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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
WTA
2101
Washington Trust Advisors
Massachusetts
$2.92K +$2.51K +16 New
DFA
2102
DHJJ Financial Advisors
Illinois
$2.55K – – –
1CP
2103
1015 Capital Partners
Pennsylvania
$2.37K – – –
CJ
2104
Caitlin John
Michigan
$2.37K – – –
HIA
2105
HFM Investment Advisors
New Jersey
$2.37K – – –
HFS
2106
Hughes Financial Services
Virginia
$2.19K +$940 +6 +100%
AIS
2107
Advocate Investing Services
Maryland
$2K – – –
IAS
2108
IMA Advisory Services
Colorado
$2K +$940 +6 +120%
AP
2109
Aspect Partners
Virginia
$1.82K – – –
RFS
2110
Richardson Financial Services
Massachusetts
$1.82K +$1.57K +10 New
LA
2111
LM Advisors
California
$1.74K +$14.4K +92 +41%
SIM
2112
Synergy Investment Management
Florida
$1.64K +$1.41K +9 New
PCFFS
2113
Pacific Center for Financial Services
California
$1.46K -$35.3K -225 -97%
MWM
2114
Mascoma Wealth Management
New Hampshire
$1.27K +$157 +1 +17%
KFG
2115
Kingdom Financial Group
Arizona
$1.27K +$1.1K +7 New
LAS
2116
Lloyd Advisory Services
Georgia
$1.27K +$1.1K +7 New
SGFG
2117
Silver Grove Financial Group
New York
$1.27K +$1.1K +7 New
SA
2118
Seneschal Advisors
Washington
$1.09K +$470 +3 +100%
AF
2119
Alerus Financial
North Dakota
$911 – – –
CW
2120
Curio Wealth
Maryland
$911 +$784 +5 New
BIM
2121
Breakwater Investment Management
Washington
$729 – – –
DCM
2122
Davis Capital Management
Florida
$547 – – –
APW
2123
Atlantic Private Wealth
North Carolina
$367 – – –
NWS
2124
Nvest Wealth Strategies
Ohio
$365 +$313 +2 New
AIM
2125
Arcadia Investment Management
Michigan
$183 – – –
83 84
85
86 87