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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
MCC
1651
Money Concepts Capital
Florida
$229K +$4.48K +26 +2%
AF
1652
Advisornet Financial
Minnesota
$229K +$29.6K +172 +15%
CWA
1653
CM Wealth Advisors
Ohio
$229K +$233K +1,353 New
PGWM
1654
Parisi Gray Wealth Management
New Jersey
$229K -$3.27K -19 -1%
HCC
1655
Hirtle Callaghan & Co
Pennsylvania
$228K – – –
KA
1656
KLCM Advisors
Wisconsin
$228K – – –
NRC
1657
New Republic Capital
North Carolina
$228K +$27.4K +159 +13%
SPWM
1658
Schrum Private Wealth Management
Florida
$226K +$54.1K +314 +26%
WP
1659
WealthShield Partners
North Carolina
$226K -$248K -1,439 -52%
QL
1660
Quarry LP
New York
$225K +$113K +654 +96%
VW
1661
Vance Wealth
California
$225K -$32.4K -188 -12%
EW
1662
Expressive Wealth
Illinois
$225K +$11.5K +67 +5%
HC
1663
Hendley & Co
Ohio
$225K – – –
FFA
1664
First Foundation Advisors
California
$225K +$229K +1,331 New
IIM
1665
InTrack Investment Management
Vermont
$223K -$4.99K -29 -2%
AF
1666
Aldebaran Financial
$223K – – –
GBT
1667
Grove Bank & Trust
Florida
$223K – – –
CWS
1668
Cypress Wealth Services
California
$222K +$8.26K +48 +4%
LWM
1669
LeConte Wealth Management
Tennessee
$222K +$37K +215 +20%
FA
1670
Fermata Advisors
California
$222K +$226K +1,312 New
SS
1671
SBI Securities
Japan
$222K -$1.55K -9 -0.7%
CAM
1672
Covenant Asset Management
New Jersey
$221K – – –
WDA
1673
Wendell David Associates
New Hampshire
$221K – – –
NAS
1674
NWF Advisory Services
California
$221K -$4.3K -25 -2%
CWA
1675
Canvas Wealth Advisors
Kansas
$221K +$2.24K +13 +1%
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