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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
1376
Northwest Wealth Management
Iowa
$247K +$233K +1,815 New
NQWM
1377
Northwest Quadrant Wealth Management
Oregon
$247K +$1.79K +14 +0.8%
AAA
1378
American Alpha Advisors
New York
$247K -$16.4K -128 -7%
WA
1379
WBH Advisory
Maryland
$246K +$232K +1,810 New
APM
1380
a16z Perennial Management
California
$245K +$231K +1,804 New
RPGK
1381
Retirement Planning Group (Kansas)
Kansas
$245K +$231K +1,803 New
V
1382
VeraBank
Texas
$245K – – –
WCA
1383
Whetstone Capital Advisors
Kansas
$244K +$230K +1,797 New
V
1384
ViaWealth
Kansas
$244K – – –
WRPWM
1385
Werba Rubin Papier Wealth Management
California
$242K -$641 -5 -0.3%
KAS
1386
KPP Advisory Services
Kentucky
$242K -$1.54K -12 -0.7%
PCMC
1387
Paragon Capital Management (Colorado)
Colorado
$242K – – –
BFAG
1388
Blackston Financial Advisory Group
Florida
$242K -$6.53K -51 -3%
BCM
1389
Birmingham Capital Management
Alabama
$241K -$179K -1,400 -44%
JIP
1390
Jaffetilchin Investment Partners
Florida
$241K -$2.69K -21 -1%
HC
1391
Hourglass Capital
Texas
$241K – – –
NC
1392
NovaPoint Capital
Georgia
$240K +$226K +1,767 New
SWMP
1393
Signature Wealth Management Partners
New Jersey
$240K – – –
GDP
1394
Great Diamond Partners
Maine
$240K – – –
KLWA
1395
Kelly Lawrence W & Associates
California
$239K – – –
CFG
1396
Cooper Financial Group
California
$239K -$19.2K -150 -8%
MFG
1397
MidWestOne Financial Group
Iowa
$238K – – –
GSEP
1398
Golden State Equity Partners
California
$238K -$1.28K -10 -0.6%
MWP
1399
Moller Wealth Partners
$238K – – –
DJSG
1400
D.J. St. Germain
Massachusetts
$237K +$21.3K +166 +11%
54 55
56
57 58