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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
TCWM
1201
Total Clarity Wealth Management
Illinois
$16K +$15.7K +200 New
WWM
1202
Wolff Wiese Magana
California
$15K – – –
KPCM
1203
Kings Point Capital Management
New York
$15K +$78 +1 +0.6%
CFO
1204
CVA Family Office
Colorado
$15K +$6.67K +85 +83%
RWM
1205
Raffa Wealth Management
District of Columbia
$14.1K +$785 +10 +6%
LIM
1206
Lagoda Investment Management
New York
$14K – – –
SFPG
1207
Stonebridge Financial Planning Group
Florida
$14K – – –
GRP
1208
Global Retirement Partners
California
$13K -$3.29K -42 -21%
AWM
1209
Accel Wealth Management
Iowa
$13K – – –
AP
1210
Atwood & Palmer
Missouri
$13K – – –
BAM
1211
Bellevue Asset Management
Washington
$13K – – –
GWMIA
1212
Global Wealth Management Investment Advisory
Florida
$13K – – –
PFA
1213
Professional Financial Advisors
Nebraska
$13K +$157 +2 +1%
BWL
1214
Bogart Wealth LLC
Virginia
$13K +$10.9K +139 +927%
FPW
1215
Flagship Private Wealth
Massachusetts
$13K – – –
1IA
1216
1834 Investment Advisors
Wisconsin
$12K -$19.6K -250 -63%
CTB
1217
Country Trust Bank
Illinois
$12K – – –
PGAM
1218
Princeton Global Asset Management
New Jersey
$12K – – –
RBC
1219
Roble Belko & Company
Pennsylvania
$12K – – –
TIM
1220
Tortoise Investment Management
New York
$12K – – –
BC
1221
Burleson & Co
California
$12K +$11.8K +150 New
IF
1222
Ironwood Financial
Arizona
$11K – – –
BWP
1223
Baldwin Wealth Partners
Massachusetts
$11K +$10.8K +138 New
KFS
1224
Kelly Financial Services
Massachusetts
$10.2K – – –
HWM
1225
HighMark Wealth Management
Minnesota
$10K -$2.43K -31 -20%
47 48
49
50 51