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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1826
Marquette Asset Management
Minnesota
$13.7K +$12.1K +84 New
TFIAP
1827
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Poland
$13.1K +$11.5K +80 New
SWC
1828
Spectrum Wealth Counsel
Indiana
$12.3K – – –
RWM
1829
Raffa Wealth Management
District of Columbia
$12.1K -$3.17K -22 -23%
HWM
1830
HighMark Wealth Management
Minnesota
$11.9K +$144 +1 +1%
CTB
1831
Country Trust Bank
Illinois
$10.9K +$6.92K +48 +253%
BWL
1832
Bogart Wealth LLC
Virginia
$10.6K – – –
AP
1833
Atwood & Palmer
Missouri
$10.5K +$9.08K +63 +6,300%
FP
1834
Financial Perspectives
Minnesota
$10.3K – – –
AEPWM
1835
Atlantic Edge Private Wealth Management
Florida
$9.8K – – –
S
1836
Sachetta
Massachusetts
$9.32K – – –
CFFP
1837
Center for Financial Planning
Michigan
$9.31K +$7.21K +50 +714%
RTL
1838
Red Tortoise LLC
Georgia
$9.15K – – –
FSWA
1839
Financial Synergies Wealth Advisors
Texas
$8.98K -$46.5K -323 -85%
CYG
1840
Clean Yield Group
Vermont
$8.98K -$4.04K -28 -34%
FFL
1841
Financial Freedom LLC
Ohio
$8.17K – – –
PCWA
1842
Pacific Capital Wealth Advisors
California
$7.68K +$2.45K +17 +57%
BCPWM
1843
Bradley & Co Private Wealth Management
Florida
$7.19K – – –
RDIA
1844
RE Dickinson Investment Advisors
Iowa
$7K – – –
MCA
1845
Maryland Capital Advisors
Maryland
$6.86K -$576 -4 -9%
PCMC
1846
Planning Capital Management Corporation
Pennsylvania
$6.86K +$1.3K +9 +27%
CMA
1847
Cedar Mountain Advisors
Oregon
$6.86K – – –
HCM
1848
Horrell Capital Management
Arkansas
$6K – – –
DPW
1849
DiNuzzo Private Wealth
Pennsylvania
$5.72K +$144 +1 +3%
CQS
1850
Credential Qtrade Securities
$5.23K – – –
72 73
74
75 76