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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
1626
SJS Investment Consulting
Ohio
$28.4K -$890 -7 -3%
GWP
1627
Gen-Wealth Partners
Michigan
$28.1K – – –
TC
1628
Tacita Capital
Ontario, Canada
$27.9K -$18.6K -146 -37%
GK
1629
Graney & King
New York
$27.9K +$31.2K +245 New
SC
1630
Stephens Consulting
Michigan
$27.8K +$14.1K +111 +83%
CSPIA
1631
Cary Street Partners Investment Advisory
Virginia
$27.5K -$5.09M -40,006 -99%
CAC
1632
Core Alternative Capital
Georgia
$26.9K – – –
PCFFS
1633
Pacific Center for Financial Services
California
$26.5K +$29.6K +233 New
VFA
1634
Values First Advisors
Tennessee
$26.3K +$254 +2 +0.9%
OWP
1635
ORG Wealth Partners
Texas
$26.2K -$43.1K -339 -60%
CPG
1636
Cornerstone Planning Group
New Jersey
$26.1K -$1.65K -13 -6%
JSAM
1637
J. Safra Asset Management
New York
$25.1K +$28.5K +224 New
BWL
1638
Bogart Wealth LLC
Virginia
$25.1K +$15.3K +120 +120%
AEPWM
1639
Atlantic Edge Private Wealth Management
Florida
$25K – – –
BGAI
1640
Bruce G. Allen Investments
Colorado
$25K +$2.54K +20 +10%
BTC
1641
Bank & Trust Company
Illinois
$24.7K – – –
FCMT
1642
Founders Capital Management (Texas)
Texas
$24.5K – – –
GJIA
1643
Glass Jacobson Investment Advisors
Maryland
$24.3K +$127 +1 +0.5%
MBFW
1644
Morton Brown Family Wealth
Pennsylvania
$23.6K – – –
GKIM
1645
GW&K Investment Management
Massachusetts
$23K +$1.65K +13 +7%
FUBT
1646
First United Bank & Trust
Maryland
$22.8K – – –
FIM
1647
FWL Investment Management
Texas
$22.8K – – –
GA
1648
GoalVest Advisory
New York
$22.8K – – –
HI
1649
Hoey Investments
Pennsylvania
$22.8K – – –
RF
1650
Robinswood Financial
Washington
$22.8K – – –
64 65
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