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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2001
WPG Advisers
Maryland
$15.6K +$1.72K +10 +12%
WBC
2002
West Branch Capital
Massachusetts
$15.5K – – –
SFCL
2003
Strengthening Families & Communities LLC
Massachusetts
$15.3K +$2.41K +14 +18%
SWA
2004
SOA Wealth Advisors
New York
$15.3K – – –
SIM
2005
Synergy Investment Management
Florida
$15.1K +$11K +64 +711%
DWM
2006
Dogwood Wealth Management
Kansas
$15K -$8.44K -49 -36%
FP
2007
Financial Perspectives
Minnesota
$14.9K – – –
PWA
2008
Principia Wealth Advisory
Texas
$14.9K +$689 +4 +5%
IWP
2009
IAG Wealth Partners
Wisconsin
$14.4K – – –
MAS
2010
MPWM Advisory Solutions
Georgia
$14.2K +$172 +1 +1%
ABWM
2011
Alpine Bank Wealth Management
Colorado
$14K +$14.3K +83 New
WAG
2012
Wilkerson Advisory Group
Missouri
$13.7K -$3.27K -19 -19%
TFIAP
2013
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Poland
$13.5K -$8.61K -50 -38%
HPBT
2014
Hickory Point Bank & Trust
Illinois
$12.5K – – –
YP
2015
YANKCOM Partnership
South Dakota
$12.5K – – –
BHWM
2016
Bay Harbor Wealth Management
Maryland
$12.5K +$1.55K +9 +14%
MI
2017
Markowski Investments
Florida
$12.5K +$12.7K +74 New
EWP
2018
Elevation Wealth Partners
California
$12K +$6.03K +35 +97%
VWA
2019
Valued Wealth Advisors
Utah
$11.9K +$1.72K +10 +16%
FFC
2020
First Financial Corp
Indiana
$11.7K – – –
RWM
2021
RMG Wealth Management
Wisconsin
$11.5K – – –
BCPWM
2022
Bradley & Co Private Wealth Management
Florida
$11.3K – – –
LC
2023
Lavaca Capital
Texas
$11.2K – – –
PB
2024
Prosperity Bancshares
Texas
$11.2K – – –
AP
2025
Atwood & Palmer
Missouri
$11K +$11K +64 +6,400%
79 80
81
82 83