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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
TTIC
1701
Tower Trust & Investment Company
Iowa
$14.4K +$17K +138 New
RCM
1702
Richardson Capital Management
Wisconsin
$14.2K – – –
MCA
1703
Midwest Capital Advisors
Michigan
$14.1K – – –
FCT
1704
First Community Trust
Iowa
$13.7K – – –
RF
1705
Roxbury Financial
New Jersey
$13.6K +$246 +2 +2%
LFA
1706
LGT Financial Advisors
Texas
$13.3K +$123 +1 +0.9%
WA
1707
WPG Advisers
Maryland
$13.2K +$7.15K +58 +118%
SO
1708
Sierra Ocean
California
$13.2K – – –
HWP
1709
Highline Wealth Partners
California
$13.2K +$9.49K +77 +257%
VFM
1710
Vision Financial Markets
Connecticut
$13.1K +$13.1K +106 New
BL
1711
BFSG LLC
California
$12.7K – – –
VWA
1712
Valued Wealth Advisors
Utah
$12.5K -$123 -1 -1%
CCMI
1713
Creative Capital Management Investments
California
$12.3K -$2.1K -17 -15%
BC
1714
Barrett & Company
Rhode Island
$12.3K – – –
BCM
1715
Blume Capital Management
California
$12.2K +$12.2K +99 New
AWM
1716
Activest Wealth Management
Florida
$12.1K +$12.1K +98 New
OA
1717
Operose Advisors
Wisconsin
$11.9K – – –
HNW
1718
High Note Wealth
Minnesota
$11.9K +$123 +1 +1%
MAM
1719
Morse Asset Management
Connecticut
$11.4K +$11.3K +92 New
MAS
1720
MPWM Advisory Solutions
Georgia
$10.8K – – –
HWM
1721
HighMark Wealth Management
Minnesota
$10.7K – – –
WCM
1722
Westend Capital Management
California
$10.6K -$2.46K -20 -19%
IWP
1723
IAG Wealth Partners
Wisconsin
$10.5K – – –
DF
1724
Dunhill Financial
United Kingdom
$10.5K +$1.48K +12 +16%
ABWM
1725
Alpine Bank Wealth Management
Colorado
$10.2K +$10.2K +83 New
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