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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
LP
1701
LMR Partners
United Kingdom
$14.8K -$992K -8,052 -99%
FW
1702
Fairway Wealth
Ohio
$14.6K – – –
TTIC
1703
Tower Trust & Investment Company
Iowa
$14.4K +$17K +138 New
RCM
1704
Richardson Capital Management
Wisconsin
$14.2K – – –
MCA
1705
Midwest Capital Advisors
Michigan
$14.1K – – –
FCT
1706
First Community Trust
Iowa
$13.7K – – –
RF
1707
Roxbury Financial
New Jersey
$13.6K +$246 +2 +2%
LFA
1708
LGT Financial Advisors
Texas
$13.3K +$123 +1 +0.9%
WA
1709
WPG Advisers
Maryland
$13.2K +$7.15K +58 +118%
SO
1710
Sierra Ocean
California
$13.2K – – –
HWP
1711
Highline Wealth Partners
California
$13.2K +$9.49K +77 +257%
VFM
1712
Vision Financial Markets
Connecticut
$13.1K +$13.1K +106 New
BL
1713
BFSG LLC
California
$12.7K – – –
VWA
1714
Valued Wealth Advisors
Utah
$12.5K -$123 -1 -1%
CCMI
1715
Creative Capital Management Investments
California
$12.3K -$2.1K -17 -15%
BC
1716
Barrett & Company
Rhode Island
$12.3K – – –
BCM
1717
Blume Capital Management
California
$12.2K +$12.2K +99 New
AWM
1718
Activest Wealth Management
Florida
$12.1K +$12.1K +98 New
OA
1719
Operose Advisors
Wisconsin
$11.9K – – –
HNW
1720
High Note Wealth
Minnesota
$11.9K +$123 +1 +1%
MAM
1721
Morse Asset Management
Connecticut
$11.4K +$11.3K +92 New
MAS
1722
MPWM Advisory Solutions
Georgia
$10.8K – – –
HWM
1723
HighMark Wealth Management
Minnesota
$10.7K – – –
WCM
1724
Westend Capital Management
California
$10.6K -$2.46K -20 -19%
IWP
1725
IAG Wealth Partners
Wisconsin
$10.5K – – –
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