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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
CTB
1301
Country Trust Bank
Illinois
$7K -$3.78K -50 -33%
AssetMark Inc
1302
AssetMark Inc
California
$7K – – –
IAS
1303
IMA Advisory Services
Colorado
$7K – – –
MFT
1304
Moisand Fitzgerald Tamayo
Florida
$7K – – –
WBC
1305
West Branch Capital
Massachusetts
$7K – – –
OA
1306
Operose Advisors
Wisconsin
$7K +$7.26K +96 New
CSWM
1307
Cassady Schiller Wealth Management
Ohio
$7K +$7.56K +100 New
IAG
1308
Investmark Advisory Group
Connecticut
$7K +$7.56K +100 New
LFA
1309
Level Financial Advisors
New York
$7K +$7.63K +101 New
COCM
1310
Charter Oak Capital Management
New Hampshire
$6K -$1.81K -24 -23%
TWM
1311
Tradition Wealth Management
Minnesota
$6K – – –
AFS
1312
Annapolis Financial Services
Maryland
$6K +$2.34K +31 +63%
GEA
1313
Glen Eagle Advisors
New Jersey
$5.58K – – –
KFS
1314
Kelly Financial Services
Massachusetts
$5K – – –
HWM
1315
HighMark Wealth Management
Minnesota
$5K +$76 +1 +2%
SIS
1316
Sound Income Strategies
Florida
$5K +$4.16K +55 +500%
DWA
1317
Delos Wealth Advisors
Texas
$5K +$4.99K +66 New
TFP
1318
Tilia Fiduciary Partners
North Carolina
$5K +$5.14K +68 New
FP
1319
Financial Perspectives
Minnesota
$4.57K – – –
CI Investments Inc
1320
CI Investments Inc
Ontario, Canada
$4K – – –
Optiver Holding
1321
Optiver Holding
Netherlands
$4K – – –
WB
1322
Webster Bank
Connecticut
$4K +$3.7K +49 +980%
CWM
1323
CarsonAllaria Wealth Management
Illinois
$4K +$3.78K +50 New
ACK
1324
Andrew C. Karlinski
$4K +$4.46K +59 New
CMA
1325
Cedar Mountain Advisors
Oregon
$3K – – –