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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
IHWM
1726
Iron Horse Wealth Management
Iowa
$10.1K +$7.64K +62 +310%
KFP
1727
Keener Financial Planning
Texas
$10K – – –
S
1728
Sachetta
Massachusetts
$9.76K +$616 +5 +7%
NC
1729
North Capital
Utah
$9.63K +$9.61K +78 New
HFS
1730
Hopwood Financial Services
Virginia
$9.26K +$3.08K +25 +50%
RWM
1731
Raffa Wealth Management
District of Columbia
$9.14K – – –
NFSG
1732
Newbridge Financial Services Group
Florida
$8.52K -$25.3K -205 -75%
PA
1733
PSI Advisors
Florida
$8.52K – – –
PSFG
1734
Park Square Financial Group
Georgia
$8.4K +$5.55K +45 +196%
NEWAS
1735
N.E.W. Advisory Services
Wisconsin
$8.27K +$8.26K +67 New
LC
1736
Lavaca Capital
Texas
$8.15K -$14.5K -118 -64%
AWM
1737
Abound Wealth Management
Tennessee
$8.05K -$1.97K -16 -20%
FP
1738
Financial Perspectives
Minnesota
$7.78K – – –
MAFA
1739
MJT & Associates Financial Advisory
Minnesota
$7.66K +$7.64K +62 New
ZRP
1740
Zynergy Retirement Planning
New Jersey
$7.52K +$8.13K +66 New
1IA
1741
1620 Investment Advisors
Massachusetts
$7.3K +$4.56K +37 +411%
CJH
1742
Christopher J. Hasenberg
Wisconsin
$7.09K +$863 +7 +14%
CFFP
1743
Center for Financial Planning
Michigan
$7.04K – – –
PWA
1744
Principia Wealth Advisory
Texas
$7.01K +$616 +5 +8%
HIW
1745
Holos Integrated Wealth
Pennsylvania
$6.67K -$4.44K -36 -40%
ACM
1746
Anfield Capital Management
California
$6.54K – – –
NWMP
1747
Noble Wealth Management PBC
Colorado
$6.3K – – –
AWM
1748
Accredited Wealth Management
Kentucky
$6.17K – – –
FFL
1749
Financial Freedom LLC
Ohio
$6.17K – – –
RTL
1750
Red Tortoise LLC
Georgia
$6.05K -$863 -7 -13%
68 69
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71 72