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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
WRPWM
1376
Werba Rubin Papier Wealth Management
California
$213K -$4.59K -41 -2%
FAN
1377
Financial Advisors Network
California
$213K -$5.38K -48 -3%
PCMC
1378
Paragon Capital Management (Colorado)
Colorado
$212K -$212K -1,889 -52%
IWN
1379
Independent Wealth Network
Iowa
$211K -$6.39K -57 -3%
HC
1380
Hourglass Capital
Texas
$211K – – –
SCM
1381
Spring Capital Management
Texas
$211K – – –
SWMP
1382
Signature Wealth Management Partners
New Jersey
$211K – – –
GDP
1383
Great Diamond Partners
Maine
$210K – – –
EB
1384
Eastern Bank
Massachusetts
$210K -$13.9K -124 -7%
GSEP
1385
Golden State Equity Partners
California
$210K +$197K +1,761 New
KLWA
1386
Kelly Lawrence W & Associates
California
$210K – – –
KWA
1387
Kingswood Wealth Advisors
California
$210K +$1.57K +14 +0.8%
APG
1388
Abacus Planning Group
South Carolina
$209K -$22.5K -201 -10%
MFG
1389
MidWestOne Financial Group
Iowa
$209K -$15.8K -141 -7%
PIA
1390
Perennial Investment Advisors
California
$209K +$224 +2 +0.1%
ACS
1391
Archford Capital Strategies
Illinois
$209K +$196K +1,750 New
MWP
1392
Moller Wealth Partners
$209K -$39K -348 -17%
WP
1393
Wealthspan Partners
Iowa
$208K – – –
HTIM
1394
Harbour Trust & Investment Management
Indiana
$208K +$5.83K +52 +3%
SFC
1395
SYM Financial Corp
Indiana
$207K +$195K +1,739 New
IWA
1396
IVC Wealth Advisors
Pennsylvania
$207K +$560 +5 +0.3%
LA
1397
LM Advisors
California
$207K -$1.34K -12 -0.7%
CFP
1398
Catalyst Financial Partners
Massachusetts
$207K +$4.26K +38 +2%
AIM
1399
AMI Investment Management
Indiana
$206K – – –
RIG
1400
RiverFront Investment Group
Virginia
$205K +$193K +1,721 New
54 55
56
57 58