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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
2051
Osbon Capital Management
Massachusetts
$6.54K – – –
PMIM
2052
Prudent Man Investment Management
Colorado
$6.45K – – –
DPW
2053
DiNuzzo Private Wealth
Pennsylvania
$6.25K – – –
MFS
2054
Montgomery Financial Services
Maryland
$6.23K +$6.37K +37 New
DAM
2055
Delta Asset Management
Tennessee
$6.09K +$6.2K +36 New
PIS
2056
POM Investment Strategies
North Carolina
$5.92K -$51.6K -300 -90%
FAI
2057
Fiduciary Advisors Inc
Missouri
$5.92K – – –
HCM
2058
Horrell Capital Management
Arkansas
$5.75K – – –
TCM
2059
Tradewinds Capital Management
Washington
$5.75K – – –
T
2060
Tidemark
California
$5.58K – – –
MS
2061
Monetary Solutions
Ohio
$5.24K – – –
PCM
2062
Penserra Capital Management
California
$5K – – –
CFS
2063
CGC Financial Services
Oregon
$4.73K – – –
HFS
2064
Hughes Financial Services
Virginia
$4.73K +$2.75K +16 +133%
HFS
2065
Horizon Financial Services
North Carolina
$4.73K +$4.82K +28 New
HIA
2066
HFM Investment Advisors
New Jersey
$4.57K +$2.41K +14 +108%
SAS
2067
Spurstone Advisory Services
Connecticut
$4.36K – – –
BIM
2068
Bullseye Investment Management
Ohio
$4.23K – – –
W
2069
WealthCollab
Washington
$4.06K – – –
CWA
2070
Carolina Wealth Advisors
South Carolina
$3.89K – – –
DF
2071
Dunhill Financial
United Kingdom
$3.83K +$344 +2 +10%
TM
2072
Torren Management
California
$3.8K – – –
BL
2073
BFSG LLC
California
$3.38K – – –
IAS
2074
IMA Advisory Services
Colorado
$3.38K +$1.55K +9 +82%
RWS
2075
Retirement Wealth Solutions
Wisconsin
$3.21K – – –
81 82
83
84 85