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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
1801
Valued Wealth Advisors
Utah
$3.29K – – –
W
1802
WealthCollab
Washington
$3.27K – – –
KG
1803
Kilter Group
New York
$2.86K +$641 +5 +31%
EWP
1804
Elevation Wealth Partners
California
$2.86K +$2.69K +21 New
AAG
1805
Accordant Advisory Group
Maryland
$2.72K +$2.56K +20 New
SC
1806
Swan Capital
Florida
$2.45K -$2.43K -19 -51%
DAM
1807
Delta Asset Management
Tennessee
$2.31K – – –
NSG
1808
Nalls Sherbakoff Group
Tennessee
$2.31K – – –
DF
1809
Dunhill Financial
United Kingdom
$2.19K – – –
CAC
1810
Core Alternative Capital
Georgia
$2.18K -$6.41K -50 -76%
DFA
1811
DHJJ Financial Advisors
Illinois
$1.91K +$1.79K +14 New
HHGA
1812
Halbert Hargrove Global Advisors
California
$1.91K +$1.79K +14 New
EPW
1813
Evergreen Private Wealth
Colorado
$1.77K -$1.41K -11 -46%
HIA
1814
HFM Investment Advisors
New Jersey
$1.77K – – –
CJ
1815
Caitlin John
Michigan
$1.77K +$1.67K +13 New
AP
1816
Aspect Partners
Virginia
$1.36K – – –
CIAS
1817
CBIZ Investment Advisory Services
Ohio
$1.22K -$40.5K -316 -97%
PS
1818
PayPay Securities
Japan
$1.12K -$384 -3 -27%
AT
1819
Avalon Trust
New Mexico
$1.09K +$1.02K +8 New
IWM
1820
IMG Wealth Management
Florida
$1.09K +$1.02K +8 New
AF
1821
Alerus Financial
North Dakota
$680 -$26.5K -207 -98%
IAS
1822
IMA Advisory Services
Colorado
$680 – – –
TCB
1823
Texas Capital Bancshares
Texas
$680 +$641 +5 New
HFS
1824
Hughes Financial Services
Virginia
$555 +$512 +4 New
BIM
1825
Breakwater Investment Management
Washington
$545 +$512 +4 New
71 72
73
74 75