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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
1626
Bogart Wealth LLC
Virginia
$31.1K +$3.94K +32 +15%
CNBT
1627
Cornerstone National Bank & Trust
Illinois
$30.9K – – –
SRCM
1628
Signature Resources Capital Management
California
$30.9K – – –
OW
1629
Olistico Wealth
Oklahoma
$30.8K -$3.08K -25 -9%
SIC
1630
SJS Investment Consulting
Ohio
$30.7K – – –
RA
1631
Rise Advisors
New York
$30.7K -$616 -5 -2%
GK
1632
Graney & King
New York
$30.5K +$246 +2 +0.8%
GWP
1633
Gen-Wealth Partners
Michigan
$30.5K – – –
AG
1634
AmeriFlex Group
Nevada
$30.4K +$18K +146 +146%
TC
1635
Tacita Capital
Ontario, Canada
$30.3K – – –
GKIM
1636
GW&K Investment Management
Massachusetts
$30K +$4.56K +37 +18%
BGAI
1637
Bruce G. Allen Investments
Colorado
$29.6K +$2.59K +21 +10%
PAM
1638
Pinpoint Asset Management
Hong Kong
$29.4K +$29.3K +238 New
SWIM
1639
Smallwood Wealth Investment Management
New Jersey
$29.3K +$29.2K +237 New
SC
1640
Stephens Consulting
Michigan
$29.3K -$863 -7 -3%
PP
1641
Pacifica Partners
Canada
$29K +$2.46K +20 +8%
PCFFS
1642
Pacific Center for Financial Services
California
$28.8K – – –
OWA
1643
Opal Wealth Advisors
New York
$28.5K +$28.5K +231 New
FNWM
1644
Financial Network Wealth Management
Utah
$28K +$28.3K +230 New
AEPWM
1645
Atlantic Edge Private Wealth Management
Florida
$27K – – –
VBA
1646
von Borstel & Associates
Oregon
$27K +$27.2K +221 New
BTC
1647
Bank & Trust Company
Illinois
$26.8K – – –
CAC
1648
Core Alternative Capital
Georgia
$26.7K -$2.46K -20 -8%
CPG
1649
Cornerstone Planning Group
New Jersey
$26.6K +$5.79K +47 +22%
FCMT
1650
Founders Capital Management (Texas)
Texas
$26.5K – – –
64 65
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