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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
RBC
1501
Roble Belko & Company
Pennsylvania
$11K
ASBI
1502
American State Bank (Iowa)
Iowa
$10.9K
KC
1503
Kenfarb & Co
Kentucky
$10.8K
FWM
1504
Focused Wealth Management
New York
$10.7K
QL
1505
Quarry LP
New York
$10.5K +$10.3K +101 New
MFT
1506
Moisand Fitzgerald Tamayo
Florida
$10.4K
BC
1507
Barrett & Company
Rhode Island
$10.3K
LAM
1508
Lakewood Asset Management
Illinois
$10K +$10.2K +100 New
OA
1509
Operose Advisors
Wisconsin
$9.99K
UCB
1510
United Community Bank
South Carolina
$9.99K
AAMA
1511
Advanced Asset Management Advisors
Ohio
$9.68K +$9.51K +93 New
GEA
1512
Glen Eagle Advisors
New Jersey
$8.01K
RWM
1513
Raffa Wealth Management
District of Columbia
$7.91K
RFS
1514
Retirement Financial Solutions
Tennessee
$7.7K +$7.57K +74 New
TFP
1515
Tilia Fiduciary Partners
North Carolina
$7.36K +$102 +1 +1%
CP
1516
Castleview Partners
Texas
$7.29K
HWM
1517
HighMark Wealth Management
Minnesota
$7.24K +$102 +1 +1%
KFS
1518
Kelly Financial Services
Massachusetts
$7.18K
AFG
1519
Albion Financial Group
Utah
$6.87K
DWA
1520
Delos Wealth Advisors
Texas
$6.87K
HWP
1521
Highline Wealth Partners
California
$6.87K +$3.68K +36 +120%
FFL
1522
Financial Freedom LLC
Ohio
$6.78K +$6.65K +65 New
LTI
1523
Laffer Tengler Investments
Tennessee
$6.76K
FP
1524
Financial Perspectives
Minnesota
$6.56K
AWM
1525
Abound Wealth Management
Tennessee
$6.06K +$1.64K +16 +38%