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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1426
Sovereign Financial Group
Connecticut
$227K +$214K +1,667 New
CF
1427
Centaurus Financial
California
$226K +$512 +4 +0.2%
WFA
1428
Websterrogers Financial Advisors
South Carolina
$226K -$3.59K -28 -2%
BFO
1429
Biltmore Family Office
North Carolina
$226K +$213K +1,659 New
OHWP
1430
Oak Harbor Wealth Partners
North Carolina
$226K +$213K +1,659 New
EWS
1431
Evergreen Wealth Solutions
Pennsylvania
$226K +$212K +1,658 New
APC
1432
Aspire Private Capital
North Carolina
$225K +$212K +1,656 New
NDSI
1433
Newman Dignan & Sheerar Inc
Rhode Island
$225K +$212K +1,656 New
MPAM
1434
Murphy Pohlad Asset Management
Minnesota
$224K +$211K +1,650 New
BWM
1435
BNC Wealth Management
Oregon
$224K +$211K +1,650 New
IWN
1436
Independent Wealth Network
Iowa
$224K -$15.9K -124 -7%
PIA
1437
Perennial Investment Advisors
California
$224K -$13.5K -105 -6%
PCG
1438
Prosperity Consulting Group
Maryland
$223K +$210K +1,642 New
MSWA
1439
Marshall & Sterling Wealth Advisors
New York
$223K – – –
TCM
1440
Traynor Capital Management
Pennsylvania
$223K +$210K +1,636 New
GF
1441
Gries Financial
Ohio
$223K +$210K +1,636 New
SAM
1442
Shell Asset Management
Netherlands
$222K -$143K -1,117 -41%
FBFS
1443
First Business Financial Services
Wisconsin
$222K +$209K +1,631 New
PFGIA
1444
Patriot Financial Group Insurance Agency
Massachusetts
$222K -$73.8K -576 -26%
MAWA
1445
Moss Adams Wealth Advisors
Washington
$222K +$209K +1,630 New
CTWM
1446
Cherry Tree Wealth Management
Minnesota
$222K – – –
TFA
1447
Transamerica Financial Advisors
Florida
$221K +$13.5K +105 +7%
SIC
1448
SJS Investment Consulting
Ohio
$221K +$179K +1,394 +603%
SFG
1449
Sather Financial Group
Texas
$221K +$208K +1,625 New
BFWA
1450
Benchmark Financial Wealth Advisors
Florida
$221K +$208K +1,624 New
56 57
58
59 60