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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWM
2051
Bay Harbor Wealth Management
Maryland
$11.8K +$3.76K +24 +59%
LHEI
2052
Leo H. Evart Inc
California
$11.6K +$10K +64 New
LWMI
2053
Legacy Wealth Management (Idaho)
Idaho
$11.5K +$9.87K +63 New
VWA
2054
Valued Wealth Advisors
Utah
$11.2K +$5.8K +37 +154%
PP
2055
Pacifica Partners
Canada
$10.9K -$491K -3,132 -98%
AEPWM
2056
Atlantic Edge Private Wealth Management
Florida
$10.9K – – –
MSWM
2057
Mowery & Schoenfeld Wealth Management
Illinois
$10.4K -$2.04K -13 -19%
CFFP
2058
Center for Financial Planning
Michigan
$10.4K – – –
ACM
2059
Accent Capital Management
Ohio
$10.4K – – –
OSNBOA
2060
Old Second National Bank of Aurora
Illinois
$10K – – –
EF
2061
Entrust Financial
Pennsylvania
$9.97K – – –
TWM
2062
TopTier Wealth Management
Wisconsin
$9.84K +$8.46K +54 New
ACM
2063
Anfield Capital Management
California
$9.66K – – –
PS
2064
PayPay Securities
Japan
$9.64K +$7.52K +48 +436%
NWMP
2065
Noble Wealth Management PBC
Colorado
$9.29K – – –
AF
2066
Align Financial
Minnesota
$9.11K -$2.1M -13,370 -100%
MFP
2067
Meramec Financial Planners
Missouri
$9.03K – – –
RWM
2068
RMG Wealth Management
Wisconsin
$8.94K – – –
KFP
2069
Kerr Financial Planning
California
$8.5K -$46.4K -296 -85%
MAM
2070
Marquette Asset Management
Minnesota
$8.38K -$1.1K -7 -13%
FNWA
2071
Financial Network Wealth Advisors
Utah
$7.65K – – –
ECA
2072
Elevated Capital Advisors
Utah
$7.32K +$2.19K +14 +54%
UFPG
2073
United Financial Planning Group
New York
$7.11K +$6.11K +39 New
OCM
2074
Osbon Capital Management
Massachusetts
$7K – – –
DPW
2075
DiNuzzo Private Wealth
Pennsylvania
$6.74K – – –
81 82
83
84 85