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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
1526
SageView Advisory Group
California
$282K +$26.7K +155 +10%
DIM
1527
Delta Investment Management
California
$282K – – –
PWMG
1528
Prestige Wealth Management Group
New Jersey
$281K +$178K +1,032 +163%
WFA
1529
Websterrogers Financial Advisors
South Carolina
$280K – – –
APC
1530
Aspire Private Capital
North Carolina
$280K -$8.61K -50 -3%
MPAM
1531
Murphy Pohlad Asset Management
Minnesota
$279K – – –
IWA
1532
IVC Wealth Advisors
Pennsylvania
$279K -$4.82K -28 -2%
EFG
1533
Embree Financial Group
Illinois
$278K +$2.24K +13 +0.8%
CIG
1534
Cullen Investment Group
Louisiana
$278K +$689 +4 +0.2%
MSWA
1535
Marshall & Sterling Wealth Advisors
New York
$277K – – –
ACA
1536
Atlas Capital Advisors
Wyoming
$277K – – –
WCP
1537
Wealthcare Capital Partners
Pennsylvania
$277K +$4.99K +29 +2%
TWD
1538
True Wealth Design
Ohio
$277K +$62.5K +363 +28%
DE
1539
Defiance ETFs
New York
$277K +$41.3K +240 +18%
CTWM
1540
Cherry Tree Wealth Management
Minnesota
$275K – – –
CFS
1541
Commonwealth Financial Services
West Virginia
$275K -$4.99K -29 -2%
SIA
1542
Schear Investment Advisers
Ohio
$275K +$72.6K +422 +35%
EL
1543
EWA LLC
Pennsylvania
$275K +$18.2K +106 +7%
WP
1544
Wealthspan Partners
Iowa
$275K – – –
PAG
1545
Powers Advisory Group
Illinois
$275K -$42.9K -249 -13%
KCFA
1546
Key Client Fiduciary Advisors
New Jersey
$275K +$9.47K +55 +4%
CFS
1547
CRA Financial Services
New Jersey
$274K +$7.23K +42 +3%
MWPCG
1548
Measured Wealth Private Client Group
New Hampshire
$273K – – –
EW
1549
Elyxium Wealth
California
$273K +$278K +1,615 New
CWM
1550
CarsonAllaria Wealth Management
Illinois
$273K -$9.81K -57 -3%
60 61
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63 64