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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
1NWS
1576
1 North Wealth Services
Maryland
$58.5K +$58.4K +474 New
CWM
1577
Crowley Wealth Management
Delaware
$56.2K – – –
FDW
1578
Fourth Dimension Wealth
Ohio
$55.6K +$30.8K +250 +125%
POIA
1579
Pin Oak Investment Advisors
Texas
$55K – – –
MWA
1580
Medallion Wealth Advisors
Connecticut
$53.7K +$370 +3 +0.7%
SS
1581
SBI Securities
Japan
$52.6K -$246 -2 -0.5%
CSPIA
1582
Cary Street Partners Investment Advisory
Virginia
$52K +$22.2K +180 +75%
WA
1583
Whipplewood Advisors
Colorado
$49.5K -$9.49K -77 -19%
CAM
1584
Costello Asset Management
Pennsylvania
$49.4K +$49.3K +400 New
FGAM
1585
Financial Gravity Asset Management
Texas
$49K +$48.9K +397 New
EA
1586
Evolution Advisers
Virginia
$49K -$370 -3 -0.7%
OAJ
1587
Ogorek Anthony Joseph
New York
$48K +$46.1K +374 +1,968%
MFT
1588
Moisand Fitzgerald Tamayo
Florida
$47.5K +$47.4K +385 New
PP
1589
PrairieView Partners
Minnesota
$47K – – –
PWMG
1590
Prestige Wealth Management Group
New Jersey
$44.2K – – –
BGA
1591
Battery Global Advisors
Massachusetts
$44.2K – – –
AT
1592
Arlington Trust
Alabama
$43K – – –
CT
1593
Clearstead Trust
Maine
$41.5K +$10.6K +86 +34%
CIAS
1594
CBIZ Investment Advisory Services
Ohio
$41.4K – – –
DWS
1595
Dynamic Wealth Strategies
California
$40.7K +$40.7K +330 New
BA
1596
Bellwether Advisors
Nebraska
$40.6K – – –
NECFA
1597
New England Capital Financial Advisors
Connecticut
$39.8K +$123 +1 +0.3%
PWMG
1598
Private Wealth Management Group
New Jersey
$39.6K – – –
T
1599
Transce3nd
Texas
$39.6K -$29K -235 -42%
CWM
1600
Copia Wealth Management
Oregon
$38.4K -$739 -6 -2%
62 63
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