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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
1401
Albion Financial Group
Utah
$5K -$222K -2,400 -97%
ETC
1402
Exchange Traded Concepts
Oklahoma
$5K -$189K -2,038 -97%
ACK
1403
Andrew C. Karlinski
$5K – – –
DWA
1404
Delos Wealth Advisors
Texas
$5K – – –
CI Investments Inc
1405
CI Investments Inc
Ontario, Canada
$5K +$463 +5 +9%
CA
1406
Crewe Advisors
Utah
$5K +$5.55K +60 New
CWM
1407
CarsonAllaria Wealth Management
Illinois
$4K – – –
FA
1408
Financial Advantage
Maryland
$4K – – –
MCA
1409
Maryland Capital Advisors
Maryland
$4K – – –
RDIA
1410
RE Dickinson Investment Advisors
Iowa
$4K – – –
WB
1411
Webster Bank
Connecticut
$4K – – –
BCPWM
1412
Bradley & Co Private Wealth Management
Florida
$4K +$4.07K +44 New
BWL
1413
Bogart Wealth LLC
Virginia
$4K +$4.63K +50 +5,000%
CCMW
1414
Cypress Capital Management (Wyoming)
Wyoming
$4K +$4.63K +50 New
WIM
1415
Westside Investment Management
California
$3.31K – – –
LPWM
1416
Lake Point Wealth Management
Texas
$3K -$12.7K -137 -80%
AP
1417
Atwood & Palmer
Missouri
$3K – – –
CMA
1418
Cedar Mountain Advisors
Oregon
$3K – – –
GC
1419
Gould Capital
Washington
$3K – – –
HCM
1420
Horrell Capital Management
Arkansas
$3K – – –
IAS
1421
IMA Advisory Services
Colorado
$3K – – –
IBOK
1422
Independence Bank of Kentucky
Kentucky
$3K – – –
TJHA
1423
Thomas J. Herzfeld Advisors
Florida
$3K – – –
FSWA
1424
Financial Synergies Wealth Advisors
Texas
$2.3K -$507K -5,475 -99%
ACM
1425
AUA Capital Management
Pennsylvania
$2K – – –