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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
1401
Pure Financial Advisors
California
$208K +$2.16K +17 +0.9%
GCA
1402
Gallagher Capital Advisors
Texas
$207K +$231K +1,817 New
EW
1403
Evoke Wealth
California
$207K +$27K +212 +13%
WFM
1404
Wolff Financial Management
Michigan
$207K – – –
TWM
1405
Trueblood Wealth Management
Ohio
$207K +$763 +6 +0.3%
CAS
1406
CTC Alternative Strategies
Illinois
$206K +$231K +1,812 New
V
1407
VeraBank
Texas
$205K – – –
BWP
1408
BSW Wealth Partners
Colorado
$205K +$229K +1,799 New
NQWM
1409
Northwest Quadrant Wealth Management
Oregon
$205K -$1.53K -12 -0.7%
WIA
1410
Wealthedge Investment Advisors
New York
$205K +$229K +1,798 New
V
1411
ViaWealth
Kansas
$204K – – –
DDPIC
1412
Deroy & Devereaux Private Investment Counsel
Michigan
$203K +$16.7K +131 +8%
PWG
1413
Portside Wealth Group
Utah
$202K +$5.6K +44 +3%
CBT
1414
Central Bank & Trust
Kentucky
$202K – – –
ZIG
1415
Zullo Investment Group
Pennsylvania
$202K +$636 +5 +0.3%
HC
1416
Hourglass Capital
Texas
$202K – – –
SCM
1417
Spring Capital Management
Texas
$201K +$225K +1,767 New
SWMP
1418
Signature Wealth Management Partners
New Jersey
$201K – – –
SIM
1419
Sentry Investment Management
Wisconsin
$201K -$36.5K -287 -14%
GDP
1420
Great Diamond Partners
Maine
$201K -$455K -3,578 -67%
SQA
1421
Simon Quick Advisors
New Jersey
$201K +$1.53K +12 +0.7%
KLWA
1422
Kelly Lawrence W & Associates
California
$200K -$128K -1,005 -36%
MWA
1423
Meridian Wealth Advisors
Texas
$200K -$4.07K -32 -2%
EPIM
1424
Evelyn Partners Investment Management
$199K +$223K +1,751 New
DJSG
1425
D.J. St. Germain
Massachusetts
$194K +$44.5K +350 +26%
55 56
57
58 59