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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
MS
2051
Monetary Solutions
Ohio
$5.24K – – –
PCM
2052
Penserra Capital Management
California
$5K – – –
CFS
2053
CGC Financial Services
Oregon
$4.73K – – –
HFS
2054
Hughes Financial Services
Virginia
$4.73K +$2.75K +16 +133%
HFS
2055
Horizon Financial Services
North Carolina
$4.73K +$4.82K +28 New
HIA
2056
HFM Investment Advisors
New Jersey
$4.57K +$2.41K +14 +108%
SAS
2057
Spurstone Advisory Services
Connecticut
$4.36K – – –
W
2058
WealthCollab
Washington
$4.06K – – –
CWA
2059
Carolina Wealth Advisors
South Carolina
$3.89K – – –
DF
2060
Dunhill Financial
United Kingdom
$3.83K +$344 +2 +10%
TM
2061
Torren Management
California
$3.8K – – –
VC
2062
Vestor Capital
Illinois
$3.64K +$183M +1,064,886 +45,861%
BL
2063
BFSG LLC
California
$3.38K – – –
IAS
2064
IMA Advisory Services
Colorado
$3.38K +$1.55K +9 +82%
RWS
2065
Retirement Wealth Solutions
Wisconsin
$3.21K – – –
NSG
2066
Nalls Sherbakoff Group
Tennessee
$2.87K – – –
IWM
2067
IMG Wealth Management
Florida
$2.87K +$2.93K +17 New
BCV
2068
Banque Cantonale Vaudoise
Switzerland
$2.72K +$1.17M +6,803 +73%
SFS
2069
Sunrise Financial Services
Washington
$2.71K -$2.93K -17 -52%
WTA
2070
Washington Trust Advisors
Massachusetts
$2.71K – – –
DFA
2071
DHJJ Financial Advisors
Illinois
$2.37K – – –
1CP
2072
1015 Capital Partners
Pennsylvania
$2.2K – – –
WCM
2073
Winthrop Capital Management
Indiana
$2K +$2.24K +13 New
AIS
2074
Advocate Investing Services
Maryland
$1.86K – – –
FGA
2075
Fortis Group Advisors
New Jersey
$1.86K +$1.89K +11 New
81 82
83
84 85