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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
WJA
1401
Willis Johnson & Associates
Texas
$244K -$36.5K -305 -14%
LPT
1402
Legacy Private Trust
Wisconsin
$243K +$3.47K +29 +2%
BWCS
1403
Beirne Wealth Consulting Services
Connecticut
$242K +$218K +1,820 New
WFM
1404
Wolff Financial Management
Michigan
$242K – – –
SCA
1405
Sandy Cove Advisors
Massachusetts
$242K -$32.5K -272 -13%
RWMG
1406
Redwood Wealth Management Group
New Jersey
$241K -$5.86K -49 -3%
AFG
1407
ABLE Financial Group
Arizona
$241K -$2.87K -24 -1%
ZIG
1408
Zullo Investment Group
Pennsylvania
$241K -$9.56K -80 -4%
DCM
1409
Donaldson Capital Management
Indiana
$241K -$53.4K -447 -20%
PMSA
1410
Patrick M. Sweeney & Associates
Illinois
$240K +$216K +1,804 New
V
1411
VeraBank
Texas
$240K – – –
FNC
1412
First National Corp
Massachusetts
$240K – – –
SWMP
1413
Signature Wealth Management Partners
New Jersey
$240K – – –
NGA
1414
Naples Global Advisors
Florida
$239K -$8.01K -67 -4%
ECG
1415
EPIQ Capital Group
California
$239K +$215K +1,796 New
LHC
1416
Little House Capital
Massachusetts
$239K +$14.2K +119 +7%
TW
1417
TritonPoint Wealth
Maryland
$239K +$214K +1,794 New
WRPWM
1418
Werba Rubin Papier Wealth Management
California
$238K – – –
D
1419
Diversified
Delaware
$238K -$1.2K -10 -0.6%
V
1420
ViaWealth
Kansas
$238K +$239 +2 +0.1%
KCM
1421
KRS Capital Management
Michigan
$237K +$213K +1,781 New
SAM
1422
Summit Asset Management
Tennessee
$237K +$120 +1 +0.1%
NQWM
1423
Northwest Quadrant Wealth Management
Oregon
$237K +$1.31K +11 +0.6%
CBT
1424
Central Bank & Trust
Kentucky
$236K – – –
CBFP
1425
Cedar Brook Financial Partners
Ohio
$236K -$1.08K -9 -0.5%
55 56
57
58 59