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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
DWA
1501
Delos Wealth Advisors
Texas
$6.3K – – –
BWL
1502
Bogart Wealth LLC
Virginia
$6.29K +$6.32K +65 +6,500%
FFL
1503
Financial Freedom LLC
Ohio
$6.21K – – –
FP
1504
Financial Perspectives
Minnesota
$6.01K – – –
AssetMark Inc
1505
AssetMark Inc
California
$5.91K +$6.03K +62 New
SHIM
1506
Stone House Investment Management
Pennsylvania
$5.82K – – –
CYG
1507
Clean Yield Group
Vermont
$5.25K – – –
CCMW
1508
Cypress Capital Management (Wyoming)
Wyoming
$4.77K – – –
MCA
1509
Maryland Capital Advisors
Maryland
$4.39K – – –
BCPWM
1510
Bradley & Co Private Wealth Management
Florida
$4.2K – – –
ETC
1511
Exchange Traded Concepts
Oklahoma
$4.2K +$680 +7 +19%
CMA
1512
Cedar Mountain Advisors
Oregon
$4.01K – – –
RDIA
1513
RE Dickinson Investment Advisors
Iowa
$4K – – –
CAS
1514
Coppell Advisory Solutions
Texas
$3.78K +$3.89K +40 New
TJHA
1515
Thomas J. Herzfeld Advisors
Florida
$3.62K – – –
CQS
1516
Credential Qtrade Securities
$3.05K – – –
HCM
1517
Horrell Capital Management
Arkansas
$3K – – –
KFP
1518
KB Financial Partners
New Jersey
$3K – – –
PVH
1519
Psagot Value Holdings
Israel
$3K +$2.63K +27 New
HWP
1520
Highline Wealth Partners
California
$2.86K – – –
FSWA
1521
Financial Synergies Wealth Advisors
Texas
$2.67K -$34K -350 -93%
CFS
1522
CGC Financial Services
Oregon
$2.67K +$2.72K +28 New
IBOK
1523
Independence Bank of Kentucky
Kentucky
$2.38K – – –
TCPG
1524
Trivant Custom Portfolio Group
California
$2.38K – – –
FCG
1525
Financial Connections Group
California
$2K – – –