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Phillips 66
PSX

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