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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWA
1501
Marshall & Sterling Wealth Advisors
New York
$211K – – –
IWN
1502
Independent Wealth Network
Iowa
$211K -$1.75K -13 -0.8%
TF
1503
Threadgill Financial
Texas
$211K +$220K +1,635 New
CTWM
1504
Cherry Tree Wealth Management
Minnesota
$210K – – –
NRC
1505
New Republic Capital
North Carolina
$210K +$219K +1,629 New
SFG
1506
Sather Financial Group
Texas
$210K – – –
EFG
1507
Embree Financial Group
Illinois
$209K +$13.6K +101 +7%
NPFS
1508
Novak & Powell Financial Services
Florida
$209K – – –
MWPCG
1509
Measured Wealth Private Client Group
New Hampshire
$209K -$84K -624 -28%
SW
1510
SlateStone Wealth
Florida
$208K +$5.92K +44 +3%
EFG
1511
Ethos Financial Group
Pennsylvania
$206K -$200K -1,484 -48%
FMLI
1512
Fukoku Mutual Life Insurance
Japan
$206K -$35.3K -262 -14%
WCP
1513
Wealthcare Capital Partners
Pennsylvania
$206K +$1.61K +12 +0.8%
MCA
1514
McGuire Capital Advisors
Oklahoma
$206K +$215K +1,597 New
STS
1515
SG Trading Solutions
Utah
$206K +$214K +1,593 New
SFG
1516
Sovereign Financial Group
Connecticut
$206K -$9.83K -73 -4%
FSA
1517
Franklin Street Advisors
North Carolina
$205K +$214K +1,591 New
TCWA
1518
Turtle Creek Wealth Advisors
Texas
$205K +$942 +7 +0.4%
PFM
1519
Patton Fund Management
Texas
$204K -$71.7K -533 -25%
KCFA
1520
Key Client Fiduciary Advisors
New Jersey
$204K -$15.6K -116 -7%
CFO
1521
Cambient Family Office
Michigan
$204K +$213K +1,582 New
CA
1522
Continuum Advisory
Idaho
$204K – – –
BDFN
1523
Bond & Devick Financial Network
Minnesota
$203K – – –
CF
1524
Centaurus Financial
California
$203K -$11.6K -86 -5%
BCM
1525
Birmingham Capital Management
Alabama
$203K -$26.9K -200 -11%
59 60
61
62 63