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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
1376
Alpha Financial Partners
Kentucky
$216K +$201K +1,795 New
1WA
1377
180 Wealth Advisors
Washington
$216K +$201K +1,794 New
LPT
1378
Legacy Private Trust
Wisconsin
$216K -$51.2K -456 -20%
CMS
1379
Capital Market Strategies
Florida
$215K +$209K +1,863 New
WRPWM
1380
Werba Rubin Papier Wealth Management
California
$215K +$201K +1,791 New
V
1381
ViaWealth
Kansas
$214K +$200K +1,785 New
SAM
1382
Summit Asset Management
Tennessee
$214K +$200K +1,779 New
CBT
1383
Central Bank & Trust
Kentucky
$213K – – –
NB
1384
Nicolet Bankshares
Wisconsin
$213K +$199K +1,773 New
HC
1385
Hourglass Capital
Texas
$213K +$199K +1,770 New
NQWM
1386
Northwest Quadrant Wealth Management
Oregon
$212K +$198K +1,768 New
CTWM
1387
Cherry Tree Wealth Management
Minnesota
$212K – – –
PFA
1388
Pinnacle Family Advisors
Missouri
$212K +$198K +1,765 New
GDP
1389
Great Diamond Partners
Maine
$212K +$198K +1,764 New
VC
1390
Vicus Capital
Pennsylvania
$212K +$198K +1,763 New
MLL
1391
Moody Lynn & Lieberson
Massachusetts
$211K +$197K +1,755 New
CPW
1392
Crestmont Private Wealth
Texas
$210K +$196K +1,749 New
EWM
1393
Endowment Wealth Management
Wisconsin
$210K +$196K +1,748 New
BONH
1394
Bank of New Hampshire
New Hampshire
$209K – – –
MFG
1395
MidWestOne Financial Group
Iowa
$209K +$195K +1,739 New
ETC
1396
Exchange Traded Concepts
Oklahoma
$207K +$189K +1,683 +3,825%
SS
1397
Sunbelt Securities
Texas
$207K +$12.2K +109 +7%
NC
1398
NovaPoint Capital
Georgia
$207K +$193K +1,721 New
CWM
1399
Curi Wealth Management
North Carolina
$207K +$193K +1,720 New
HIP
1400
Harrell Investment Partners
Texas
$206K +$194K +1,729 New
54 55
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57 58