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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
NWWA
1401
New Wave Wealth Advisors
Arkansas
$230K -$37.5K -278 -14%
HOWA
1402
Heritage Oak Wealth Advisors
Florida
$230K +$236K +1,749 New
NI
1403
NDVR Inc
Massachusetts
$229K -$3.78K -28 -2%
MFG
1404
MidWestOne Financial Group
Iowa
$228K – – –
CFA
1405
Cahill Financial Advisors
Minnesota
$228K +$17K +126 +8%
PWG
1406
Portside Wealth Group
Utah
$228K +$234K +1,733 New
AIM
1407
AMI Investment Management
Indiana
$227K – – –
SC
1408
Saturna Capital
Washington
$227K +$30.9K +229 +15%
PAMG
1409
Patton Albertson Miller Group
Tennessee
$227K -$675 -5 -0.3%
PFA
1410
Pinnacle Family Advisors
Missouri
$227K -$9.99K -74 -4%
NC
1411
NovaPoint Capital
Georgia
$226K -$675 -5 -0.3%
PIA
1412
Perennial Investment Advisors
California
$226K -$4.73K -35 -2%
IWA
1413
IVC Wealth Advisors
Pennsylvania
$226K -$136K -1,004 -37%
PSCM
1414
Per Stirling Capital Management
Texas
$224K +$540 +4 +0.2%
BWCS
1415
Beirne Wealth Consulting Services
Connecticut
$223K – – –
CPW
1416
Crestmont Private Wealth
Texas
$223K – – –
LAM
1417
L2 Asset Management
Massachusetts
$223K +$7.7K +57 +3%
MIS
1418
Morningstar Investment Services
Illinois
$223K +$8.1K +60 +4%
WP
1419
Wealthspan Partners
Iowa
$223K – – –
CTWM
1420
Cherry Tree Wealth Management
Minnesota
$223K – – –
DS
1421
DRW Securities
Illinois
$222K -$1.93M -14,310 -89%
RWMG
1422
Redwood Wealth Management Group
New Jersey
$221K -$22.8K -169 -9%
TNA
1423
True North Advisors
Texas
$221K -$642K -4,758 -74%
LWL
1424
Leo Wealth LLC
Texas
$220K -$10.8K -80 -5%
TFA
1425
Transamerica Financial Advisors
Florida
$220K +$70.9K +525 +46%
55 56
57
58 59