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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
1801
Toth Financial Advisory
Virginia
$115K -$172 -1 -0.1%
EC
1802
Elequin Capital
New York
$115K +$95K +552 +428%
EWM
1803
Evermay Wealth Management
Virginia
$113K +$29.3K +170 +34%
CT
1804
Clearstead Trust
Maine
$112K – – –
DF
1805
DecisionPoint Financial
Arizona
$110K +$861 +5 +0.8%
SEP
1806
Signature Equity Partners
Ohio
$107K -$4.48K -26 -4%
KB
1807
Kimelman & Baird
New York
$106K – – –
SMBT
1808
Southern Michigan Bank & Trust
Michigan
$106K – – –
MSG
1809
Main Street Group
Virginia
$104K – – –
KFI
1810
Key Financial Inc
Pennsylvania
$104K -$3.27K -19 -3%
UCB
1811
United Community Bank
South Carolina
$101K -$67.7K -393 -40%
HIMS
1812
Hager Investment Management Services
New Hampshire
$99.9K -$2.41K -14 -2%
GWS
1813
Greykasell Wealth Strategies
California
$99.3K – – –
CFSG
1814
Community Financial Services Group
Vermont
$98.2K – – –
B
1815
Bayban
Minnesota
$97.4K +$8.61K +50 +10%
NL
1816
NorthAvenue LLC
Ohio
$97.2K – – –
JWA
1817
JFS Wealth Advisors
Pennsylvania
$96.7K +$1.55K +9 +2%
WPA
1818
West Paces Advisors
Georgia
$95.3K +$97.1K +564 New
SVWA
1819
Sarver Vrooman Wealth Advisors
Missouri
$95K – – –
CSB
1820
City State Bank
Iowa
$94.8K – – –
MMCM
1821
Murphy & Mullick Capital Management
New York
$94.2K – – –
MO
1822
McMillan Office
Michigan
$93.3K – – –
MSFP
1823
Mark Sheptoff Financial Planning
Connecticut
$93K – – –
HAP
1824
Harbor Asset Planning
Massachusetts
$90.2K – – –
JWM
1825
JPL Wealth Management
Colorado
$90.1K +$344 +2 +0.4%
71 72
73
74 75