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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
1376
Schechter Investment Advisors
Michigan
$216K +$202K +1,799 New
D
1377
Diversified
Delaware
$216K +$202K +1,797 New
AFP
1378
Alpha Financial Partners
Kentucky
$216K +$201K +1,795 New
1WA
1379
180 Wealth Advisors
Washington
$216K +$201K +1,794 New
LPT
1380
Legacy Private Trust
Wisconsin
$216K -$51.2K -456 -20%
CMS
1381
Capital Market Strategies
Florida
$215K +$209K +1,863 New
WRPWM
1382
Werba Rubin Papier Wealth Management
California
$215K +$201K +1,791 New
V
1383
ViaWealth
Kansas
$214K +$200K +1,785 New
SAM
1384
Summit Asset Management
Tennessee
$214K +$200K +1,779 New
CBT
1385
Central Bank & Trust
Kentucky
$213K – – –
NB
1386
Nicolet Bankshares
Wisconsin
$213K +$199K +1,773 New
HC
1387
Hourglass Capital
Texas
$213K +$199K +1,770 New
NQWM
1388
Northwest Quadrant Wealth Management
Oregon
$212K +$198K +1,768 New
CTWM
1389
Cherry Tree Wealth Management
Minnesota
$212K – – –
PFA
1390
Pinnacle Family Advisors
Missouri
$212K +$198K +1,765 New
GDP
1391
Great Diamond Partners
Maine
$212K +$198K +1,764 New
VC
1392
Vicus Capital
Pennsylvania
$212K +$198K +1,763 New
MLL
1393
Moody Lynn & Lieberson
Massachusetts
$211K +$197K +1,755 New
CPW
1394
Crestmont Private Wealth
Texas
$210K +$196K +1,749 New
EWM
1395
Endowment Wealth Management
Wisconsin
$210K +$196K +1,748 New
BONH
1396
Bank of New Hampshire
New Hampshire
$209K – – –
MFG
1397
MidWestOne Financial Group
Iowa
$209K +$195K +1,739 New
ETC
1398
Exchange Traded Concepts
Oklahoma
$207K +$189K +1,683 +3,825%
SS
1399
Sunbelt Securities
Texas
$207K +$12.2K +109 +7%
NC
1400
NovaPoint Capital
Georgia
$207K +$193K +1,721 New
54 55
56
57 58