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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1801
Pineridge Advisors
Missouri
$3.53K -$1.15K -9 -26%
FWM
1802
FSA Wealth Management
Massachusetts
$3.44K – – –
BHWM
1803
Bay Harbor Wealth Management
Maryland
$3.4K +$641 +5 +25%
VWA
1804
Valued Wealth Advisors
Utah
$3.29K – – –
W
1805
WealthCollab
Washington
$3.27K – – –
KG
1806
Kilter Group
New York
$2.86K +$641 +5 +31%
EWP
1807
Elevation Wealth Partners
California
$2.86K +$2.69K +21 New
AAG
1808
Accordant Advisory Group
Maryland
$2.72K +$2.56K +20 New
SC
1809
Swan Capital
Florida
$2.45K -$2.43K -19 -51%
DAM
1810
Delta Asset Management
Tennessee
$2.31K – – –
NSG
1811
Nalls Sherbakoff Group
Tennessee
$2.31K – – –
DF
1812
Dunhill Financial
United Kingdom
$2.19K – – –
CAC
1813
Core Alternative Capital
Georgia
$2.18K -$6.41K -50 -76%
DFA
1814
DHJJ Financial Advisors
Illinois
$1.91K +$1.79K +14 New
HHGA
1815
Halbert Hargrove Global Advisors
California
$1.91K +$1.79K +14 New
EPW
1816
Evergreen Private Wealth
Colorado
$1.77K -$1.41K -11 -46%
HIA
1817
HFM Investment Advisors
New Jersey
$1.77K – – –
CJ
1818
Caitlin John
Michigan
$1.77K +$1.67K +13 New
AP
1819
Aspect Partners
Virginia
$1.36K – – –
CIAS
1820
CBIZ Investment Advisory Services
Ohio
$1.22K -$40.5K -316 -97%
PS
1821
PayPay Securities
Japan
$1.12K -$384 -3 -27%
AT
1822
Avalon Trust
New Mexico
$1.09K +$1.02K +8 New
IWM
1823
IMG Wealth Management
Florida
$1.09K +$1.02K +8 New
AF
1824
Alerus Financial
North Dakota
$680 -$26.5K -207 -98%
IAS
1825
IMA Advisory Services
Colorado
$680 – – –
71 72
73
74 75