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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
1851
Key Financial Inc
Pennsylvania
$116K +$18.3K +117 +23%
PWMG
1852
Prestige Wealth Management Group
New Jersey
$115K +$43.1K +275 +77%
DF
1853
DecisionPoint Financial
Arizona
$114K – – –
KB
1854
Kimelman & Baird
New York
$114K – – –
SMBT
1855
Southern Michigan Bank & Trust
Michigan
$114K +$97.9K +625 New
MSG
1856
Main Street Group
Virginia
$112K +$96.5K +616 New
BCM
1857
Basso Capital Management
Connecticut
$111K – – –
HIMS
1858
Hager Investment Management Services
New Hampshire
$110K – – –
GWS
1859
Greykasell Wealth Strategies
California
$107K +$12.8K +82 +16%
TPWA
1860
Twin Peaks Wealth Advisors
California
$106K +$90.9K +580 New
NL
1861
NorthAvenue LLC
Ohio
$105K -$470 -3 -0.5%
JWA
1862
JFS Wealth Advisors
Pennsylvania
$103K -$3.6K -23 -4%
CSB
1863
City State Bank
Iowa
$102K -$57.7K -368 -40%
MMCM
1864
Murphy & Mullick Capital Management
New York
$101K -$7.21K -46 -8%
MO
1865
McMillan Office
Michigan
$101K – – –
MSFP
1866
Mark Sheptoff Financial Planning
Connecticut
$99.1K -$64.2K -410 -43%
CFSG
1867
Community Financial Services Group
Vermont
$98.9K +$88.2K +563 New
GTAM
1868
Global Trust Asset Management
Florida
$98.6K – – –
FRA
1869
Front Row Advisors
California
$97.5K – – –
HAP
1870
Harbor Asset Planning
Massachusetts
$97.2K – – –
SVWA
1871
Sarver Vrooman Wealth Advisors
Missouri
$97.1K – – –
JWM
1872
JPL Wealth Management
Colorado
$96.7K +$83.2K +531 New
SGK
1873
Steigerwald Gordon & Koch
Virginia
$96.7K -$25.9K -165 -24%
FHC
1874
First Horizon Corporation
Tennessee
$96.6K -$8.78K -56 -10%
B
1875
Bayban
Minnesota
$95.8K +$12.4K +79 +18%
73 74
75
76 77