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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
AF
1351
Arrow Financial
New York
$15K
BBPWM
1352
Blue Bell Private Wealth Management
Pennsylvania
$15K
LIM
1353
Lagoda Investment Management
New York
$14K
TC
1354
Tacita Capital
Ontario, Canada
$14K
TCWA
1355
Ten Capital Wealth Advisors
Washington
$14K
SIS
1356
Sound Income Strategies
Florida
$14K +$3.52K +38 +29%
BAM
1357
Byrne Asset Management
New Jersey
$14K +$5.55K +60 +53%
GWMIA
1358
Global Wealth Management Investment Advisory
Florida
$13K
SWA
1359
SOA Wealth Advisors
New York
$13K +$93 +1 +0.6%
PFA
1360
Professional Financial Advisors
Nebraska
$13K +$185 +2 +1%
SAM
1361
Strategic Asset Management
Minnesota
$12K -$9.16K -99 -41%
BC
1362
Burleson & Co
California
$12K
PGAM
1363
Princeton Global Asset Management
New Jersey
$12K
PPWM
1364
PFG Private Wealth Management
Florida
$12K +$2.04K +22 +18%
NMG
1365
New Millennium Group
Utah
$12K +$13.6K +147 New
GEA
1366
Glen Eagle Advisors
New Jersey
$11.9K +$6.29K +68 +88%
BWP
1367
Baldwin Wealth Partners
Massachusetts
$11K
PA
1368
PSI Advisors
Florida
$11K
FCMT
1369
Founders Capital Management (Texas)
Texas
$11K +$12.9K +139 New
SC
1370
Stephens Consulting
Michigan
$10.9K
TC
1371
Truvestments Capital
Florida
$10K +$10.9K +118 New
BIA
1372
Bell Investment Advisors
California
$10K +$11K +119 New
FBT
1373
First Bank & Trust
South Dakota
$9K -$2.04K -22 -16%
AssetMark Inc
1374
AssetMark Inc
California
$9K -$1.85K -20 -15%
HS
1375
Horan Securities
United States
$9K