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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
WJA
1701
Willis Johnson & Associates
Texas
$224K +$192K +1,228 New
VNA
1702
Valley National Advisers
Pennsylvania
$223K -$3.13K -20 -2%
AWM
1703
Ariadne Wealth Management
California
$223K +$192K +1,224 New
CFA
1704
Capstone Financial Advisors
Illinois
$223K +$192K +1,223 New
LI
1705
LifeWealth Investments
Florida
$223K +$191K +1,222 New
AIA
1706
AssuredPartners Investment Advisors
Florida
$222K +$197K +1,255 New
PWP
1707
Perfromance Wealth Partners
Illinois
$222K +$191K +1,221 New
SPC
1708
Spirepoint Private Client
Florida
$222K +$191K +1,221 New
CA
1709
Carson Advisory
Georgia
$222K +$191K +1,219 New
CWMK
1710
Caliber Wealth Management (Kansas)
Kansas
$222K +$191K +1,219 New
SDIC
1711
South Dakota Investment Council
South Dakota
$222K – – –
FWTB
1712
First Western Trust Bank
Colorado
$222K +$191K +1,218 New
SC
1713
Sapient Capital
Indiana
$221K -$353K -2,255 -65%
TCOK
1714
Trust Company of Kansas
Kansas
$221K +$190K +1,214 New
CWP
1715
Curated Wealth Partners
California
$220K +$189K +1,209 New
PCM
1716
Pointe Capital Management
Michigan
$220K +$189K +1,209 New
HWMG
1717
Hurlow Wealth Management Group
Indiana
$220K +$189K +1,207 New
GI
1718
Gradient Investments
Minnesota
$220K +$189K +1,207 New
SIA
1719
Schear Investment Advisers
Ohio
$219K +$189K +1,204 New
LWM
1720
Lodestone Wealth Management
Washington
$219K +$1.41K +9 +0.8%
PWAM
1721
Private Wealth Asset Management
Iowa
$218K +$29.8K +190 +19%
CRIG
1722
Charter Research & Investment Group
Connecticut
$218K +$188K +1,198 New
KCPG
1723
Kavar Capital Partners Group
Kansas
$218K +$188K +1,198 New
SDH
1724
Sloy Dahl & Holst
Washington
$218K +$188K +1,197 New
AIC
1725
Argus Investors Counsel
New York
$218K +$187K +1,196 New
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