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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1526
CoreCap Advisors
Michigan
$144K +$148K +1,093 New
CA
1527
Continuum Advisory
Idaho
$139K +$945 +7 +0.7%
ACA
1528
American Capital Advisory
Idaho
$138K – – –
ATS
1529
Ashton Thomas Securities
New York
$138K +$142K +1,051 New
MFC
1530
Mechanics Financial Corp
Ohio
$131K – – –
CSB
1531
City State Bank
Iowa
$130K -$5.4K -40 -4%
PS
1532
Planned Solutions
California
$129K +$132K +980 New
GBT
1533
Grove Bank & Trust
Florida
$127K -$26.5K -196 -17%
GTAM
1534
Global Trust Asset Management
Florida
$127K – – –
ANBT
1535
American National Bank & Trust
Texas
$126K -$110K -812 -46%
MSFP
1536
Mark Sheptoff Financial Planning
Connecticut
$126K – – –
WWP
1537
WR Wealth Planners
Missouri
$126K +$25.9K +192 +25%
TLA
1538
Tanglewood Legacy Advisors
Texas
$125K -$48.9K -362 -28%
BC
1539
Broadwater Capital
Massachusetts
$118K – – –
SOW
1540
State of Wyoming
Wyoming
$118K +$122K +900 New
OP
1541
ORG Partners
Indiana
$117K -$66.2K -490 -36%
VNA
1542
Valley National Advisers
Pennsylvania
$114K -$31.2K -231 -21%
CFO
1543
CVA Family Office
Colorado
$114K -$270 -2 -0.2%
GC
1544
Garde Capital
Washington
$113K – – –
EWM
1545
Evermay Wealth Management
Virginia
$112K – – –
MTIC
1546
Missouri Trust & Investment Company
Missouri
$111K – – –
WPWM
1547
Western Pacific Wealth Management
Illinois
$111K – – –
OIA
1548
Optimum Investment Advisors
Illinois
$110K – – –
FCAS
1549
First Command Advisory Services
Texas
$108K +$28.4K +210 +34%
AW
1550
Avion Wealth
Texas
$106K +$14.2K +105 +15%
60 61
62
63 64