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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1851
Spire Wealth Management
Virginia
$70.2K -$231K -1,340 -76%
AFG
1852
Albion Financial Group
Utah
$69.1K +$53.5K +311 +317%
FHC
1853
First Horizon Corporation
Tennessee
$69K -$21K -122 -23%
CIAS
1854
CBIZ Investment Advisory Services
Ohio
$68.3K – – –
FGC
1855
Financial Gravity Companies
Texas
$67.1K +$68.3K +397 New
CFM
1856
Cornerstone Financial Management
Massachusetts
$65.9K +$38.6K +224 +135%
MCM
1857
Manchester Capital Management
Vermont
$65.4K +$7.92K +46 +13%
MFT
1858
Moisand Fitzgerald Tamayo
Florida
$65.1K – – –
SSG
1859
Summit Securities Group
New York
$63.1K +$52.8K +307 +465%
BIAS
1860
Beacon Investment Advisory Services
New Jersey
$62.5K – – –
CWM
1861
Copia Wealth Management
Oregon
$61.4K – – –
BGA
1862
Battery Global Advisors
Massachusetts
$60.5K – – –
EA
1863
Evolution Advisers
Virginia
$60K -$3.1K -18 -5%
AWM
1864
Activest Wealth Management
Florida
$59.7K -$9.29K -54 -13%
JGIA
1865
Jackson Grant Investment Advisers
Connecticut
$59.2K – – –
OA
1866
Operose Advisors
Wisconsin
$59.2K +$689 +4 +1%
PAI
1867
Pittenger & Anderson Inc
Nebraska
$57.8K – – –
TC
1868
Truvestments Capital
Florida
$57.5K +$29.1K +169 +99%
NECFA
1869
New England Capital Financial Advisors
Connecticut
$55.9K +$344 +2 +0.6%
DWS
1870
Dynamic Wealth Strategies
California
$55.8K – – –
FC
1871
Financial Consulate
Maryland
$55.6K +$2.75K +16 +5%
BFPW
1872
BOK Financial Private Wealth
Colorado
$55.4K +$7.57K +44 +15%
EI
1873
EFG International
$54.9K – – –
C
1874
Covestor
United Kingdom
$54K +$28.4K +165 +107%
BIA
1875
Bell Investment Advisors
California
$53.1K +$17K +99 +46%
73 74
75
76 77