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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
TJHA
1326
Thomas J. Herzfeld Advisors
Florida
$3K – – –
KFP
1327
KB Financial Partners
New Jersey
$3K +$2.65K +35 New
RDIA
1328
RE Dickinson Investment Advisors
Iowa
$3K +$3.25K +43 New
SFM
1329
Signet Financial Management
New Jersey
$3K +$3.4K +45 New
MCA
1330
Maryland Capital Advisors
Maryland
$3K +$3.48K +46 New
WIM
1331
Westside Investment Management
California
$2.8K – – –
SWM
1332
Sugarloaf Wealth Management
Georgia
$2K -$13.2K -175 -89%
ACM
1333
AUA Capital Management
Pennsylvania
$2K – – –
HCM
1334
Horrell Capital Management
Arkansas
$2K – – –
SC
1335
Sawyer & Company
Massachusetts
$2K – – –
TLFA
1336
True Link Financial Advisors
California
$2K – – –
AWA
1337
Aquire Wealth Advisors
Utah
$2K +$1.74K +23 New
FCG
1338
Financial Connections Group
California
$2K +$2.27K +30 New
GC
1339
Gould Capital
Washington
$2K +$2.49K +33 New
FPWM
1340
FSB Premier Wealth Management
Iowa
$2K +$3.02K +40 New
CCA
1341
Column Capital Advisors
Indiana
$1K -$1.13K -15 -44%
BWL
1342
Bogart Wealth LLC
Virginia
$1K – – –
CFFP
1343
Center for Financial Planning
Michigan
$1K – – –
CPFP
1344
Clear Perspectives Financial Planning
Ohio
$1K – – –
DAM
1345
Delta Asset Management
Tennessee
$1K – – –
IBOK
1346
Independence Bank of Kentucky
Kentucky
$1K – – –
JMF
1347
Johnson Midwest Financial
Iowa
$1K – – –
TWP
1348
TFO Wealth Partners
Ohio
$1K +$907 +12 New
FEG
1349
Financial Enhancement Group
Indiana
$1K +$1.06K +14 New
CAC
1350
Core Alternative Capital
Georgia
$1K +$1.21K +16 New
52 53
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55 56