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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
DWA
1401
Delos Wealth Advisors
Texas
$5K
CI Investments Inc
1402
CI Investments Inc
Ontario, Canada
$5K +$463 +5 +9%
CA
1403
Crewe Advisors
Utah
$5K +$5.55K +60 New
CWM
1404
CarsonAllaria Wealth Management
Illinois
$4K
FA
1405
Financial Advantage
Maryland
$4K
MCA
1406
Maryland Capital Advisors
Maryland
$4K
WB
1407
Webster Bank
Connecticut
$4K
BCPWM
1408
Bradley & Co Private Wealth Management
Florida
$4K +$4.07K +44 New
BWL
1409
Bogart Wealth LLC
Virginia
$4K +$4.63K +50 +5,000%
CCMW
1410
Cypress Capital Management (Wyoming)
Wyoming
$4K +$4.63K +50 New
WIM
1411
Westside Investment Management
California
$3.31K
LPWM
1412
Lake Point Wealth Management
Texas
$3K -$12.7K -137 -80%
AP
1413
Atwood & Palmer
Missouri
$3K
CMA
1414
Cedar Mountain Advisors
Oregon
$3K
GC
1415
Gould Capital
Washington
$3K
HCM
1416
Horrell Capital Management
Arkansas
$3K
IAS
1417
IMA Advisory Services
Colorado
$3K
IBOK
1418
Independence Bank of Kentucky
Kentucky
$3K
TJHA
1419
Thomas J. Herzfeld Advisors
Florida
$3K
FGAM
1420
Financial Gravity Asset Management
Texas
$2.48K -$26.1K -282 -16%
FSWA
1421
Financial Synergies Wealth Advisors
Texas
$2.3K -$507K -5,475 -99%
ACM
1422
AUA Capital Management
Pennsylvania
$2K
FCG
1423
Financial Connections Group
California
$2K
JMF
1424
Johnson Midwest Financial
Iowa
$2K
KFP
1425
KB Financial Partners
New Jersey
$2K