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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1451
Integrity Alliance
Iowa
$332K +$3.92K +25 +1%
TCM
1452
Traynor Capital Management
Pennsylvania
$331K +$9.24K +59 +3%
APM
1453
a16z Perennial Management
California
$331K – – –
WFM
1454
Wolff Financial Management
Michigan
$331K – – –
PWS
1455
Peterson Wealth Services
Utah
$329K +$46.9K +299 +20%
JE
1456
JMAC Enterprises
Pennsylvania
$329K +$283K +1,805 New
PWS
1457
Pursuit Wealth Strategies
North Carolina
$329K -$40.9K -261 -13%
XSC
1458
X-Square Capital
Puerto Rico
$328K -$16.9K -108 -6%
CFO
1459
Cambient Family Office
Michigan
$327K +$33.5K +214 +14%
SCI
1460
Silver Coast Investments
United States
$327K -$31.2K -199 -10%
V
1461
ViaWealth
Kansas
$327K +$157 +1 +0.1%
RCM
1462
Radnor Capital Management
Pennsylvania
$326K – – –
GG
1463
Greenwood Gearhart
Arkansas
$326K +$281K +1,792 New
PFA
1464
Pinnacle Family Advisors
Missouri
$326K -$20.5K -131 -7%
NGA
1465
Naples Global Advisors
Florida
$326K -$52.3K -334 -16%
TNA
1466
True North Advisors
Texas
$325K -$95K -606 -25%
SOS
1467
Silver Oak Securities
Tennessee
$325K -$13.8K -88 -5%
NWAG
1468
Net Worth Advisory Group
Utah
$323K +$278K +1,774 New
SWMP
1469
Signature Wealth Management Partners
New Jersey
$322K – – –
TFO
1470
Tarbox Family Office
California
$321K -$29.9K -191 -10%
SWM
1471
Spire Wealth Management
Virginia
$320K +$32.4K +207 +13%
NCM
1472
Next Capital Management
New York
$317K – – –
PSCM
1473
Per Stirling Capital Management
Texas
$315K +$627 +4 +0.2%
SW
1474
SteelPeak Wealth
California
$315K +$271K +1,729 New
NQWM
1475
Northwest Quadrant Wealth Management
Oregon
$315K +$1.88K +12 +0.7%
57 58
59
60 61