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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
BWP
1351
Baldwin Wealth Partners
Massachusetts
$11K – – –
SC
1352
Stephens Consulting
Michigan
$10.7K – – –
BC
1353
Barrett & Company
Rhode Island
$10.3K +$8.44K +99 New
TC
1354
Truvestments Capital
Florida
$10K – – –
BWL
1355
Bogart Wealth LLC
Virginia
$10K +$6.65K +78 +153%
HGERS
1356
Householder Group Estate & Retirement Specialist
Arizona
$10K +$10.7K +125 New
GIA
1357
Goodwin Investment Advisory
Georgia
$10K +$10.9K +128 New
RBC
1358
Roble Belko & Company
Pennsylvania
$9K – – –
SAM
1359
Strategic Asset Management
Minnesota
$9K +$85 +1 +0.7%
ASBI
1360
American State Bank (Iowa)
Iowa
$8.48K – – –
BIA
1361
Bell Investment Advisors
California
$8K -$1.96K -23 -19%
HR
1362
Howe & Rusling
New York
$8K – – –
KC
1363
Kenfarb & Co
Kentucky
$8K – – –
LFA
1364
Level Financial Advisors
New York
$8K – – –
MFT
1365
Moisand Fitzgerald Tamayo
Florida
$8K – – –
OA
1366
Operose Advisors
Wisconsin
$8K – – –
WWMSC
1367
Wagner Wealth Management (South Carolina)
South Carolina
$8K – – –
FWM
1368
Focused Wealth Management
New York
$8K +$2.13K +25 +32%
UCB
1369
United Community Bank
South Carolina
$7.75K +$8.18K +96 New
WBC
1370
West Branch Capital
Massachusetts
$7K – – –
GEA
1371
Glen Eagle Advisors
New Jersey
$6.21K -$5.8K -68 -47%
RWM
1372
Raffa Wealth Management
District of Columbia
$6.13K – – –
CP
1373
Castleview Partners
Texas
$6K -$11.1K -130 -65%
TFP
1374
Tilia Fiduciary Partners
North Carolina
$6K -$3.83K -45 -39%
HWM
1375
HighMark Wealth Management
Minnesota
$6K +$85 +1 +1%
53 54
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56 57