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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1826
Crewe Advisors
Utah
$8K – – –
AEPWM
1827
Atlantic Edge Private Wealth Management
Florida
$7.74K -$21.4K -159 -73%
CFFP
1828
Center for Financial Planning
Michigan
$7.36K – – –
BFS
1829
Bare Financial Services
Pennsylvania
$7.36K +$1.61K +12 +27%
ACM
1830
Accent Capital Management
Ohio
$7.36K – – –
RWM
1831
RMG Wealth Management
Wisconsin
$7.25K – – –
WAG
1832
Wilkerson Advisory Group
Missouri
$7.23K +$7.54K +56 New
OSNBOA
1833
Old Second National Bank of Aurora
Illinois
$7.1K +$7.4K +55 New
EF
1834
Entrust Financial
Pennsylvania
$7.06K +$7.4K +55 New
MAM
1835
Marquette Asset Management
Minnesota
$6.84K +$2.15K +16 +43%
ACM
1836
Anfield Capital Management
California
$6.84K – – –
PIS
1837
POM Investment Strategies
North Carolina
$6.72K +$7K +52 New
NWMP
1838
Noble Wealth Management PBC
Colorado
$6.58K – – –
PMIM
1839
Prudent Man Investment Management
Colorado
$6.45K – – –
JWM
1840
Jessup Wealth Management
Ohio
$6.45K +$6.73K +50 New
AT
1841
Arlington Trust
Alabama
$6.32K -$35.9K -267 -84%
FVIM
1842
Fort Vancouver Investment Management
Washington
$6.32K +$6.59K +49 New
PB
1843
Prosperity Bancshares
Texas
$6.32K +$6.59K +49 New
GWM
1844
Greenline Wealth Management
Florida
$6.32K +$6.59K +49 New
CMA
1845
Cedar Mountain Advisors
Oregon
$5.42K – – –
FNWA
1846
Financial Network Wealth Advisors
Utah
$5.42K – – –
MCA
1847
Maryland Capital Advisors
Maryland
$5.42K – – –
BHWM
1848
Bay Harbor Wealth Management
Maryland
$5.29K +$2.15K +16 +64%
DWM
1849
Dogwood Wealth Management
Kansas
$5.03K +$942 +7 +22%
OCM
1850
Osbon Capital Management
Massachusetts
$4.92K +$5.12K +38 New
72 73
74
75 76