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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
D
1201
Diversified
Delaware
$5K +$5.81K +99 New
FP
1202
Financial Perspectives
Minnesota
$4.41K
BWA
1203
BDO Wealth Advisors
Florida
$4K -$16.7K -284 -83%
CCA
1204
Column Capital Advisors
Indiana
$4K
SWM
1205
Selective Wealth Management
Virginia
$4K +$3.11K +53 New
TWM
1206
Tradition Wealth Management
Minnesota
$4K +$3.52K +60 New
TCWA
1207
Ten Capital Wealth Advisors
Washington
$4K +$3.64K +62 New
GA
1208
GoalVest Advisory
New York
$4K +$3.76K +64 New
LB
1209
Legacy Bridge
Iowa
$3K -$384K -6,542 -99%
ANBT
1210
American National Bank & Trust
Texas
$3K
APWA
1211
Atlas Private Wealth Advisors
New Jersey
$3K
BEI
1212
Benjamin Edwards Inc
Missouri
$3K
CMA
1213
Cedar Mountain Advisors
Oregon
$3K
DAM
1214
Delta Asset Management
Tennessee
$3K
FA
1215
Financial Advantage
Maryland
$3K
TJHA
1216
Thomas J. Herzfeld Advisors
Florida
$3K
FFG
1217
Fortem Financial Group
California
$3K +$2.11K +36 New
ACM
1218
AUA Capital Management
Pennsylvania
$2K
HCM
1219
Horrell Capital Management
Arkansas
$2K
SC
1220
Sawyer & Company
Massachusetts
$2K
SWP
1221
ShoreHaven Wealth Partners
New Jersey
$2K +$1.35K +23 New
TLFA
1222
True Link Financial Advisors
California
$2K +$1.53K +26 New
NSB
1223
Norway Savings Bank
Maine
$2K +$1.58K +27 New
HR
1224
Howe & Rusling
New York
$2K +$1.64K +28 New
CBTWT
1225
Community Bank & Trust (Waco, Texas)
Texas
$1.02K +$52.1K +887 +6%