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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
MPCL
1501
My Personal CFO LLC
Washington
$11.2K +$11K +108 New
RCM
1502
Raleigh Capital Management
North Carolina
$11.1K +$7.26K +71 +197%
RBC
1503
Roble Belko & Company
Pennsylvania
$11K – – –
ASBI
1504
American State Bank (Iowa)
Iowa
$10.9K – – –
KC
1505
Kenfarb & Co
Kentucky
$10.8K – – –
FWM
1506
Focused Wealth Management
New York
$10.7K – – –
QL
1507
Quarry LP
New York
$10.5K +$10.3K +101 New
MFT
1508
Moisand Fitzgerald Tamayo
Florida
$10.4K – – –
BC
1509
Barrett & Company
Rhode Island
$10.3K – – –
LAM
1510
Lakewood Asset Management
Illinois
$10K +$10.2K +100 New
OA
1511
Operose Advisors
Wisconsin
$9.99K – – –
UCB
1512
United Community Bank
South Carolina
$9.99K – – –
AAMA
1513
Advanced Asset Management Advisors
Ohio
$9.68K +$9.51K +93 New
GEA
1514
Glen Eagle Advisors
New Jersey
$8.01K – – –
RWM
1515
Raffa Wealth Management
District of Columbia
$7.91K – – –
RFS
1516
Retirement Financial Solutions
Tennessee
$7.7K +$7.57K +74 New
TFP
1517
Tilia Fiduciary Partners
North Carolina
$7.36K +$102 +1 +1%
CP
1518
Castleview Partners
Texas
$7.29K – – –
HWM
1519
HighMark Wealth Management
Minnesota
$7.24K +$102 +1 +1%
KFS
1520
Kelly Financial Services
Massachusetts
$7.18K – – –
AFG
1521
Albion Financial Group
Utah
$6.87K – – –
DWA
1522
Delos Wealth Advisors
Texas
$6.87K – – –
HWP
1523
Highline Wealth Partners
California
$6.87K +$3.68K +36 +120%
FFL
1524
Financial Freedom LLC
Ohio
$6.78K +$6.65K +65 New
LTI
1525
Laffer Tengler Investments
Tennessee
$6.76K – – –
59 60
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