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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
SSG
2051
Summit Securities Group
New York
$12K -$146K -932 -93%
LC
2052
Lavaca Capital
Texas
$12K – – –
PB
2053
Prosperity Bancshares
Texas
$12K +$2.66K +17 +35%
VERPA
2054
Virginia Estate & Retirement Planning Advisors
Virginia
$11.8K +$10.2K +65 New
BHWM
2055
Bay Harbor Wealth Management
Maryland
$11.8K +$3.76K +24 +59%
LHEI
2056
Leo H. Evart Inc
California
$11.6K +$10K +64 New
LWMI
2057
Legacy Wealth Management (Idaho)
Idaho
$11.5K +$9.87K +63 New
VWA
2058
Valued Wealth Advisors
Utah
$11.2K +$5.8K +37 +154%
PP
2059
Pacifica Partners
Canada
$10.9K -$491K -3,132 -98%
AEPWM
2060
Atlantic Edge Private Wealth Management
Florida
$10.9K – – –
MSWM
2061
Mowery & Schoenfeld Wealth Management
Illinois
$10.4K -$2.04K -13 -19%
CFFP
2062
Center for Financial Planning
Michigan
$10.4K – – –
ACM
2063
Accent Capital Management
Ohio
$10.4K – – –
OSNBOA
2064
Old Second National Bank of Aurora
Illinois
$10K – – –
EF
2065
Entrust Financial
Pennsylvania
$9.97K – – –
TWM
2066
TopTier Wealth Management
Wisconsin
$9.84K +$8.46K +54 New
ACM
2067
Anfield Capital Management
California
$9.66K – – –
PS
2068
PayPay Securities
Japan
$9.64K +$7.52K +48 +436%
NWMP
2069
Noble Wealth Management PBC
Colorado
$9.29K – – –
AF
2070
Align Financial
Minnesota
$9.11K -$2.1M -13,370 -100%
MFP
2071
Meramec Financial Planners
Missouri
$9.03K – – –
RWM
2072
RMG Wealth Management
Wisconsin
$8.94K – – –
KFP
2073
Kerr Financial Planning
California
$8.5K -$46.4K -296 -85%
MAM
2074
Marquette Asset Management
Minnesota
$8.38K -$1.1K -7 -13%
FNWA
2075
Financial Network Wealth Advisors
Utah
$7.65K – – –
81 82
83
84 85