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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1276
HighMark Wealth Management
Minnesota
$9K -$1.1K -13 -11%
IAS
1277
IMA Advisory Services
Colorado
$9K – – –
MFT
1278
Moisand Fitzgerald Tamayo
Florida
$9K – – –
PCTC
1279
Perkins Coie Trust Company
Washington
$9K – – –
IPW
1280
IronBridge Private Wealth
Texas
$9K +$84 +1 +1%
AL
1281
ADE LLC
Maryland
$9K +$8.44K +100 New
MGIM
1282
M&G Investment Management
United Kingdom
$8.07K +$7.92M +93,831 New
RA
1283
Resolute Advisors
California
$8K – – –
WBC
1284
West Branch Capital
Massachusetts
$8K +$7.77K +92 New
TCWA
1285
Ten Capital Wealth Advisors
Washington
$7K +$1.27K +15 +24%
AIM
1286
Arcadia Investment Management
Michigan
$7K +$7.01K +83 New
GEA
1287
Glen Eagle Advisors
New Jersey
$6.61K – – –
RWM
1288
Raffa Wealth Management
District of Columbia
$6.52K -$8.1K -96 -56%
SWA
1289
SOA Wealth Advisors
New York
$6K -$2.19K -26 -26%
HS
1290
Horan Securities
United States
$6K – – –
PAI
1291
Pittenger & Anderson Inc
Nebraska
$6K – – –
AFG
1292
Albion Financial Group
Utah
$6K +$5.57K +66 New
FP
1293
Financial Perspectives
Minnesota
$5.41K -$428K -5,074 -99%
IF
1294
Ironwood Financial
Arizona
$5K -$5.66K -67 -52%
BEI
1295
Benjamin Edwards Inc
Missouri
$5K – – –
CCA
1296
Column Capital Advisors
Indiana
$5K – – –
TWM
1297
Tradition Wealth Management
Minnesota
$5K +$5.07K +60 New
CMA
1298
Cedar Mountain Advisors
Oregon
$4K – – –
FA
1299
Financial Advantage
Maryland
$4K – – –
FWM
1300
Filbrandt Wealth Management
Wisconsin
$4K +$338 +4 +10%
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