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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1601
Hemington Wealth Management
Virginia
$78K +$9.99K +78 +16%
TVWM
1602
Tower View Wealth Management
Wisconsin
$76.2K +$641 +5 +0.9%
OAJ
1603
Ogorek Anthony Joseph
New York
$76K +$6.53K +51 +10%
DSC
1604
Duncker Streett & Co
Missouri
$75.6K – – –
HFM
1605
Harvest Fund Management
China
$75K +$68.4K +534 +3,814%
SVWA
1606
Sarver Vrooman Wealth Advisors
Missouri
$74.4K – – –
FRA
1607
Front Row Advisors
California
$72.8K – – –
CSPIA
1608
Cary Street Partners Investment Advisory
Virginia
$72.8K +$13.6K +106 +25%
WPA
1609
Wealth Preservation Advisors
Tennessee
$72.6K +$1.41K +11 +2%
HAP
1610
Harbor Asset Planning
Massachusetts
$72.5K – – –
QWM
1611
Quaker Wealth Management
New Jersey
$72.2K -$128 -1 -0.2%
PPC
1612
Park Place Capital
Alabama
$71.1K -$19.2K -150 -22%
KFI
1613
Key Financial Inc
Pennsylvania
$69.2K – – –
PPA
1614
Painted Porch Advisors
California
$68.4K – – –
APW
1615
Acima Private Wealth
Virginia
$68K – – –
EWM
1616
Evermay Wealth Management
Virginia
$68K – – –
FWA
1617
Flagship Wealth Advisors
Massachusetts
$68K – – –
VWM
1618
Valley Wealth Managers
New Jersey
$68K +$51.2K +400 +400%
JWA
1619
JFS Wealth Advisors
Pennsylvania
$67.6K +$128 +1 +0.2%
APW
1620
Aventura Private Wealth
Florida
$66.8K – – –
JWM
1621
JPL Wealth Management
Colorado
$66K +$62.1K +485 New
MEG
1622
Millstone Evans Group
Colorado
$65.4K – – –
FHC
1623
First Horizon Corporation
Tennessee
$65.3K +$61.5K +480 New
1NWS
1624
1 North Wealth Services
Maryland
$64.5K – – –
MWA
1625
Medallion Wealth Advisors
Connecticut
$63.3K +$3.84K +30 +7%
63 64
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