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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1701
Abound Wealth Management
Tennessee
$13.8K +$1.89K +14 +15%
BL
1702
BFSG LLC
California
$13.5K – – –
CCMI
1703
Creative Capital Management Investments
California
$13.1K – – –
VAMG
1704
Voisard Asset Management Group
Michigan
$13.1K – – –
BWL
1705
Bogart Wealth LLC
Virginia
$13.1K +$4.73K +35 +54%
BC
1706
Barrett & Company
Rhode Island
$13.1K – – –
FFC
1707
First Financial Corp
Indiana
$12.5K – – –
FWM
1708
FSA Wealth Management
Massachusetts
$12K +$12.3K +91 New
CPBTD
1709
Central Pacific Bank - Trust Division
Hawaii
$11.7K – – –
PA
1710
Pineridge Advisors
Missouri
$11.2K – – –
HWM
1711
HighMark Wealth Management
Minnesota
$11.2K +$135 +1 +1%
VWA
1712
Valued Wealth Advisors
Utah
$11.2K -$5K -37 -30%
ABWM
1713
Alpine Bank Wealth Management
Colorado
$10.9K +$11.2K +83 New
UOTTAIMCU
1714
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$10.6K -$15.5K -115 -59%
TFIAP
1715
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Poland
$10.5K – – –
PCMC
1716
Planning Capital Management Corporation
Pennsylvania
$10.3K +$4.86K +36 +86%
KFP
1717
Keener Financial Planning
Texas
$10K – – –
RWM
1718
Raffa Wealth Management
District of Columbia
$9.73K -$5.94K -44 -37%
DF
1719
Dunhill Financial
United Kingdom
$9.3K +$6.35K +47 +196%
PA
1720
PSI Advisors
Florida
$9.07K – – –
FP
1721
Financial Perspectives
Minnesota
$8.28K – – –
CFFP
1722
Center for Financial Planning
Michigan
$7.49K – – –
CA
1723
Crewe Advisors
Utah
$7.49K +$540 +4 +8%
RTL
1724
Red Tortoise LLC
Georgia
$7.36K – – –
ACM
1725
Anfield Capital Management
California
$6.97K – – –
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