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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1376
Accelerate Investment Advisors
California
$223K +$223K +1,809 New
PW
1377
PUREfi Wealth
Massachusetts
$223K +$222K +1,803 New
OPA
1378
Old Port Advisors
Maine
$222K -$6.78K -55 -3%
V
1379
ViaWealth
Kansas
$221K – – –
WCP
1380
Wealthcare Capital Partners
Pennsylvania
$220K +$220K +1,784 New
ZIG
1381
Zullo Investment Group
Pennsylvania
$220K +$1.23K +10 +0.6%
BFIM
1382
Beese Fulmer Investment Management
Ohio
$220K +$220K +1,783 New
DDPIC
1383
Deroy & Devereaux Private Investment Counsel
Michigan
$220K – – –
ATS
1384
Ashton Thomas Securities
New York
$219K +$216K +1,751 New
CL
1385
CSS LLC
Illinois
$219K -$96.1K -780 -31%
HC
1386
Hourglass Capital
Texas
$219K – – –
SEIA
1387
Signature Estate & Investment Advisors
California
$218K -$29.6K -240 -12%
SCM
1388
Spring Capital Management
Texas
$218K – – –
NC
1389
NovaPoint Capital
Georgia
$218K +$218K +1,767 New
MWA
1390
Meridian Wealth Advisors
Texas
$218K +$986 +8 +0.5%
SWMP
1391
Signature Wealth Management Partners
New Jersey
$218K – – –
GDP
1392
Great Diamond Partners
Maine
$218K – – –
KLWA
1393
Kelly Lawrence W & Associates
California
$217K – – –
LAM
1394
L2 Asset Management
Massachusetts
$216K +$216K +1,753 New
BONH
1395
Bank of New Hampshire
New Hampshire
$216K -$29K -235 -12%
PIA
1396
Perennial Investment Advisors
California
$216K +$216K +1,749 New
LA
1397
LM Advisors
California
$216K -$30.9K -251 -13%
KWA
1398
Kingswood Wealth Advisors
California
$216K -$74.6K -605 -26%
SSWM
1399
Strait & Sound Wealth Management
California
$215K -$37K -300 -15%
WP
1400
Wealthspan Partners
Iowa
$215K +$215K +1,743 New
54 55
56
57 58