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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
TAS
1726
TIFF Advisory Services
Pennsylvania
$15.2K +$13.6K +114 New
GAMC
1727
Garner Asset Management Corp
Texas
$14.9K +$12.2K +102 New
FCT
1728
First Community Trust
Iowa
$14.8K – – –
LFA
1729
LGT Financial Advisors
Texas
$13.8K – – –
LFA
1730
Level Financial Advisors
New York
$13.4K – – –
VAMG
1731
Voisard Asset Management Group
Michigan
$13.3K +$12K +100 New
BC
1732
Barrett & Company
Rhode Island
$13.2K – – –
RWM
1733
Raffa Wealth Management
District of Columbia
$12.8K – – –
ETC
1734
Exchange Traded Concepts
Oklahoma
$12.6K -$195K -1,632 -94%
RWM
1735
Ruedi Wealth Management
Illinois
$12.5K +$5.26K +44 +88%
AWM
1736
Abound Wealth Management
Tennessee
$12.3K -$956 -8 -8%
CYG
1737
Clean Yield Group
Vermont
$11.1K +$3.35K +28 +51%
SWC
1738
Spectrum Wealth Counsel
Indiana
$9.99K +$8.96K +75 New
HWM
1739
HighMark Wealth Management
Minnesota
$9.63K – – –
S
1740
Sachetta
Massachusetts
$9.32K +$8.37K +70 New
BWL
1741
Bogart Wealth LLC
Virginia
$8.65K – – –
FP
1742
Financial Perspectives
Minnesota
$8.39K – – –
AEPWM
1743
Atlantic Edge Private Wealth Management
Florida
$7.99K +$7.17K +60 New
RTL
1744
Red Tortoise LLC
Georgia
$7.46K +$6.69K +56 New
FFL
1745
Financial Freedom LLC
Ohio
$6.66K – – –
MCA
1746
Maryland Capital Advisors
Maryland
$6.13K – – –
VWA
1747
Valued Wealth Advisors
Utah
$6.01K +$5.98K +50 New
RDIA
1748
RE Dickinson Investment Advisors
Iowa
$6K – – –
W
1749
WealthCollab
Washington
$5.86K +$5.26K +44 New
BCPWM
1750
Bradley & Co Private Wealth Management
Florida
$5.86K – – –
68 69
70
71 72