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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
EWP
2076
Elevation Wealth Partners
California
$6.56K +$1.72K +11 +44%
PMIM
2077
Prudent Man Investment Management
Colorado
$6.45K – – –
WA
2078
Westfuller Advisors
New York
$6.39K – – –
FAI
2079
Fiduciary Advisors Inc
Missouri
$6.38K – – –
TCM
2080
Tradewinds Capital Management
Washington
$6.2K – – –
HCM
2081
Horrell Capital Management
Arkansas
$6.19K – – –
HWM
2082
HighMark Wealth Management
Minnesota
$6.19K +$5.33K +34 New
T
2083
Tidemark
California
$6.01K +$313 +2 +6%
SFS
2084
Sunrise Financial Services
Washington
$6.01K +$2.66K +17 +106%
PCM
2085
Penserra Capital Management
California
$6K – – –
MS
2086
Monetary Solutions
Ohio
$5.65K – – –
TIM
2087
Thompson Investment Management
Wisconsin
$5.46K – – –
KG
2088
Kilter Group
New York
$5.28K +$2.98K +19 +190%
CFS
2089
CGC Financial Services
Oregon
$5.1K – – –
VWM
2090
Vermillion Wealth Management
Minnesota
$4.92K +$4.23K +27 New
SAS
2091
Spurstone Advisory Services
Connecticut
$4.55K – – –
W
2092
WealthCollab
Washington
$4.37K – – –
CWA
2093
Carolina Wealth Advisors
South Carolina
$4.19K +$3.6K +23 New
TM
2094
Torren Management
California
$4.07K -$91.2K -582 -96%
DF
2095
Dunhill Financial
United Kingdom
$3.78K -$157 -1 -5%
BL
2096
BFSG LLC
California
$3.64K -$2.35K -15 -43%
AG
2097
AmeriFlex Group
Nevada
$3.64K – – –
QAM
2098
Q3 Asset Management
Michigan
$3.63K +$3.08M +19,648 New
RWS
2099
Retirement Wealth Solutions
Wisconsin
$3.46K +$2.98K +19 New
NSG
2100
Nalls Sherbakoff Group
Tennessee
$3.1K – – –
82 83
84
85 86