519 -89%
TFA
1322
Transamerica Financial Advisors
Florida
$391K +$45.3K +263 +13%
UWP
1323
Uniting Wealth Partners
Kansas
$390K -$25.6K -149 -6%
LCWP
1324
Legacy Capital Wealth Partners
Arkansas
$390K -$46.1K -268 -10%
QP
1325
Quilter Plc
United Kingdom
$389K -$8.78K -51 -2%
51 52
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