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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
GWMIA
1376
Global Wealth Management Investment Advisory
Florida
$14K – – –
TCWA
1377
Ten Capital Wealth Advisors
Washington
$14K – – –
PFA
1378
Professional Financial Advisors
Nebraska
$14K +$168 +2 +1%
TIM
1379
Tortoise Investment Management
New York
$13K -$8.41K -100 -40%
FWM
1380
Focused Wealth Management
New York
$13K -$1.51K -18 -10%
BC
1381
Burleson & Co
California
$13K – – –
SWA
1382
SOA Wealth Advisors
New York
$13K +$84 +1 +0.6%
FBT
1383
First Bank & Trust
South Dakota
$12K -$6.98K -83 -38%
BWP
1384
Baldwin Wealth Partners
Massachusetts
$12K – – –
PGAM
1385
Princeton Global Asset Management
New Jersey
$12K – – –
RAM
1386
Riggs Asset Management
Pennsylvania
$12K – – –
SC
1387
Stephens Consulting
Michigan
$11.5K – – –
FCMA
1388
Foresight Capital Management Advisors
Michigan
$11K – – –
PPWM
1389
PFG Private Wealth Management
Florida
$11K – – –
PA
1390
PSI Advisors
Florida
$11K – – –
AssetMark Inc
1391
AssetMark Inc
California
$11K +$2.94K +35 +36%
SIS
1392
Sound Income Strategies
Florida
$11K +$5.64K +67 +102%
RBC
1393
Roble Belko & Company
Pennsylvania
$10K -$2.69K -32 -23%
BAM
1394
Byrne Asset Management
New Jersey
$10K – – –
HS
1395
Horan Securities
United States
$10K – – –
GIA
1396
Goodwin Investment Advisory
Georgia
$10K +$10K +119 New
ASBI
1397
American State Bank (Iowa)
Iowa
$9.07K – – –
KC
1398
Kenfarb & Co
Kentucky
$9K – – –
LFA
1399
Level Financial Advisors
New York
$9K – – –
CP
1400
Castleview Partners
Texas
$9K +$8.83K +105 New