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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
FDW
1651
Fourth Dimension Wealth
Ohio
$22.8K +$25.4K +200 New
FWA
1652
FSC Wealth Advisors
New York
$22.7K – – –
NWM
1653
Navigoe Wealth Management
California
$22K +$25.4K +200 New
RWM
1654
Ruedi Wealth Management
Illinois
$21.6K – – –
SL
1655
Salomon & Ludwin
Virginia
$21.5K – – –
TCM
1656
TruNorth Capital Management
Michigan
$21.5K +$4.96K +39 +26%
SCM
1657
Silvant Capital Management
Georgia
$21.2K – – –
FA
1658
Fedenia Advisers
Wisconsin
$21.2K +$23.7K +186 New
CAS
1659
Coppell Advisory Solutions
Texas
$21.1K -$58.4K -459 -71%
FPB
1660
First PREMIER Bank
South Dakota
$21K – – –
LC
1661
Lavaca Capital
Texas
$20.9K +$23.4K +184 New
VWM
1662
Valley Wealth Managers
New Jersey
$19.9K – – –
BAM
1663
Byrne Asset Management
New Jersey
$19.7K – – –
PAM
1664
Parvin Asset Management
South Dakota
$19.7K +$22K +173 New
LIM
1665
Lagoda Investment Management
New York
$19.4K – – –
MCM
1666
Mainstream Capital Management
California
$19.1K +$21.4K +168 New
SWA
1667
SOA Wealth Advisors
New York
$19K +$127 +1 +0.6%
NBT
1668
Northwest Bank & Trust
Iowa
$18.5K – – –
LB
1669
Legacy Bridge
Iowa
$18.3K – – –
AWM
1670
Atticus Wealth Management
Florida
$18.2K – – –
PWM
1671
Parkworth Wealth Management
California
$17.9K +$20K +157 New
GCM
1672
GKV Capital Management
California
$17.8K +$19.8K +156 New
CIA
1673
Cape Investment Advisory
Georgia
$17.2K +$19.2K +151 New
LAM
1674
Lummis Asset Management
Texas
$17.1K – – –
BFS
1675
Burkett Financial Services
South Carolina
$16.7K +$127 +1 +0.7%
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