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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1426
Basecamp Wealth Advisors
Washington
$240K +$250K +1,858 New
WT
1427
Washington Trust
Rhode Island
$239K -$6.73K -50 -3%
CPCM
1428
Cardinal Point Capital Management
Ontario, Canada
$239K +$250K +1,854 New
A
1429
Argentarii
Ohio
$239K +$135 +1 +0.1%
WRPWM
1430
Werba Rubin Papier Wealth Management
California
$239K +$9.29K +69 +4%
KIC
1431
Keating Investment Counselors
Florida
$237K – – –
PA
1432
PFG Advisors
Arizona
$237K -$76K -565 -24%
TTWM
1433
TCV Trust & Wealth Management
Virginia
$236K – – –
WSC
1434
Wellington Shields & Co
New York
$236K – – –
GPWA
1435
Gaddis Premier Wealth Advisors
Oklahoma
$236K +$246K +1,829 New
TWM
1436
Trueblood Wealth Management
Ohio
$234K -$2.42K -18 -1%
WFM
1437
Wolff Financial Management
Michigan
$234K – – –
APM
1438
a16z Perennial Management
California
$234K +$1.48K +11 +0.6%
SWA
1439
Sax Wealth Advisors
New Jersey
$234K +$244K +1,811 New
SEIA
1440
Signature Estate & Investment Advisors
California
$233K -$2.83K -21 -1%
IIM
1441
InTrack Investment Management
Vermont
$233K +$35.9K +267 +17%
CIG
1442
Cullen Investment Group
Louisiana
$232K +$673 +5 +0.3%
PCG
1443
Prosperity Consulting Group
Maryland
$232K +$21.1K +157 +10%
IA
1444
Integrity Alliance
Iowa
$232K +$242K +1,796 New
V
1445
ViaWealth
Kansas
$231K +$135 +1 +0.1%
RCM
1446
Radnor Capital Management
Pennsylvania
$231K -$6.73K -50 -3%
KAS
1447
KPP Advisory Services
Kentucky
$230K – – –
WA
1448
WBH Advisory
Maryland
$229K -$4.98K -37 -2%
HC
1449
Hourglass Capital
Texas
$228K – – –
SWMP
1450
Signature Wealth Management Partners
New Jersey
$228K – – –
56 57
58
59 60