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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1701
Whipplewood Advisors
Colorado
$38.7K – – –
SA
1702
SRH Advisors
Kansas
$38.6K – – –
LAMC
1703
Longview Asset Management (California)
California
$36.9K – – –
TC
1704
Tacita Capital
Ontario, Canada
$36.9K -$18K -134 -32%
CBT
1705
Crews Bank & Trust
Florida
$36.8K – – –
BFPW
1706
BOK Financial Private Wealth
Colorado
$36.6K +$38.2K +284 New
MBFW
1707
Morton Brown Family Wealth
Pennsylvania
$36.4K +$10.1K +75 +36%
WW
1708
Winnow Wealth
Texas
$36.3K +$2.29K +17 +6%
CFS
1709
Compass Financial Services
Iowa
$35.8K +$269 +2 +0.7%
TFGT
1710
TS Financial Group (TSFG)
Illinois
$35K +$135 +1 +0.4%
DCM
1711
Dorato Capital Management
Colorado
$34.6K +$33K +245 New
SFAM
1712
Sawyer Falduto Asset Management
Illinois
$34.5K +$35.9K +267 New
AI
1713
AXS Investments
New York
$33.8K -$7.81K -58 -18%
CB
1714
CNB Bank
Pennsylvania
$33.2K – – –
GK
1715
Graney & King
New York
$32.8K +$269 +2 +0.8%
WWA
1716
Wealth Watch Advisors
Colorado
$32.6K -$1.35K -10 -4%
CNBT
1717
Cornerstone National Bank & Trust
Illinois
$32.3K – – –
RL
1718
Rogco LP
Oklahoma
$32.3K – – –
SRCM
1719
Signature Resources Capital Management
California
$32.3K – – –
GWP
1720
Gen-Wealth Partners
Michigan
$31.9K – – –
PCFFS
1721
Pacific Center for Financial Services
California
$31.7K – – –
SWIM
1722
Smallwood Wealth Investment Management
New Jersey
$31.5K +$269 +2 +0.8%
EWM
1723
Evolution Wealth Management
Florida
$29K +$2.02K +15 +7%
SC
1724
Stephens Consulting
Michigan
$28.8K +$12.1K +90 +68%
BIA
1725
Bell Investment Advisors
California
$28.1K +$9.02K +67 +44%
67 68
69
70 71