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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWM
1326
PFG Private Wealth Management
Florida
$285K +$297K +2,205 New
RDWM
1327
Red Door Wealth Management
Tennessee
$284K +$135 +1 +0%
CAGAS
1328
Capital Advisory Group Advisory Services
Minnesota
$284K – – –
FBT
1329
First Bankers Trust
Kentucky
$283K – – –
V
1330
VeraBank
Texas
$283K +$52.4K +389 +22%
HAS
1331
HBW Advisory Services
California
$282K +$3.37K +25 +1%
CPC
1332
Consolidated Planning Corp
Georgia
$282K -$673 -5 -0.2%
SFWA
1333
Summit Financial Wealth Advisors
Louisiana
$281K +$19.4K +144 +7%
SW
1334
SkyOak Wealth
Michigan
$281K -$26.9K -200 -8%
BAAM
1335
Baker Avenue Asset Management
California
$281K +$13.1K +97 +5%
FFBTD
1336
First Financial Bank - Trust Division
Ohio
$281K -$1.35K -10 -0.5%
CA
1337
Calton & Associates
Florida
$280K +$15.3K +114 +6%
BFA
1338
Beaumont Financial Advisors
Massachusetts
$280K -$4.04K -30 -1%
MFWP
1339
Mosaic Family Wealth Partners
Missouri
$278K -$57.5K -427 -17%
RMP
1340
Richards, Merrill & Peterson
Washington
$278K -$29.1K -216 -9%
SMA
1341
Seven Mile Advisory
New Jersey
$278K +$290K +2,152 New
CAG
1342
Crestwood Advisors Group
Massachusetts
$277K +$71.6K +532 +33%
MWM
1343
Meridian Wealth Management
Kentucky
$275K +$78.3K +582 +38%
TCM
1344
TD Capital Management
Tennessee
$274K +$135 +1 +0%
CW
1345
CrossGen Wealth
North Carolina
$274K +$286K +2,125 New
NGA
1346
Naples Global Advisors
Florida
$274K +$404 +3 +0.1%
CAL
1347
Capital Analysts LLC
Pennsylvania
$274K – – –
LCM
1348
Leisure Capital Management
California
$274K – – –
IAMOG
1349
Investors Asset Management of Georgia
Georgia
$273K -$62.3K -463 -18%
PRTG
1350
Post Resch Tallon Group
New York
$272K – – –
52 53
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55 56