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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1301
Financial Advantage
Maryland
$4K – – –
FWM
1302
Filbrandt Wealth Management
Wisconsin
$4K +$338 +4 +10%
AFS
1303
Annapolis Financial Services
Maryland
$4K +$4.14K +49 New
HWMA
1304
Heritage Wealth Management (Arizona)
Arizona
$4K +$4.22K +50 New
WIM
1305
Westside Investment Management
California
$3.31K +$8.78K +104 +7%
SFO
1306
Standard Family Office
South Dakota
$3K -$50.1K -594 -94%
APWA
1307
Atlas Private Wealth Advisors
New Jersey
$3K -$1.01K -12 -25%
DAM
1308
Delta Asset Management
Tennessee
$3K – – –
HCM
1309
Horrell Capital Management
Arkansas
$3K – – –
TJHA
1310
Thomas J. Herzfeld Advisors
Florida
$3K – – –
HH
1311
HWG Holdings
Texas
$3K +$2.7K +32 New
AP
1312
Arlington Partners
Alabama
$2K – – –
ACM
1313
AUA Capital Management
Pennsylvania
$2K – – –
JMF
1314
Johnson Midwest Financial
Iowa
$2K – – –
KFP
1315
KB Financial Partners
New Jersey
$2K – – –
TLFA
1316
True Link Financial Advisors
California
$2K – – –
CFFP
1317
Center for Financial Planning
Michigan
$1K – – –
JIR
1318
James Investment Research
Ohio
$1K – – –
SIS
1319
Sound Income Strategies
Florida
$1K – – –
DFCM
1320
Dark Forest Capital Management
Puerto Rico
$1K +$506 +6 New
TAIM
1321
TD Ameritrade Investment Management
Nebraska
$1K +$506 +6 New
SC
1322
Solstein Capital
California
$1K +$1.27K +15 New
PWP
1323
Personal Wealth Partners
Minnesota
$1K +$1.35K +16 New
ED
1324
Exane Derivatives
France
$817 – – –
AIA
1325
Arcadia Investment Advisors
Idaho
$772 +$760 +9 New
51 52
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