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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
MTI
1426
Merrithew & Thorsten Inc
California
$240K +$250K +1,861 New
BWA
1427
Basecamp Wealth Advisors
Washington
$240K +$250K +1,858 New
WT
1428
Washington Trust
Rhode Island
$239K -$6.73K -50 -3%
CPCM
1429
Cardinal Point Capital Management
Ontario, Canada
$239K +$250K +1,854 New
A
1430
Argentarii
Ohio
$239K +$135 +1 +0.1%
WRPWM
1431
Werba Rubin Papier Wealth Management
California
$239K +$9.29K +69 +4%
KIC
1432
Keating Investment Counselors
Florida
$237K – – –
PA
1433
PFG Advisors
Arizona
$237K -$76K -565 -24%
TTWM
1434
TCV Trust & Wealth Management
Virginia
$236K – – –
WSC
1435
Wellington Shields & Co
New York
$236K – – –
GPWA
1436
Gaddis Premier Wealth Advisors
Oklahoma
$236K +$246K +1,829 New
TWM
1437
Trueblood Wealth Management
Ohio
$234K -$2.42K -18 -1%
WFM
1438
Wolff Financial Management
Michigan
$234K – – –
APM
1439
a16z Perennial Management
California
$234K +$1.48K +11 +0.6%
SWA
1440
Sax Wealth Advisors
New Jersey
$234K +$244K +1,811 New
SEIA
1441
Signature Estate & Investment Advisors
California
$233K -$2.83K -21 -1%
IIM
1442
InTrack Investment Management
Vermont
$233K +$35.9K +267 +17%
CIG
1443
Cullen Investment Group
Louisiana
$232K +$673 +5 +0.3%
PCG
1444
Prosperity Consulting Group
Maryland
$232K +$21.1K +157 +10%
IA
1445
Integrity Alliance
Iowa
$232K +$242K +1,796 New
V
1446
ViaWealth
Kansas
$231K +$135 +1 +0.1%
RCM
1447
Radnor Capital Management
Pennsylvania
$231K -$6.73K -50 -3%
KAS
1448
KPP Advisory Services
Kentucky
$230K – – –
WA
1449
WBH Advisory
Maryland
$229K -$4.98K -37 -2%
HC
1450
Hourglass Capital
Texas
$228K – – –
56 57
58
59 60