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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
T
1601
Transce3nd
Texas
$39.6K -$29K -235 -42%
CWM
1602
Copia Wealth Management
Oregon
$38.4K -$739 -6 -2%
HC
1603
Hoese & Co
Minnesota
$37.3K – – –
MDCM
1604
Morgan Dempsey Capital Management
Wisconsin
$37.2K -$14.1K -114 -27%
NWM
1605
Nova Wealth Management
Florida
$37.2K +$37.1K +301 New
FFWM
1606
Future Financial Wealth Management
Ohio
$37K – – –
MFS
1607
Mattson Financial Services
Michigan
$37K – – –
CFS
1608
Compass Financial Services
Iowa
$37K +$3.08K +25 +9%
CA
1609
Centerpoint Advisors
Massachusetts
$37K – – –
SA
1610
SRH Advisors
Kansas
$36.9K – – –
TC
1611
Truvestments Capital
Florida
$36.4K -$3.7K -30 -9%
LAMC
1612
Longview Asset Management (California)
California
$35.3K – – –
CBT
1613
Crews Bank & Trust
Florida
$35.2K – – –
FCAS
1614
First Command Advisory Services
Texas
$34.9K -$24.6K -200 -41%
RL
1615
Rogco LP
Oklahoma
$34.9K -$8.26K -67 -19%
BFPW
1616
BOK Financial Private Wealth
Colorado
$34.2K +$16.4K +133 +92%
TC
1617
Trust Company
Kansas
$34.1K – – –
SC
1618
Steph & Co
Wisconsin
$34.1K – – –
TFGT
1619
TS Financial Group (TSFG)
Illinois
$34K +$123 +1 +0.4%
WBC
1620
West Branch Capital
Massachusetts
$34K – – –
GWSA
1621
Global Wealth Strategies & Associates
Colorado
$34K +$33.9K +275 New
KPP
1622
Kings Path Partners
Texas
$33.6K – – –
PWA
1623
Physician Wealth Advisors
Utah
$33.3K +$123 +1 +0.4%
FFO
1624
Fortitude Family Office
Arizona
$32.8K – – –
WW
1625
Winnow Wealth
Texas
$32.3K +$863 +7 +3%
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