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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
BTD
1751
BankPlus Trust Department
Mississippi
$2.96K +$3.31K +26 New
DRP
1752
Decker Retirement Planning
Utah
$2.96K +$3.31K +26 New
FWM
1753
FSA Wealth Management
Massachusetts
$2.88K -$8.4K -66 -73%
TCPG
1754
Trivant Custom Portfolio Group
California
$2.85K – – –
DAM
1755
Delta Asset Management
Tennessee
$2.85K – – –
SAS
1756
Spurstone Advisory Services
Connecticut
$2.85K +$3.18K +25 New
W
1757
WealthCollab
Washington
$2.73K – – –
TWD
1758
True Wealth Design
Ohio
$2.69K +$636 +5 +26%
PSFG
1759
Park Square Financial Group
Georgia
$2.62K +$2.93K +23 New
PS
1760
PayPay Securities
Japan
$2.62K +$2.93K +23 New
CAIM
1761
Catherine Avery Investment Management
Florida
$2.39K +$2.67K +21 New
IHWM
1762
Iron Horse Wealth Management
Iowa
$2.28K – – –
AF
1763
Atala Financial
California
$2.28K +$2.54K +20 New
CTB
1764
Country Trust Bank
Illinois
$2.17K – – –
OAJ
1765
Ogorek Anthony Joseph
New York
$2K – – –
WCM
1766
WealthTrak Capital Management
Virginia
$1.82K +$2.04K +16 New
CJ
1767
Caitlin John
Michigan
$1.59K – – –
RI
1768
Ridgewood Investments
New Jersey
$1.59K – – –
AFS
1769
Anderson Financial Strategies
Ohio
$1.59K +$1.78K +14 New
AP
1770
Aspect Partners
Virginia
$1.14K – – –
FNWA
1771
Financial Network Wealth Advisors
Utah
$1.02K -$34.5K -271 -97%
1IA
1772
1620 Investment Advisors
Massachusetts
$1.01K – – –
SWM
1773
Sugarloaf Wealth Management
Georgia
$911 – – –
SC
1774
Stance Capital
Massachusetts
$798 +$890 +7 New
TAM
1775
Tucker Asset Management
Colorado
$570 – – –
69 70
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72 73