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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
BL
2101
BFSG LLC
California
$3.64K -$2.35K -15 -43%
AG
2102
AmeriFlex Group
Nevada
$3.64K – – –
RWS
2103
Retirement Wealth Solutions
Wisconsin
$3.46K +$2.98K +19 New
NSG
2104
Nalls Sherbakoff Group
Tennessee
$3.1K – – –
WTA
2105
Washington Trust Advisors
Massachusetts
$2.92K +$2.51K +16 New
DFA
2106
DHJJ Financial Advisors
Illinois
$2.55K – – –
1CP
2107
1015 Capital Partners
Pennsylvania
$2.37K – – –
CJ
2108
Caitlin John
Michigan
$2.37K – – –
HIA
2109
HFM Investment Advisors
New Jersey
$2.37K – – –
HFS
2110
Hughes Financial Services
Virginia
$2.19K +$940 +6 +100%
AIS
2111
Advocate Investing Services
Maryland
$2K – – –
IAS
2112
IMA Advisory Services
Colorado
$2K +$940 +6 +120%
AP
2113
Aspect Partners
Virginia
$1.82K – – –
RFS
2114
Richardson Financial Services
Massachusetts
$1.82K +$1.57K +10 New
LA
2115
LM Advisors
California
$1.74K +$14.4K +92 +41%
SIM
2116
Synergy Investment Management
Florida
$1.64K +$1.41K +9 New
PCFFS
2117
Pacific Center for Financial Services
California
$1.46K -$35.3K -225 -97%
MWM
2118
Mascoma Wealth Management
New Hampshire
$1.27K +$157 +1 +17%
KFG
2119
Kingdom Financial Group
Arizona
$1.27K +$1.1K +7 New
LAS
2120
Lloyd Advisory Services
Georgia
$1.27K +$1.1K +7 New
SGFG
2121
Silver Grove Financial Group
New York
$1.27K +$1.1K +7 New
SA
2122
Seneschal Advisors
Washington
$1.09K +$470 +3 +100%
AF
2123
Alerus Financial
North Dakota
$911 – – –
CW
2124
Curio Wealth
Maryland
$911 +$784 +5 New
BIM
2125
Breakwater Investment Management
Washington
$729 – – –
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86 87