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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1301
Arlington Partners
Alabama
$26K -$31.5K -370 -54%
SPWM
1302
Spartan Planning & Wealth Management
North Carolina
$26K -$27K -317 -50%
PP
1303
Pacifica Partners
Canada
$26K -$1.02K -12 -4%
TFGT
1304
TS Financial Group (TSFG)
Illinois
$26K +$8.61K +101 +45%
VWM
1305
Valley Wealth Managers
New Jersey
$26K +$10.7K +125 +63%
PO
1306
Private Ocean
California
$25K – – –
TCM
1307
Tradewinds Capital Management
Washington
$25K +$170 +2 +0.7%
LF
1308
Lee Financial
Texas
$25K +$597 +7 +2%
HC
1309
Hoese & Co
Minnesota
$24K – – –
SA
1310
SRH Advisors
Kansas
$24K – – –
CA
1311
Centerpoint Advisors
Massachusetts
$24K +$25.6K +300 New
TIM
1312
Tortoise Investment Management
New York
$23K +$1.28K +15 +6%
ETH
1313
Exos TFP Holdings
New York
$23K +$24.5K +287 New
BLC
1314
Brown, Lisle/Cummings
Rhode Island
$22.4K – – –
PWMG
1315
Prestige Wealth Management Group
New Jersey
$22K +$1.79K +21 +8%
SIS
1316
Sound Income Strategies
Florida
$22K +$8.35K +98 +57%
TCWA
1317
Ten Capital Wealth Advisors
Washington
$22K +$9.12K +107 +65%
CT
1318
Clearstead Trust
Maine
$20K – – –
MWM
1319
Mascoma Wealth Management
New Hampshire
$20K – – –
AWM
1320
Atticus Wealth Management
Florida
$19K – – –
SIC
1321
SJS Investment Consulting
Ohio
$19K +$19.9K +233 New
MBFW
1322
Morton Brown Family Wealth
Pennsylvania
$18K -$1.62K -19 -8%
FFC
1323
First Financial Corp
Indiana
$18K – – –
LS
1324
Leelyn Smith
Illinois
$18K +$85 +1 +0.5%
WA
1325
Win Advisors
Florida
$18K +$85 +1 +0.5%
51 52
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