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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
ABWM
2001
Alpine Bank Wealth Management
Colorado
$14K +$14.3K +83 New
WAG
2002
Wilkerson Advisory Group
Missouri
$13.7K -$3.27K -19 -19%
TFIAP
2003
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Poland
$13.5K -$8.61K -50 -38%
HPBT
2004
Hickory Point Bank & Trust
Illinois
$12.5K – – –
YP
2005
YANKCOM Partnership
South Dakota
$12.5K – – –
BHWM
2006
Bay Harbor Wealth Management
Maryland
$12.5K +$1.55K +9 +14%
MI
2007
Markowski Investments
Florida
$12.5K +$12.7K +74 New
EWP
2008
Elevation Wealth Partners
California
$12K +$6.03K +35 +97%
VWA
2009
Valued Wealth Advisors
Utah
$11.9K +$1.72K +10 +16%
FFC
2010
First Financial Corp
Indiana
$11.7K – – –
RWM
2011
RMG Wealth Management
Wisconsin
$11.5K – – –
BCPWM
2012
Bradley & Co Private Wealth Management
Florida
$11.3K – – –
LC
2013
Lavaca Capital
Texas
$11.2K – – –
PB
2014
Prosperity Bancshares
Texas
$11.2K – – –
AP
2015
Atwood & Palmer
Missouri
$11K +$11K +64 +6,400%
VERPA
2016
Virginia Estate & Retirement Planning Advisors
Virginia
$11K – – –
LHEI
2017
Leo H. Evart Inc
California
$10.9K – – –
PP
2018
Pacifica Partners
Canada
$10.6K – – –
AEPWM
2019
Atlantic Edge Private Wealth Management
Florida
$10.1K – – –
WCM
2020
Westend Capital Management
California
$9.97K -$3.79K -22 -27%
CFFP
2021
Center for Financial Planning
Michigan
$9.64K – – –
HNW
2022
High Note Wealth
Minnesota
$9.47K -$8.26K -48 -46%
HWM
2023
HighMark Wealth Management
Minnesota
$9.47K +$3.79K +22 +65%
OSNBOA
2024
Old Second National Bank of Aurora
Illinois
$9.3K – – –
EF
2025
Entrust Financial
Pennsylvania
$9.25K – – –
79 80
81
82 83