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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
PPC
1651
Park Place Capital
Alabama
$68K +$538 +4 +0.8%
IIM
1652
IFC & Insurance Marketing
California
$68K +$70.9K +527 New
LGWM
1653
Litman Gregory Wealth Management
California
$67.6K +$70.5K +524 New
WPA
1654
Wealth Preservation Advisors
Tennessee
$67.5K -$1.48K -11 -2%
APW
1655
Aventura Private Wealth
Florida
$67.1K +$3.9K +29 +6%
EW
1656
Elyxium Wealth
California
$67.1K +$70K +520 New
KFI
1657
Key Financial Inc
Pennsylvania
$66.7K +$404 +3 +0.6%
SL
1658
Salomon & Ludwin
Virginia
$65.8K -$135 -1 -0.2%
GWS
1659
Greykasell Wealth Strategies
California
$65.2K +$68.1K +506 New
CCA
1660
Catalyst Capital Advisors
New York
$65.2K -$49K -364 -42%
QA
1661
Quattro Advisors
Pennsylvania
$65.1K +$67.8K +504 New
WB
1662
Webster Bank
Connecticut
$64.6K +$32.7K +243 +94%
DSC
1663
Duncker Streett & Co
Missouri
$64.5K -$7.54K -56 -10%
APW
1664
Acima Private Wealth
Virginia
$64.5K – – –
EWM
1665
Evermay Wealth Management
Virginia
$64.5K – – –
FWA
1666
Flagship Wealth Advisors
Massachusetts
$64.5K – – –
VWM
1667
Valley Wealth Managers
New Jersey
$64.5K – – –
MEG
1668
Millstone Evans Group
Colorado
$62.1K – – –
1NWS
1669
1 North Wealth Services
Maryland
$61.2K – – –
MWA
1670
Medallion Wealth Advisors
Connecticut
$60.4K +$404 +3 +0.6%
PWA
1671
Physician Wealth Advisors
Utah
$58.7K +$673 +5 +1%
B
1672
Bayban
Minnesota
$57.7K +$60.2K +447 New
FS
1673
Financially Speaking
Colorado
$55.7K +$538 +4 +0.9%
PIM
1674
Plato Investment Management
Australia
$55K -$61.4K -456 -52%
KFP
1675
Kerr Financial Planning
California
$53.5K -$1.75K -13 -4%
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