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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
SRCM
1676
Signature Resources Capital Management
California
$34K -$21.3K -166 -40%
CNBT
1677
Cornerstone National Bank & Trust
Illinois
$34K – – –
RL
1678
Rogco LP
Oklahoma
$34K – – –
GWP
1679
Gen-Wealth Partners
Michigan
$33.6K – – –
SWIM
1680
Smallwood Wealth Investment Management
New Jersey
$33K +$256 +2 +0.8%
FFO
1681
Fortitude Family Office
Arizona
$32K – – –
PCFFS
1682
Pacific Center for Financial Services
California
$31.7K – – –
AEPWM
1683
Atlantic Edge Private Wealth Management
Florida
$29.8K – – –
BTC
1684
Bank & Trust Company
Illinois
$29.5K – – –
PCTC
1685
Perkins Coie Trust Company
Washington
$29.2K -$180K -1,408 -87%
FCMT
1686
Founders Capital Management (Texas)
Texas
$29.2K – – –
WWM
1687
Wolff Wiese Magana
California
$29.1K – – –
MDCM
1688
Morgan Dempsey Capital Management
Wisconsin
$29.1K – – –
C
1689
Covestor
United Kingdom
$29K -$26.9K -210 -50%
BGAI
1690
Bruce G. Allen Investments
Colorado
$29K – – –
EWM
1691
Evolution Wealth Management
Florida
$28.6K – – –
MBFW
1692
Morton Brown Family Wealth
Pennsylvania
$28.2K – – –
SHIM
1693
Stone House Investment Management
Pennsylvania
$27.7K -$641 -5 -2%
NWM
1694
Nova Wealth Management
Florida
$27.3K -$6.02K -47 -19%
DWA
1695
Delos Wealth Advisors
Texas
$27.2K – – –
FDW
1696
Fourth Dimension Wealth
Ohio
$27.2K – – –
GA
1697
GoalVest Advisory
New York
$27.2K – – –
RF
1698
Robinswood Financial
Washington
$27.2K – – –
CMP
1699
Coston McIsaac & Partners
Maine
$27K – – –
NWM
1700
Navigoe Wealth Management
California
$27K – – –
66 67
68
69 70