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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
MFT
1301
Moisand Fitzgerald Tamayo
Florida
$7K
WBC
1302
West Branch Capital
Massachusetts
$7K
OA
1303
Operose Advisors
Wisconsin
$7K +$7.26K +96 New
CSWM
1304
Cassady Schiller Wealth Management
Ohio
$7K +$7.56K +100 New
IAG
1305
Investmark Advisory Group
Connecticut
$7K +$7.56K +100 New
LFA
1306
Level Financial Advisors
New York
$7K +$7.63K +101 New
COCM
1307
Charter Oak Capital Management
New Hampshire
$6K -$1.81K -24 -23%
TWM
1308
Tradition Wealth Management
Minnesota
$6K
AFS
1309
Annapolis Financial Services
Maryland
$6K +$2.34K +31 +63%
GEA
1310
Glen Eagle Advisors
New Jersey
$5.58K
KFS
1311
Kelly Financial Services
Massachusetts
$5K
HWM
1312
HighMark Wealth Management
Minnesota
$5K +$76 +1 +2%
SIS
1313
Sound Income Strategies
Florida
$5K +$4.16K +55 +500%
DWA
1314
Delos Wealth Advisors
Texas
$5K +$4.99K +66 New
TFP
1315
Tilia Fiduciary Partners
North Carolina
$5K +$5.14K +68 New
FP
1316
Financial Perspectives
Minnesota
$4.57K
CI Investments Inc
1317
CI Investments Inc
Ontario, Canada
$4K
Optiver Holding
1318
Optiver Holding
Netherlands
$4K
WB
1319
Webster Bank
Connecticut
$4K +$3.7K +49 +980%
CWM
1320
CarsonAllaria Wealth Management
Illinois
$4K +$3.78K +50 New
ACK
1321
Andrew C. Karlinski
$4K +$4.46K +59 New
CMA
1322
Cedar Mountain Advisors
Oregon
$3K
TJHA
1323
Thomas J. Herzfeld Advisors
Florida
$3K
KFP
1324
KB Financial Partners
New Jersey
$3K +$2.65K +35 New
RDIA
1325
RE Dickinson Investment Advisors
Iowa
$3K +$3.25K +43 New