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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1626
Centerpoint Advisors
Massachusetts
$39K – – –
RA
1627
Rational Advisors
New York
$38.8K -$5.94K -44 -13%
FNWA
1628
Financial Network Wealth Advisors
Utah
$36.8K -$405 -3 -1%
TC
1629
Trust Company
Kansas
$36.3K -$126K -932 -77%
SC
1630
Steph & Co
Wisconsin
$36.3K – – –
BLC
1631
Brown, Lisle/Cummings
Rhode Island
$36.1K – – –
WBC
1632
West Branch Capital
Massachusetts
$36.1K – – –
OW
1633
Olistico Wealth
Oklahoma
$36.1K – – –
TFGT
1634
TS Financial Group (TSFG)
Illinois
$36K +$135 +1 +0.4%
CMP
1635
Coston McIsaac & Partners
Maine
$36K +$1.49K +11 +4%
KPP
1636
Kings Path Partners
Texas
$35.8K – – –
CB
1637
CNB Bank
Pennsylvania
$33.8K – – –
SIC
1638
SJS Investment Consulting
Ohio
$33.7K – – –
PP
1639
Pacifica Partners
Canada
$33.5K -$1.35K -10 -4%
RA
1640
Rise Advisors
New York
$33.1K +$270 +2 +0.8%
CT
1641
Clearstead Trust
Maine
$32.9K – – –
CNBT
1642
Cornerstone National Bank & Trust
Illinois
$32.9K +$33.8K +250 New
SRCM
1643
Signature Resources Capital Management
California
$32.9K – – –
CAC
1644
Core Alternative Capital
Georgia
$31K – – –
GWP
1645
Gen-Wealth Partners
Michigan
$30.2K -$126K -935 -79%
VFA
1646
Values First Advisors
Tennessee
$30.1K +$30.9K +229 New
FFO
1647
Fortitude Family Office
Arizona
$30K -$5K -37 -14%
AEPWM
1648
Atlantic Edge Private Wealth Management
Florida
$28.8K +$21.5K +159 +265%
BTC
1649
Bank & Trust Company
Illinois
$28.5K – – –
FCMT
1650
Founders Capital Management (Texas)
Texas
$28.3K – – –
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