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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CBT
1601
Crews Bank & Trust
Florida
$32.5K +$36.3K +285 New
SC
1602
Steph & Co
Wisconsin
$31.4K – – –
TC
1603
Trust Company
Kansas
$31.4K – – –
WBC
1604
West Branch Capital
Massachusetts
$31.3K – – –
CFS
1605
Compass Financial Services
Iowa
$31.3K +$35K +275 New
OW
1606
Olistico Wealth
Oklahoma
$31.3K – – –
YP
1607
YANKCOM Partnership
South Dakota
$31.2K +$34.9K +274 New
NFSG
1608
Newbridge Financial Services Group
Florida
$31.2K +$34.9K +274 New
CMP
1609
Coston McIsaac & Partners
Maine
$31K – – –
TFGT
1610
TS Financial Group (TSFG)
Illinois
$31K – – –
KPP
1611
Kings Path Partners
Texas
$31K – – –
WB
1612
Webster Bank
Connecticut
$30.8K +$11.2K +88 +48%
PWA
1613
Physician Wealth Advisors
Utah
$30.6K +$34.2K +269 New
FFO
1614
Fortitude Family Office
Arizona
$30.3K +$4.83K +38 +17%
HI
1615
Human Investing
Oregon
$30.1K +$33.6K +264 New
CB
1616
CNB Bank
Pennsylvania
$29.3K – – –
HWA
1617
Heritage Wealth Advisors
Virginia
$29.2K -$21.4K -168 -40%
WW
1618
Winnow Wealth
Texas
$29K +$32.4K +255 New
WTFG
1619
Wood Tarver Financial Group
Idaho
$29K +$33.3K +262 New
RA
1620
Rise Advisors
New York
$29K +$254 +2 +0.8%
PP
1621
Pacifica Partners
Canada
$28.7K -$509 -4 -2%
CT
1622
Clearstead Trust
Maine
$28.5K – – –
CNBT
1623
Cornerstone National Bank & Trust
Illinois
$28.5K – – –
FWM
1624
FLP Wealth Management
Arkansas
$28.5K +$31.8K +250 New
SRCM
1625
Signature Resources Capital Management
California
$28.5K – – –
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