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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
WB
1851
Webster Bank
Connecticut
$77.4K -$7.4K -43 -9%
MWA
1852
Medallion Wealth Advisors
Connecticut
$76K +$516 +3 +0.7%
POIA
1853
Pin Oak Investment Advisors
Texas
$76K – – –
EWM
1854
Evolution Wealth Management
Florida
$74.3K +$19.8K +115 +35%
GGI
1855
Godsey & Gibb Inc
Virginia
$73.5K -$7.4K -43 -9%
TIM
1856
Thompson Investment Management
Wisconsin
$72.7K +$68.9K +400 +1,333%
JFGIW
1857
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$72K -$6.71K -39 -8%
APFP
1858
Action Point Financial Planning
Michigan
$72K +$74.5K +433 New
SWM
1859
Spire Wealth Management
Virginia
$70.2K -$231K -1,340 -76%
AFG
1860
Albion Financial Group
Utah
$69.1K +$53.5K +311 +317%
FHC
1861
First Horizon Corporation
Tennessee
$69K -$21K -122 -23%
CIAS
1862
CBIZ Investment Advisory Services
Ohio
$68.3K – – –
FGC
1863
Financial Gravity Companies
Texas
$67.1K +$68.3K +397 New
CFM
1864
Cornerstone Financial Management
Massachusetts
$65.9K +$38.6K +224 +135%
MCM
1865
Manchester Capital Management
Vermont
$65.4K +$7.92K +46 +13%
MFT
1866
Moisand Fitzgerald Tamayo
Florida
$65.1K – – –
SSG
1867
Summit Securities Group
New York
$63.1K +$52.8K +307 +465%
BIAS
1868
Beacon Investment Advisory Services
New Jersey
$62.5K – – –
CWM
1869
Copia Wealth Management
Oregon
$61.4K – – –
BGA
1870
Battery Global Advisors
Massachusetts
$60.5K – – –
EA
1871
Evolution Advisers
Virginia
$60K -$3.1K -18 -5%
AWM
1872
Activest Wealth Management
Florida
$59.7K -$9.29K -54 -13%
JGIA
1873
Jackson Grant Investment Advisers
Connecticut
$59.2K – – –
OA
1874
Operose Advisors
Wisconsin
$59.2K +$689 +4 +1%
PAI
1875
Pittenger & Anderson Inc
Nebraska
$57.8K – – –
73 74
75
76 77