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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
1326
Signet Financial Management
New Jersey
$3K +$3.4K +45 New
MCA
1327
Maryland Capital Advisors
Maryland
$3K +$3.48K +46 New
WIM
1328
Westside Investment Management
California
$2.8K – – –
SWM
1329
Sugarloaf Wealth Management
Georgia
$2K -$13.2K -175 -89%
ACM
1330
AUA Capital Management
Pennsylvania
$2K – – –
HCM
1331
Horrell Capital Management
Arkansas
$2K – – –
SC
1332
Sawyer & Company
Massachusetts
$2K – – –
TLFA
1333
True Link Financial Advisors
California
$2K – – –
AWA
1334
Aquire Wealth Advisors
Utah
$2K +$1.74K +23 New
FCG
1335
Financial Connections Group
California
$2K +$2.27K +30 New
GC
1336
Gould Capital
Washington
$2K +$2.49K +33 New
FPWM
1337
FSB Premier Wealth Management
Iowa
$2K +$3.02K +40 New
CCA
1338
Column Capital Advisors
Indiana
$1K -$1.13K -15 -44%
BWL
1339
Bogart Wealth LLC
Virginia
$1K – – –
CFFP
1340
Center for Financial Planning
Michigan
$1K – – –
CPFP
1341
Clear Perspectives Financial Planning
Ohio
$1K – – –
DAM
1342
Delta Asset Management
Tennessee
$1K – – –
IBOK
1343
Independence Bank of Kentucky
Kentucky
$1K – – –
JMF
1344
Johnson Midwest Financial
Iowa
$1K – – –
TWP
1345
TFO Wealth Partners
Ohio
$1K +$907 +12 New
FEG
1346
Financial Enhancement Group
Indiana
$1K +$1.06K +14 New
CAC
1347
Core Alternative Capital
Georgia
$1K +$1.21K +16 New
WFS
1348
Widmann Financial Services
Maryland
$1K +$1.74K +23 New
ED
1349
Exane Derivatives
France
$725 – – –
WA
1350
WestEnd Advisors
North Carolina
$217 +$227 +3 New
52 53
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