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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
SL
1626
Salomon & Ludwin
Virginia
$62.6K +$36.1K +282 +149%
CWM
1627
Crowley Wealth Management
Delaware
$61.9K – – –
PWA
1628
Physician Wealth Advisors
Utah
$61.3K +$16.3K +127 +39%
POIA
1629
Pin Oak Investment Advisors
Texas
$61.2K – – –
WOSD
1630
WFA of San Diego
California
$59.6K – – –
FS
1631
Financially Speaking
Colorado
$58.3K +$384 +3 +0.7%
TC
1632
Tacita Capital
Ontario, Canada
$57.1K +$22.4K +175 +71%
CAM
1633
Costello Asset Management
Pennsylvania
$54.4K – – –
SC
1634
Steph & Co
Wisconsin
$53.2K +$14.7K +115 +42%
MFT
1635
Moisand Fitzgerald Tamayo
Florida
$52.4K – – –
KFP
1636
Kerr Financial Planning
California
$50.4K +$46.2K +361 New
CLOS
1637
Compagnie Lombard Odier SCmA
Switzerland
$50.3K -$13.8K -108 -23%
EA
1638
Evolution Advisers
Virginia
$50K – – –
CWM
1639
Copia Wealth Management
Oregon
$49.4K +$6.66K +52 +17%
PWMG
1640
Prestige Wealth Management Group
New Jersey
$48.7K – – –
BGA
1641
Battery Global Advisors
Massachusetts
$48.7K – – –
LAM
1642
Lynch Asset Management
Pennsylvania
$47.6K – – –
JGIA
1643
Jackson Grant Investment Advisers
Connecticut
$47.6K +$44.8K +350 New
TFG
1644
Team Financial Group
California
$47.6K +$384 +3 +0.9%
OA
1645
Operose Advisors
Wisconsin
$47.1K – – –
PAI
1646
Pittenger & Anderson Inc
Nebraska
$46.5K +$6.92K +54 +19%
GKIM
1647
GW&K Investment Management
Massachusetts
$45K +$1.15K +9 +3%
DWS
1648
Dynamic Wealth Strategies
California
$44.9K – – –
TC
1649
Trust Company
Kansas
$44.8K – – –
NECFA
1650
New England Capital Financial Advisors
Connecticut
$44.4K +$256 +2 +0.6%
64 65
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