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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1876
Truvestments Capital
Florida
$57.5K +$29.1K +169 +99%
NECFA
1877
New England Capital Financial Advisors
Connecticut
$55.9K +$344 +2 +0.6%
DWS
1878
Dynamic Wealth Strategies
California
$55.8K – – –
FC
1879
Financial Consulate
Maryland
$55.6K +$2.75K +16 +5%
BFPW
1880
BOK Financial Private Wealth
Colorado
$55.4K +$7.57K +44 +15%
EI
1881
EFG International
$54.9K – – –
C
1882
Covestor
United Kingdom
$54K +$28.4K +165 +107%
BIA
1883
Bell Investment Advisors
California
$53.1K +$17K +99 +46%
MAM
1884
Meeder Asset Management
Ohio
$52.4K -$1.35M -7,866 -96%
WA
1885
Whipplewood Advisors
Colorado
$52.4K -$14.8K -86 -22%
QWM
1886
Quaker Wealth Management
New Jersey
$52.1K – – –
FFG
1887
Forum Finance Group
$51K +$63.7K +370 New
FFO
1888
Fortitude Family Office
Arizona
$50.7K -$1.38K -8 -3%
BCM
1889
Boreal Capital Management
Florida
$50.7K – – –
SA
1890
SRH Advisors
Kansas
$50.5K – – –
MBFW
1891
Morton Brown Family Wealth
Pennsylvania
$48.9K +$1.21K +7 +2%
NEWAS
1892
N.E.W. Advisory Services
Wisconsin
$48.8K +$344 +2 +0.7%
TC
1893
Tacita Capital
Ontario, Canada
$48.3K – – –
CBT
1894
Crews Bank & Trust
Florida
$48.2K – – –
OCWP
1895
Owl Creek Wealth Partners
Colorado
$47.8K +$3.44K +20 +8%
SC
1896
Steph & Co
Wisconsin
$46.7K -$9.47K -55 -17%
DCM
1897
Dorato Capital Management
Colorado
$46.1K – – –
TFGT
1898
TS Financial Group (TSFG)
Illinois
$46K – – –
SRCM
1899
Signature Resources Capital Management
California
$46K – – –
CA
1900
Crewe Advisors
Utah
$46K +$33.4K +194 +249%
74 75
76
77 78