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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1751
Penserra Capital Management
California
$5K -$319K -2,158 -98%
HCM
1752
Horrell Capital Management
Arkansas
$5K – – –
SWP
1753
SIMA Wealth Partners
Virginia
$4.38K +$4.59K +31 New
T
1754
Tidemark
California
$4.38K – – –
HH
1755
HWG Holdings
Texas
$4.38K +$4.59K +31 New
CTC
1756
Cetera Trust Company
Minnesota
$4.24K – – –
TIM
1757
Thompson Investment Management
Wisconsin
$4.24K +$4.44K +30 New
FCG
1758
Financial Connections Group
California
$4K +$4.44K +30 New
CFS
1759
CGC Financial Services
Oregon
$3.95K – – –
OLVIG
1760
Oliver Lagore Vanvalin Investment Group
Michigan
$3.67K – – –
TCPG
1761
Trivant Custom Portfolio Group
California
$3.53K – – –
DAM
1762
Delta Asset Management
Tennessee
$3.53K – – –
UWS
1763
Unique Wealth Strategies
Illinois
$3.43K +$3.11K +21 New
W
1764
WealthCollab
Washington
$3.39K – – –
DF
1765
Dunhill Financial
United Kingdom
$3.36K +$1.33K +9 +60%
MIM
1766
Macroview Investment Management
Maryland
$2.96K – – –
IHWM
1767
Iron Horse Wealth Management
Iowa
$2.83K – – –
CP
1768
Castleview Partners
Texas
$2.82K – – –
RS
1769
Rakuten Securities
Japan
$2.82K +$2.37K +16 +400%
WCM
1770
Westend Capital Management
California
$2.82K +$296 +2 +11%
TWD
1771
True Wealth Design
Ohio
$2.68K +$148 +1 +6%
HWA
1772
Heritage Wealth Advisors
Virginia
$2.26K – – –
SHIM
1773
Stone House Investment Management
Pennsylvania
$2.19K – – –
DEM
1774
Disciplined Equity Management
Florida
$2.12K +$2.22K +15 New
RI
1775
Ridgewood Investments
New Jersey
$2.01K +$2.07K +14 New
69 70
71
72 73