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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
SVWA
1526
Sarver Vrooman Wealth Advisors
Missouri
$65.3K – – –
MWM
1527
MorganRosel Wealth Management
Colorado
$65.1K – – –
FRA
1528
Front Row Advisors
California
$63.8K – – –
HAP
1529
Harbor Asset Planning
Massachusetts
$63.6K +$59.7K +533 New
QWM
1530
Quaker Wealth Management
New Jersey
$63.5K +$59.6K +532 New
WPA
1531
Wealth Preservation Advisors
Tennessee
$62.4K +$672 +6 +1%
DF
1532
DecisionPoint Financial
Arizona
$62.1K +$448 +4 +0.8%
KFI
1533
Key Financial Inc
Pennsylvania
$61.3K – – –
OAJ
1534
Ogorek Anthony Joseph
New York
$61K +$13.3K +119 +30%
PPA
1535
Painted Porch Advisors
California
$60K – – –
CM
1536
Capula Management
Cayman Islands
$59.9K +$56.2K +502 New
APW
1537
Acima Private Wealth
Virginia
$59.6K – – –
EWM
1538
Evermay Wealth Management
Virginia
$59.6K – – –
FWA
1539
Flagship Wealth Advisors
Massachusetts
$59.6K – – –
JWA
1540
JFS Wealth Advisors
Pennsylvania
$59.2K -$3.7K -33 -6%
HWM
1541
Hemington Wealth Management
Virginia
$59K +$224 +2 +0.4%
APW
1542
Aventura Private Wealth
Florida
$58.6K -$784 -7 -1%
MEG
1543
Millstone Evans Group
Colorado
$57.4K – – –
TFIPS
1544
Towarzystwo Funduszy Inwestycyjnych PZU SA
$57.3K -$14.6K -130 -21%
CLOS
1545
Compagnie Lombard Odier SCmA
Switzerland
$57K -$49.9K -445 -48%
1NWS
1546
1 North Wealth Services
Maryland
$56.5K – – –
MCM
1547
Manchester Capital Management
Vermont
$55.9K -$3.92K -35 -7%
POIA
1548
Pin Oak Investment Advisors
Texas
$55K -$3.92K -35 -7%
CWM
1549
Crowley Wealth Management
Delaware
$54.3K – – –
MWA
1550
Medallion Wealth Advisors
Connecticut
$53.6K +$336 +3 +0.7%
60 61
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63 64