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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
WTFG
1601
Wood Tarver Financial Group
Idaho
$31K – – –
CB
1602
CNB Bank
Pennsylvania
$30.7K – – –
RA
1603
Rise Advisors
New York
$29.9K +$224 +2 +0.8%
RL
1604
Rogco LP
Oklahoma
$29.8K -$3.7K -33 -12%
CNBT
1605
Cornerstone National Bank & Trust
Illinois
$29.8K – – –
GK
1606
Graney & King
New York
$29.8K +$336 +3 +1%
NWM
1607
Nova Wealth Management
Florida
$29.6K -$5.94K -53 -18%
AG
1608
AmeriFlex Group
Nevada
$29.6K – – –
GWP
1609
Gen-Wealth Partners
Michigan
$29.5K – – –
TC
1610
Tacita Capital
Ontario, Canada
$29.2K – – –
SWIM
1611
Smallwood Wealth Investment Management
New Jersey
$28.7K +$336 +3 +1%
FFO
1612
Fortitude Family Office
Arizona
$28K -$3.47K -31 -12%
PCFFS
1613
Pacific Center for Financial Services
California
$27.8K – – –
SIC
1614
SJS Investment Consulting
Ohio
$27.6K -$2.02K -18 -7%
SC
1615
Stephens Consulting
Michigan
$27.4K -$784 -7 -3%
BWL
1616
Bogart Wealth LLC
Virginia
$26.2K -$3.7K -33 -13%
AEPWM
1617
Atlantic Edge Private Wealth Management
Florida
$26.1K – – –
ZBNA
1618
Zions Bancorporation, National Association
Utah
$26K -$437K -3,902 -95%
BTC
1619
Bank & Trust Company
Illinois
$25.9K – – –
FCMT
1620
Founders Capital Management (Texas)
Texas
$25.6K – – –
WWM
1621
Wolff Wiese Magana
California
$25.5K +$9.19K +82 +62%
MDCM
1622
Morgan Dempsey Capital Management
Wisconsin
$25.5K -$9.75K -87 -29%
CPG
1623
Cornerstone Planning Group
New Jersey
$25.5K -$5.6K -50 -19%
BGAI
1624
Bruce G. Allen Investments
Colorado
$25.4K -$3.02K -27 -11%
AF
1625
Alerus Financial
North Dakota
$25.3K +$23.8K +212 New
63 64
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66 67