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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1726
Crewe Advisors
Utah
$7.49K +$540 +4 +8%
RTL
1727
Red Tortoise LLC
Georgia
$7.36K – – –
ACM
1728
Anfield Capital Management
California
$6.97K – – –
CJH
1729
Christopher J. Hasenberg
Wisconsin
$6.62K +$6.75K +50 New
FFL
1730
Financial Freedom LLC
Ohio
$6.57K – – –
CPA
1731
Capital Performance Advisors
California
$6.37K +$6.48K +48 New
HGA
1732
Hobbs Group Advisors
South Carolina
$5.78K – – –
RDIA
1733
RE Dickinson Investment Advisors
Iowa
$5.65K – – –
CMA
1734
Cedar Mountain Advisors
Oregon
$5.52K – – –
MCA
1735
Maryland Capital Advisors
Maryland
$5.52K – – –
HWP
1736
Highline Wealth Partners
California
$4.36K -$3.92K -29 -47%
T
1737
Tidemark
California
$4.08K – – –
CFG
1738
Copley Financial Group
California
$4.08K +$4.19K +31 New
HCM
1739
Horrell Capital Management
Arkansas
$4K – – –
PCM
1740
Penserra Capital Management
California
$4K – – –
PCWA
1741
Pacific Capital Wealth Advisors
California
$3.94K -$12.4K -92 -75%
CTC
1742
Cetera Trust Company
Minnesota
$3.94K – – –
TIM
1743
Thompson Investment Management
Wisconsin
$3.94K – – –
CFS
1744
CGC Financial Services
Oregon
$3.68K – – –
OLVIG
1745
Oliver Lagore Vanvalin Investment Group
Michigan
$3.42K – – –
TCPG
1746
Trivant Custom Portfolio Group
California
$3.29K – – –
DAM
1747
Delta Asset Management
Tennessee
$3.29K – – –
W
1748
WealthCollab
Washington
$3.15K – – –
FCG
1749
Financial Connections Group
California
$3K – – –
MIM
1750
Macroview Investment Management
Maryland
$2.76K – – –
68 69
70
71 72