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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
GWP
1676
Gen-Wealth Partners
Michigan
$33.6K – – –
SWIM
1677
Smallwood Wealth Investment Management
New Jersey
$33K +$256 +2 +0.8%
FFO
1678
Fortitude Family Office
Arizona
$32K – – –
PCFFS
1679
Pacific Center for Financial Services
California
$31.7K – – –
AEPWM
1680
Atlantic Edge Private Wealth Management
Florida
$29.8K – – –
BTC
1681
Bank & Trust Company
Illinois
$29.5K – – –
PCTC
1682
Perkins Coie Trust Company
Washington
$29.2K -$180K -1,408 -87%
FCMT
1683
Founders Capital Management (Texas)
Texas
$29.2K – – –
WWM
1684
Wolff Wiese Magana
California
$29.1K – – –
MDCM
1685
Morgan Dempsey Capital Management
Wisconsin
$29.1K – – –
C
1686
Covestor
United Kingdom
$29K -$26.9K -210 -50%
BGAI
1687
Bruce G. Allen Investments
Colorado
$29K – – –
EWM
1688
Evolution Wealth Management
Florida
$28.6K – – –
MBFW
1689
Morton Brown Family Wealth
Pennsylvania
$28.2K – – –
SHIM
1690
Stone House Investment Management
Pennsylvania
$27.7K -$641 -5 -2%
NWM
1691
Nova Wealth Management
Florida
$27.3K -$6.02K -47 -19%
DWA
1692
Delos Wealth Advisors
Texas
$27.2K – – –
FDW
1693
Fourth Dimension Wealth
Ohio
$27.2K – – –
GA
1694
GoalVest Advisory
New York
$27.2K – – –
RF
1695
Robinswood Financial
Washington
$27.2K – – –
CMP
1696
Coston McIsaac & Partners
Maine
$27K – – –
NWM
1697
Navigoe Wealth Management
California
$27K – – –
CIR
1698
Clear Investment Research
Georgia
$26.8K +$7.43K +58 +42%
FUBT
1699
First United Bank & Trust
Maryland
$25.8K +$3.2K +25 +15%
CWP
1700
Concord Wealth Partners
Virginia
$25.7K +$128 +1 +0.5%
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