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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
1201
Albion Financial Group
Utah
$5K
TWM
1202
Tradition Wealth Management
Minnesota
$5K +$1.23K +17 +28%
KFS
1203
Kelly Financial Services
Massachusetts
$4.83K -$424K -5,853 -99%
FP
1204
Financial Perspectives
Minnesota
$4.41K
HWMA
1205
Heritage Wealth Management (Arizona)
Arizona
$4K
IF
1206
Ironwood Financial
Arizona
$4K
FWM
1207
Filbrandt Wealth Management
Wisconsin
$4K +$1.3K +18 +42%
CI Investments Inc
1208
CI Investments Inc
Ontario, Canada
$4K +$3.91K +54 New
Optiver Holding
1209
Optiver Holding
Netherlands
$4K +$4.63K +64 New
AFS
1210
Annapolis Financial Services
Maryland
$3K
APWA
1211
Atlas Private Wealth Advisors
New Jersey
$3K
CMA
1212
Cedar Mountain Advisors
Oregon
$3K
FA
1213
Financial Advantage
Maryland
$3K
TJHA
1214
Thomas J. Herzfeld Advisors
Florida
$3K
WIM
1215
Westside Investment Management
California
$2.79K
SC
1216
Sawyer & Company
Massachusetts
$2K -$7.24K -100 -76%
CCA
1217
Column Capital Advisors
Indiana
$2K -$2.03K -28 -45%
ACM
1218
AUA Capital Management
Pennsylvania
$2K
HCM
1219
Horrell Capital Management
Arkansas
$2K
TLFA
1220
True Link Financial Advisors
California
$2K
KIG
1221
Kowal Investment Group
Wisconsin
$2K +$1.67K +23 New
BWL
1222
Bogart Wealth LLC
Virginia
$1K -$10.1K -139 -90%
DAM
1223
Delta Asset Management
Tennessee
$1K -$1.59K -22 -56%
JMF
1224
Johnson Midwest Financial
Iowa
$1K
SC
1225
Solstein Capital
California
$1K