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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1876
Meeder Asset Management
Ohio
$52.4K -$1.35M -7,866 -96%
WA
1877
Whipplewood Advisors
Colorado
$52.4K -$14.8K -86 -22%
QWM
1878
Quaker Wealth Management
New Jersey
$52.1K – – –
FFG
1879
Forum Finance Group
$51K +$63.7K +370 New
FFO
1880
Fortitude Family Office
Arizona
$50.7K -$1.38K -8 -3%
BCM
1881
Boreal Capital Management
Florida
$50.7K – – –
SA
1882
SRH Advisors
Kansas
$50.5K – – –
MBFW
1883
Morton Brown Family Wealth
Pennsylvania
$48.9K +$1.21K +7 +2%
NEWAS
1884
N.E.W. Advisory Services
Wisconsin
$48.8K +$344 +2 +0.7%
TC
1885
Tacita Capital
Ontario, Canada
$48.3K – – –
CBT
1886
Crews Bank & Trust
Florida
$48.2K – – –
OCWP
1887
Owl Creek Wealth Partners
Colorado
$47.8K +$3.44K +20 +8%
SC
1888
Steph & Co
Wisconsin
$46.7K -$9.47K -55 -17%
DCM
1889
Dorato Capital Management
Colorado
$46.1K – – –
TFGT
1890
TS Financial Group (TSFG)
Illinois
$46K – – –
SRCM
1891
Signature Resources Capital Management
California
$46K – – –
CA
1892
Crewe Advisors
Utah
$46K +$33.4K +194 +249%
GCP
1893
Gill Capital Partners
Colorado
$45.8K – – –
SFAM
1894
Sawyer Falduto Asset Management
Illinois
$45.1K – – –
RS
1895
Rakuten Securities
Japan
$44.8K +$1.21K +7 +3%
CPG
1896
Cornerstone Planning Group
New Jersey
$44.4K +$2.93K +17 +9%
SHIM
1897
Stone House Investment Management
Pennsylvania
$44K +$2.75K +16 +7%
CTB
1898
Country Trust Bank
Illinois
$44K – – –
GWP
1899
Gen-Wealth Partners
Michigan
$43.8K +$2.07K +12 +5%
CNBT
1900
Cornerstone National Bank & Trust
Illinois
$43.6K – – –
74 75
76
77 78