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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
1726
Keener Financial Planning
Texas
$11K -$11.4K -77 -48%
SWC
1727
Spectrum Wealth Counsel
Indiana
$10.6K – – –
TCA
1728
Trifecta Capital Advisors
Illinois
$10K +$10.5K +71 New
PA
1729
PSI Advisors
Florida
$9.74K -$3.7K -25 -27%
CTB
1730
Country Trust Bank
Illinois
$9.46K – – –
FW
1731
Fairway Wealth
Ohio
$9.46K +$9.92K +67 New
BWL
1732
Bogart Wealth LLC
Virginia
$9.18K – – –
TWP
1733
Triad Wealth Partners
Kansas
$9.18K +$9.62K +65 New
FP
1734
Financial Perspectives
Minnesota
$8.89K – – –
HWP
1735
Highline Wealth Partners
California
$8.75K +$4.74K +32 +107%
AEPWM
1736
Atlantic Edge Private Wealth Management
Florida
$8.47K – – –
ETS
1737
ESL Trust Services
New York
$8.47K +$8.88K +60 New
CFFP
1738
Center for Financial Planning
Michigan
$8.05K – – –
RTL
1739
Red Tortoise LLC
Georgia
$7.91K – – –
CYG
1740
Clean Yield Group
Vermont
$7.76K – – –
CA
1741
Crewe Advisors
Utah
$7.48K -$14.7K -99 -65%
ACM
1742
Anfield Capital Management
California
$7.48K +$7.84K +53 New
FFL
1743
Financial Freedom LLC
Ohio
$7.06K – – –
BCPWM
1744
Bradley & Co Private Wealth Management
Florida
$6.21K – – –
HGA
1745
Hobbs Group Advisors
South Carolina
$6.21K +$6.51K +44 New
RDIA
1746
RE Dickinson Investment Advisors
Iowa
$6.07K – – –
MCA
1747
Maryland Capital Advisors
Maryland
$5.93K – – –
PCMC
1748
Planning Capital Management Corporation
Pennsylvania
$5.93K – – –
CMA
1749
Cedar Mountain Advisors
Oregon
$5.93K – – –
PCM
1750
Penserra Capital Management
California
$5K -$319K -2,158 -98%
68 69
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71 72