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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
WMA
1501
Wealth Management Associates
New Jersey
$207K +$186K +1,558 New
EWM
1502
Endowment Wealth Management
Wisconsin
$207K -$22.9K -192 -11%
RCM
1503
Radnor Capital Management
Pennsylvania
$207K +$186K +1,552 New
TF
1504
Tompkins Financial
New York
$206K
FFA
1505
Founders Financial Alliance
North Carolina
$205K +$184K +1,543 New
CD
1506
Chapin Davis
Maryland
$205K +$184K +1,540 New
TCOO
1507
Trust Company of Oklahoma
Oklahoma
$205K -$197K -1,652 -52%
IWN
1508
Independent Wealth Network
Iowa
$204K +$183K +1,529 New
CFA
1509
Cahill Financial Advisors
Minnesota
$202K -$17.8K -149 -9%
WA
1510
Wealthstream Advisors
New York
$202K +$181K +1,518 New
JWM
1511
Janiczek Wealth Management
Colorado
$202K +$1.67K +14 +0.9%
FOA
1512
Five Oceans Advisors
California
$202K +$181K +1,514 New
LWP
1513
LMG Wealth Partners
Louisiana
$201K +$181K +1,511 New
SAM
1514
Secure Asset Management
Michigan
$201K +$180K +1,507 New
DMBA
1515
Deseret Mutual Benefit Administrators
Utah
$201K -$52.8K -442 -23%
BIG
1516
Brooklyn Investment Group
New York
$201K +$180K +1,506 New
FSA
1517
Financial Security Advisor
Virginia
$200K +$180K +1,505 New
BCA
1518
Bay Colony Advisors
Massachusetts
$200K +$180K +1,504 New
SFG
1519
Sunburst Financial Group
Alabama
$200K +$180K +1,503 New
IGWM
1520
ICA Group Wealth Management
Colorado
$200K +$179K +1,499 New
CSC
1521
Caldwell Sutter Capital
California
$198K -$7.89K -66 -4%
HWA
1522
HHM Wealth Advisors
Tennessee
$194K
AssetMark Inc
1523
AssetMark Inc
California
$194K +$154K +1,292 +793%
ST
1524
Smithfield Trust
Pennsylvania
$191K +$19.7K +165 +13%
CLOS
1525
Compagnie Lombard Odier SCmA
Switzerland
$188K