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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
TFIAP
1826
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Poland
$13.1K +$11.5K +80 New
SWC
1827
Spectrum Wealth Counsel
Indiana
$12.3K – – –
RWM
1828
Raffa Wealth Management
District of Columbia
$12.1K -$3.17K -22 -23%
HWM
1829
HighMark Wealth Management
Minnesota
$11.9K +$144 +1 +1%
CTB
1830
Country Trust Bank
Illinois
$10.9K +$6.92K +48 +253%
BWL
1831
Bogart Wealth LLC
Virginia
$10.6K – – –
AP
1832
Atwood & Palmer
Missouri
$10.5K +$9.08K +63 +6,300%
FP
1833
Financial Perspectives
Minnesota
$10.3K – – –
AEPWM
1834
Atlantic Edge Private Wealth Management
Florida
$9.8K – – –
S
1835
Sachetta
Massachusetts
$9.32K – – –
CFFP
1836
Center for Financial Planning
Michigan
$9.31K +$7.21K +50 +714%
RTL
1837
Red Tortoise LLC
Georgia
$9.15K – – –
FSWA
1838
Financial Synergies Wealth Advisors
Texas
$8.98K -$46.5K -323 -85%
CYG
1839
Clean Yield Group
Vermont
$8.98K -$4.04K -28 -34%
FFL
1840
Financial Freedom LLC
Ohio
$8.17K – – –
PCWA
1841
Pacific Capital Wealth Advisors
California
$7.68K +$2.45K +17 +57%
BCPWM
1842
Bradley & Co Private Wealth Management
Florida
$7.19K – – –
RDIA
1843
RE Dickinson Investment Advisors
Iowa
$7K – – –
MCA
1844
Maryland Capital Advisors
Maryland
$6.86K -$576 -4 -9%
PCMC
1845
Planning Capital Management Corporation
Pennsylvania
$6.86K +$1.3K +9 +27%
CMA
1846
Cedar Mountain Advisors
Oregon
$6.86K – – –
HCM
1847
Horrell Capital Management
Arkansas
$6K – – –
DPW
1848
DiNuzzo Private Wealth
Pennsylvania
$5.72K +$144 +1 +3%
CQS
1849
Credential Qtrade Securities
$5.23K – – –
T
1850
Tidemark
California
$5.06K – – –
72 73
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