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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
1701
Capstone Financial Advisors
Illinois
$223K +$192K +1,223 New
LI
1702
LifeWealth Investments
Florida
$223K +$191K +1,222 New
AIA
1703
AssuredPartners Investment Advisors
Florida
$222K +$197K +1,255 New
PWP
1704
Perfromance Wealth Partners
Illinois
$222K +$191K +1,221 New
SPC
1705
Spirepoint Private Client
Florida
$222K +$191K +1,221 New
CA
1706
Carson Advisory
Georgia
$222K +$191K +1,219 New
CWMK
1707
Caliber Wealth Management (Kansas)
Kansas
$222K +$191K +1,219 New
SDIC
1708
South Dakota Investment Council
South Dakota
$222K – – –
FWTB
1709
First Western Trust Bank
Colorado
$222K +$191K +1,218 New
SC
1710
Sapient Capital
Indiana
$221K -$353K -2,255 -65%
TCOK
1711
Trust Company of Kansas
Kansas
$221K +$190K +1,214 New
CWP
1712
Curated Wealth Partners
California
$220K +$189K +1,209 New
PCM
1713
Pointe Capital Management
Michigan
$220K +$189K +1,209 New
HWMG
1714
Hurlow Wealth Management Group
Indiana
$220K +$189K +1,207 New
GI
1715
Gradient Investments
Minnesota
$220K +$189K +1,207 New
SIA
1716
Schear Investment Advisers
Ohio
$219K +$189K +1,204 New
LWM
1717
Lodestone Wealth Management
Washington
$219K +$1.41K +9 +0.8%
PWAM
1718
Private Wealth Asset Management
Iowa
$218K +$29.8K +190 +19%
CRIG
1719
Charter Research & Investment Group
Connecticut
$218K +$188K +1,198 New
KCPG
1720
Kavar Capital Partners Group
Kansas
$218K +$188K +1,198 New
SDH
1721
Sloy Dahl & Holst
Washington
$218K +$188K +1,197 New
AIC
1722
Argus Investors Counsel
New York
$218K +$187K +1,196 New
IIL
1723
Income Insurance Ltd
$218K +$187K +1,195 New
EW
1724
Expressive Wealth
Illinois
$217K +$198K +1,264 New
NRC
1725
New Republic Capital
North Carolina
$217K -$68.8K -439 -27%
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