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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
1201
CVA Family Office
Colorado
$15K +$6.67K +85 +83%
RWM
1202
Raffa Wealth Management
District of Columbia
$14.1K +$785 +10 +6%
LIM
1203
Lagoda Investment Management
New York
$14K – – –
SFPG
1204
Stonebridge Financial Planning Group
Florida
$14K – – –
GRP
1205
Global Retirement Partners
California
$13K -$3.29K -42 -21%
AWM
1206
Accel Wealth Management
Iowa
$13K – – –
AP
1207
Atwood & Palmer
Missouri
$13K – – –
BAM
1208
Bellevue Asset Management
Washington
$13K – – –
GWMIA
1209
Global Wealth Management Investment Advisory
Florida
$13K – – –
PFA
1210
Professional Financial Advisors
Nebraska
$13K +$157 +2 +1%
BWL
1211
Bogart Wealth LLC
Virginia
$13K +$10.9K +139 +927%
FPW
1212
Flagship Private Wealth
Massachusetts
$13K – – –
1IA
1213
1834 Investment Advisors
Wisconsin
$12K -$19.6K -250 -63%
CTB
1214
Country Trust Bank
Illinois
$12K – – –
PGAM
1215
Princeton Global Asset Management
New Jersey
$12K – – –
RBC
1216
Roble Belko & Company
Pennsylvania
$12K – – –
TIM
1217
Tortoise Investment Management
New York
$12K – – –
BC
1218
Burleson & Co
California
$12K +$11.8K +150 New
IF
1219
Ironwood Financial
Arizona
$11K – – –
BWP
1220
Baldwin Wealth Partners
Massachusetts
$11K +$10.8K +138 New
AIG
1221
American International Group
New York
$10.5K -$2M -25,497 -16%
KFS
1222
Kelly Financial Services
Massachusetts
$10.2K – – –
HWM
1223
HighMark Wealth Management
Minnesota
$10K -$2.43K -31 -20%
ANBT
1224
American National Bank & Trust
Texas
$10K +$6.04K +77 +154%
SL
1225
Savior LLC
Massachusetts
$9K – – –
47 48
49
50 51