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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
1526
Financial Perspectives
Minnesota
$6.39K – – –
SHIM
1527
Stone House Investment Management
Pennsylvania
$6.14K +$6.2K +61 New
AWM
1528
Abound Wealth Management
Tennessee
$5.9K – – –
MFG
1529
Mendota Financial Group
Wisconsin
$5.69K -$71.9K -707 -91%
CYG
1530
Clean Yield Group
Vermont
$5.58K – – –
CCMW
1531
Cypress Capital Management (Wyoming)
Wyoming
$5.07K – – –
MIA
1532
Milestone Investment Advisors
Wisconsin
$5.07K +$5.08K +50 New
MWA
1533
Miller Wealth Advisors
Colorado
$5K -$107K -1,057 -96%
MCA
1534
Maryland Capital Advisors
Maryland
$4.66K – – –
BCPWM
1535
Bradley & Co Private Wealth Management
Florida
$4.46K – – –
CMA
1536
Cedar Mountain Advisors
Oregon
$4.26K – – –
RDIA
1537
RE Dickinson Investment Advisors
Iowa
$4K – – –
TJHA
1538
Thomas J. Herzfeld Advisors
Florida
$3.85K – – –
ETC
1539
Exchange Traded Concepts
Oklahoma
$3.75K +$1.02K +10 +37%
IAS
1540
IMA Advisory Services
Colorado
$3.35K – – –
CQS
1541
Credential Qtrade Securities
$3.24K +$3.25K +32 New
HWP
1542
Highline Wealth Partners
California
$3.04K -$3.66K -36 -55%
FCG
1543
Financial Connections Group
California
$3K – – –
HCM
1544
Horrell Capital Management
Arkansas
$3K – – –
KFP
1545
KB Financial Partners
New Jersey
$3K – – –
GFWA
1546
Grey Fox Wealth Advisors
Delaware
$2.84K +$2.85K +28 New
KM
1547
Kalos Management
Georgia
$2.84K +$2.85K +28 New
IBOK
1548
Independence Bank of Kentucky
Kentucky
$2.54K – – –
TCPG
1549
Trivant Custom Portfolio Group
California
$2.54K +$2.54K +25 New
IHWM
1550
Iron Horse Wealth Management
Iowa
$2.03K +$1.93K +19 +1,900%
60 61
62
63 64