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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
ECA
2076
Elevated Capital Advisors
Utah
$7.32K +$2.19K +14 +54%
UFPG
2077
United Financial Planning Group
New York
$7.11K +$6.11K +39 New
OCM
2078
Osbon Capital Management
Massachusetts
$7K – – –
DPW
2079
DiNuzzo Private Wealth
Pennsylvania
$6.74K – – –
EWP
2080
Elevation Wealth Partners
California
$6.56K +$1.72K +11 +44%
PMIM
2081
Prudent Man Investment Management
Colorado
$6.45K – – –
WA
2082
Westfuller Advisors
New York
$6.39K – – –
FAI
2083
Fiduciary Advisors Inc
Missouri
$6.38K – – –
TCM
2084
Tradewinds Capital Management
Washington
$6.2K – – –
HCM
2085
Horrell Capital Management
Arkansas
$6.19K – – –
HWM
2086
HighMark Wealth Management
Minnesota
$6.19K +$5.33K +34 New
T
2087
Tidemark
California
$6.01K +$313 +2 +6%
SFS
2088
Sunrise Financial Services
Washington
$6.01K +$2.66K +17 +106%
PCM
2089
Penserra Capital Management
California
$6K – – –
MS
2090
Monetary Solutions
Ohio
$5.65K – – –
TIM
2091
Thompson Investment Management
Wisconsin
$5.46K – – –
KG
2092
Kilter Group
New York
$5.28K +$2.98K +19 +190%
CFS
2093
CGC Financial Services
Oregon
$5.1K – – –
VWM
2094
Vermillion Wealth Management
Minnesota
$4.92K +$4.23K +27 New
BIM
2095
Bullseye Investment Management
Ohio
$4.55K – – –
SAS
2096
Spurstone Advisory Services
Connecticut
$4.55K – – –
W
2097
WealthCollab
Washington
$4.37K – – –
CWA
2098
Carolina Wealth Advisors
South Carolina
$4.19K +$3.6K +23 New
TM
2099
Torren Management
California
$4.07K -$91.2K -582 -96%
DF
2100
Dunhill Financial
United Kingdom
$3.78K -$157 -1 -5%
82 83
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