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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
GDP
1451
Great Diamond Partners
Maine
$228K – – –
FFA
1452
Fi3 Financial Advisors
Indiana
$228K +$237K +1,764 New
WCA
1453
Whetstone Capital Advisors
Kansas
$227K -$5.12K -38 -2%
CFG
1454
Cooper Financial Group
California
$227K +$538 +4 +0.2%
SIS
1455
Sound Income Strategies
Florida
$227K +$22.3K +166 +11%
MFG
1456
MidWestOne Financial Group
Iowa
$226K – – –
MWP
1457
Moller Wealth Partners
$226K – – –
WP
1458
Wealthspan Partners
Iowa
$225K – – –
NCM
1459
Next Capital Management
New York
$224K – – –
MM
1460
MQS Management
New York
$224K -$35.1K -261 -13%
TCM
1461
Traynor Capital Management
Pennsylvania
$224K +$13.1K +97 +6%
KFAS
1462
Keating Financial Advisory Services
Kansas
$223K +$233K +1,731 New
DJSG
1463
D.J. St. Germain
Massachusetts
$223K -$2.02K -15 -0.9%
FMI
1464
Frec Markets Inc
California
$223K +$232K +1,727 New
PSCM
1465
Per Stirling Capital Management
Texas
$223K +$673 +5 +0.3%
FWP
1466
Falcon Wealth Planning
California
$222K +$232K +1,721 New
PIA
1467
Pinion Investment Advisors
Kansas
$222K +$231K +1,718 New
SAG
1468
SageView Advisory Group
California
$222K +$3.37K +25 +1%
NQWM
1469
Northwest Quadrant Wealth Management
Oregon
$221K -$13.2K -98 -5%
JPWM
1470
Jamison Private Wealth Management
Georgia
$221K +$673 +5 +0.3%
AIM
1471
AMI Investment Management
Indiana
$221K -$2.42K -18 -1%
SL
1472
Sentry LLC
Tennessee
$221K – – –
SOW
1473
State of Wyoming
Wyoming
$221K +$5.12K +38 +2%
SSWM
1474
Strait & Sound Wealth Management
California
$220K – – –
RLH
1475
RD Lewis Holdings
Florida
$220K -$2.02K -15 -1%
57 58
59
60 61