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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
GWP
1626
Gen-Wealth Partners
Michigan
$28.1K – – –
TC
1627
Tacita Capital
Ontario, Canada
$27.9K -$18.6K -146 -37%
GK
1628
Graney & King
New York
$27.9K +$31.2K +245 New
SC
1629
Stephens Consulting
Michigan
$27.8K +$14.1K +111 +83%
CSPIA
1630
Cary Street Partners Investment Advisory
Virginia
$27.5K -$5.09M -40,006 -99%
CAC
1631
Core Alternative Capital
Georgia
$26.9K – – –
PCFFS
1632
Pacific Center for Financial Services
California
$26.5K +$29.6K +233 New
VFA
1633
Values First Advisors
Tennessee
$26.3K +$254 +2 +0.9%
OWP
1634
ORG Wealth Partners
Texas
$26.2K -$43.1K -339 -60%
CPG
1635
Cornerstone Planning Group
New Jersey
$26.1K -$1.65K -13 -6%
JSAM
1636
J. Safra Asset Management
New York
$25.1K +$28.5K +224 New
BWL
1637
Bogart Wealth LLC
Virginia
$25.1K +$15.3K +120 +120%
AEPWM
1638
Atlantic Edge Private Wealth Management
Florida
$25K – – –
BGAI
1639
Bruce G. Allen Investments
Colorado
$25K +$2.54K +20 +10%
BTC
1640
Bank & Trust Company
Illinois
$24.7K – – –
FCMT
1641
Founders Capital Management (Texas)
Texas
$24.5K – – –
GJIA
1642
Glass Jacobson Investment Advisors
Maryland
$24.3K +$127 +1 +0.5%
MBFW
1643
Morton Brown Family Wealth
Pennsylvania
$23.6K – – –
GKIM
1644
GW&K Investment Management
Massachusetts
$23K +$1.65K +13 +7%
FUBT
1645
First United Bank & Trust
Maryland
$22.8K – – –
FIM
1646
FWL Investment Management
Texas
$22.8K – – –
GA
1647
GoalVest Advisory
New York
$22.8K – – –
HI
1648
Hoey Investments
Pennsylvania
$22.8K – – –
RF
1649
Robinswood Financial
Washington
$22.8K – – –
FDW
1650
Fourth Dimension Wealth
Ohio
$22.8K +$25.4K +200 New
64 65
66
67 68