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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
AFG
1201
Albion Financial Group
Utah
$5K +$3.87K +66 New
D
1202
Diversified
Delaware
$5K +$5.81K +99 New
FP
1203
Financial Perspectives
Minnesota
$4.41K – – –
BWA
1204
BDO Wealth Advisors
Florida
$4K -$16.7K -284 -83%
CCA
1205
Column Capital Advisors
Indiana
$4K – – –
SWM
1206
Selective Wealth Management
Virginia
$4K +$3.11K +53 New
TWM
1207
Tradition Wealth Management
Minnesota
$4K +$3.52K +60 New
TCWA
1208
Ten Capital Wealth Advisors
Washington
$4K +$3.64K +62 New
GA
1209
GoalVest Advisory
New York
$4K +$3.76K +64 New
LB
1210
Legacy Bridge
Iowa
$3K -$384K -6,542 -99%
ANBT
1211
American National Bank & Trust
Texas
$3K – – –
APWA
1212
Atlas Private Wealth Advisors
New Jersey
$3K – – –
BEI
1213
Benjamin Edwards Inc
Missouri
$3K – – –
CMA
1214
Cedar Mountain Advisors
Oregon
$3K – – –
DAM
1215
Delta Asset Management
Tennessee
$3K – – –
FA
1216
Financial Advantage
Maryland
$3K – – –
TJHA
1217
Thomas J. Herzfeld Advisors
Florida
$3K – – –
FFG
1218
Fortem Financial Group
California
$3K +$2.11K +36 New
ACM
1219
AUA Capital Management
Pennsylvania
$2K – – –
HCM
1220
Horrell Capital Management
Arkansas
$2K – – –
SC
1221
Sawyer & Company
Massachusetts
$2K – – –
SWP
1222
ShoreHaven Wealth Partners
New Jersey
$2K +$1.35K +23 New
TLFA
1223
True Link Financial Advisors
California
$2K +$1.53K +26 New
NSB
1224
Norway Savings Bank
Maine
$2K +$1.58K +27 New
HR
1225
Howe & Rusling
New York
$2K +$1.64K +28 New
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