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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CAC
1701
Core Alternative Capital
Georgia
$7.87K -$16.8K -150 -69%
LC
1702
Lavaca Capital
Texas
$7.87K – – –
HWP
1703
Highline Wealth Partners
California
$7.84K -$4.59K -41 -38%
AWM
1704
Abound Wealth Management
Tennessee
$7.78K – – –
AWM
1705
Activest Wealth Management
Florida
$7.75K -$3.7K -33 -34%
FP
1706
Financial Perspectives
Minnesota
$7.52K – – –
MAFA
1707
MJT & Associates Financial Advisory
Minnesota
$7.4K – – –
FCG
1708
Financial Connections Group
California
$7K +$3.58K +32 +107%
CFFP
1709
Center for Financial Planning
Michigan
$6.8K – – –
HIW
1710
Holos Integrated Wealth
Pennsylvania
$6.43K – – –
RWM
1711
RMG Wealth Management
Wisconsin
$6.42K +$5.71K +51 New
ACM
1712
Anfield Capital Management
California
$6.32K – – –
CJH
1713
Christopher J. Hasenberg
Wisconsin
$5.96K -$784 -7 -12%
AWM
1714
Accredited Wealth Management
Kentucky
$5.96K – – –
FFL
1715
Financial Freedom LLC
Ohio
$5.96K – – –
MS
1716
Marshall & Sullivan
Washington
$5.96K +$5.6K +50 New
PMIM
1717
Prudent Man Investment Management
Colorado
$5.7K – – –
CA
1718
Crewe Advisors
Utah
$5.37K – – –
BFS
1719
Bare Financial Services
Pennsylvania
$5.37K +$3.58K +32 +246%
BCPWM
1720
Bradley & Co Private Wealth Management
Florida
$5.25K – – –
CMA
1721
Cedar Mountain Advisors
Oregon
$5.01K – – –
FNWA
1722
Financial Network Wealth Advisors
Utah
$5.01K – – –
MCA
1723
Maryland Capital Advisors
Maryland
$5.01K – – –
STB
1724
S&T Bank
Pennsylvania
$4.65K +$3.25K +29 +290%
SC
1725
Swan Capital
Florida
$4.41K +$4.14K +37 New
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