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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
FLFS
1676
Family Legacy Financial Solutions
North Carolina
$11.9K +$11.2K +100 New
BC
1677
Barrett & Company
Rhode Island
$11.9K – – –
HNW
1678
High Note Wealth
Minnesota
$11.5K – – –
WPWM
1679
Western Pacific Wealth Management
Illinois
$11.3K -$339K -3,030 -97%
MAM
1680
Morse Asset Management
Connecticut
$11K – – –
BCM
1681
Blume Capital Management
California
$10.9K -$896 -8 -8%
HHMI
1682
Howard Hughes Medical Institute
Maryland
$10.6K +$9.97K +89 New
SWA
1683
SOA Wealth Advisors
New York
$10.4K -$8.96K -80 -48%
HWM
1684
HighMark Wealth Management
Minnesota
$10.4K +$112 +1 +1%
WCM
1685
Westend Capital Management
California
$10.3K – – –
IWP
1686
IAG Wealth Partners
Wisconsin
$10.1K – – –
ABWM
1687
Alpine Bank Wealth Management
Colorado
$9.9K – – –
IHWM
1688
Iron Horse Wealth Management
Iowa
$9.78K – – –
MAS
1689
MPWM Advisory Solutions
Georgia
$9.68K -$672 -6 -7%
S
1690
Sachetta
Massachusetts
$9.54K +$112 +1 +1%
KFP
1691
Keener Financial Planning
Texas
$9K – – –
HFS
1692
Hopwood Financial Services
Virginia
$8.95K – – –
PWA
1693
Principia Wealth Advisory
Texas
$8.95K +$784 +7 +10%
RWM
1694
Raffa Wealth Management
District of Columbia
$8.83K – – –
MAWAG
1695
Mid-American Wealth Advisory Group
Missouri
$8.59K +$8.07K +72 New
FFC
1696
First Financial Corp
Indiana
$8.23K -$64.9K -579 -89%
NC
1697
North Capital
Utah
$8.11K -$1.12K -10 -13%
PSFG
1698
Park Square Financial Group
Georgia
$8.11K – – –
NEWAS
1699
N.E.W. Advisory Services
Wisconsin
$8.07K +$112 +1 +1%
AFG
1700
Albion Financial Group
Utah
$7.99K -$6.72K -60 -47%
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