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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
DSC
1601
Duncker Streett & Co
Missouri
$75.6K – – –
HFM
1602
Harvest Fund Management
China
$75K +$68.4K +534 +3,814%
SVWA
1603
Sarver Vrooman Wealth Advisors
Missouri
$74.4K – – –
FRA
1604
Front Row Advisors
California
$72.8K – – –
CSPIA
1605
Cary Street Partners Investment Advisory
Virginia
$72.8K +$13.6K +106 +25%
WPA
1606
Wealth Preservation Advisors
Tennessee
$72.6K +$1.41K +11 +2%
HAP
1607
Harbor Asset Planning
Massachusetts
$72.5K – – –
QWM
1608
Quaker Wealth Management
New Jersey
$72.2K -$128 -1 -0.2%
PPC
1609
Park Place Capital
Alabama
$71.1K -$19.2K -150 -22%
KFI
1610
Key Financial Inc
Pennsylvania
$69.2K – – –
PPA
1611
Painted Porch Advisors
California
$68.4K – – –
APW
1612
Acima Private Wealth
Virginia
$68K – – –
EWM
1613
Evermay Wealth Management
Virginia
$68K – – –
FWA
1614
Flagship Wealth Advisors
Massachusetts
$68K – – –
VWM
1615
Valley Wealth Managers
New Jersey
$68K +$51.2K +400 +400%
JWA
1616
JFS Wealth Advisors
Pennsylvania
$67.6K +$128 +1 +0.2%
APW
1617
Aventura Private Wealth
Florida
$66.8K – – –
JWM
1618
JPL Wealth Management
Colorado
$66K +$62.1K +485 New
MEG
1619
Millstone Evans Group
Colorado
$65.4K – – –
FHC
1620
First Horizon Corporation
Tennessee
$65.3K +$61.5K +480 New
1NWS
1621
1 North Wealth Services
Maryland
$64.5K – – –
MWA
1622
Medallion Wealth Advisors
Connecticut
$63.3K +$3.84K +30 +7%
SL
1623
Salomon & Ludwin
Virginia
$62.6K +$36.1K +282 +149%
CWM
1624
Crowley Wealth Management
Delaware
$61.9K – – –
PWA
1625
Physician Wealth Advisors
Utah
$61.3K +$16.3K +127 +39%
63 64
65
66 67