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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1751
Horrell Capital Management
Arkansas
$5K – – –
SWP
1752
SIMA Wealth Partners
Virginia
$4.38K +$4.59K +31 New
T
1753
Tidemark
California
$4.38K – – –
HH
1754
HWG Holdings
Texas
$4.38K +$4.59K +31 New
CTC
1755
Cetera Trust Company
Minnesota
$4.24K – – –
TIM
1756
Thompson Investment Management
Wisconsin
$4.24K +$4.44K +30 New
FCG
1757
Financial Connections Group
California
$4K +$4.44K +30 New
CFS
1758
CGC Financial Services
Oregon
$3.95K – – –
OLVIG
1759
Oliver Lagore Vanvalin Investment Group
Michigan
$3.67K – – –
TCPG
1760
Trivant Custom Portfolio Group
California
$3.53K – – –
DAM
1761
Delta Asset Management
Tennessee
$3.53K – – –
UWS
1762
Unique Wealth Strategies
Illinois
$3.43K +$3.11K +21 New
W
1763
WealthCollab
Washington
$3.39K – – –
DF
1764
Dunhill Financial
United Kingdom
$3.36K +$1.33K +9 +60%
MIM
1765
Macroview Investment Management
Maryland
$2.96K – – –
IHWM
1766
Iron Horse Wealth Management
Iowa
$2.83K – – –
CP
1767
Castleview Partners
Texas
$2.82K – – –
RS
1768
Rakuten Securities
Japan
$2.82K +$2.37K +16 +400%
WCM
1769
Westend Capital Management
California
$2.82K +$296 +2 +11%
TWD
1770
True Wealth Design
Ohio
$2.68K +$148 +1 +6%
HWA
1771
Heritage Wealth Advisors
Virginia
$2.26K – – –
SHIM
1772
Stone House Investment Management
Pennsylvania
$2.19K – – –
DEM
1773
Disciplined Equity Management
Florida
$2.12K +$2.22K +15 New
RI
1774
Ridgewood Investments
New Jersey
$2.01K +$2.07K +14 New
AP
1775
Aspect Partners
Virginia
$1.41K – – –
69 70
71
72 73