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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
1626
Strategic Investment Solutions
Illinois
$50.7K +$51.7K +349 New
RL
1627
Rogco LP
Oklahoma
$49.4K – – –
AT
1628
Arlington Trust
Alabama
$49.1K – – –
NFSG
1629
Newbridge Financial Services Group
Florida
$48.8K -$17.8K -120 -26%
RA
1630
Rational Advisors
New York
$47.9K -$2.37K -16 -5%
BIA
1631
Bell Investment Advisors
California
$46.4K +$4K +27 +9%
CIAS
1632
CBIZ Investment Advisory Services
Ohio
$45.2K – – –
WOSD
1633
WFA of San Diego
California
$45K +$47.2K +319 New
NECFA
1634
New England Capital Financial Advisors
Connecticut
$44.8K +$296 +2 +0.6%
PO
1635
Private Ocean
California
$44.5K – – –
PPA
1636
Painted Porch Advisors
California
$43.9K +$46K +311 New
HC
1637
Hoese & Co
Minnesota
$42.9K – – –
MCM
1638
Manchester Capital Management
Vermont
$42.9K +$1.04K +7 +2%
SA
1639
SRH Advisors
Kansas
$42.2K -$5.77K -39 -12%
CJ
1640
Caitlin John
Michigan
$42.1K -$312K -2,107 -88%
CA
1641
Centerpoint Advisors
Massachusetts
$42K – – –
FNWA
1642
Financial Network Wealth Advisors
Utah
$40K +$41.9K +283 New
SC
1643
Steph & Co
Wisconsin
$39K +$40.9K +276 New
BLC
1644
Brown, Lisle/Cummings
Rhode Island
$38.8K – – –
WBC
1645
West Branch Capital
Massachusetts
$38.8K – – –
OW
1646
Olistico Wealth
Oklahoma
$38.7K +$40.6K +274 New
KPP
1647
Kings Path Partners
Texas
$38.4K +$40.3K +272 New
TFGT
1648
TS Financial Group (TSFG)
Illinois
$38K +$6.66K +45 +20%
FFO
1649
Fortitude Family Office
Arizona
$37.4K +$13.5K +91 +52%
PP
1650
Pacifica Partners
Canada
$37.2K -$6.51K -44 -14%
64 65
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