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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
WMA
1576
Wealth Management Associates
New Jersey
$220K +$432 +3 +0.2%
VPA
1577
Vernal Point Advisors
California
$220K +$194K +1,349 New
WA
1578
Wealthstream Advisors
New York
$219K -$25.9K -180 -12%
PAG
1579
Private Advisory Group
Washington
$218K +$192K +1,335 New
Members Trust
1580
Members Trust
Florida
$218K +$192K +1,332 New
EDRIA
1581
Edmonds Duncan Registered Investment Advisors
Kansas
$217K +$192K +1,330 New
MAM
1582
MMA Asset Management
Pennsylvania
$217K -$14.1K -98 -6%
CM
1583
Capula Management
Cayman Islands
$217K +$191K +1,326 New
NHC
1584
Nicholas Hoffman & Company
Georgia
$216K -$56.2K -390 -23%
WP
1585
WealthPLAN Partners
Nebraska
$216K +$190K +1,320 New
EWM
1586
Elevatus Welath Management
New York
$215K +$190K +1,318 New
MA
1587
MBA Advisors
Pennsylvania
$215K +$190K +1,317 New
JEST
1588
JTC Employer Solutions Trustee
Jersey
$215K
TLA
1589
Tanglewood Legacy Advisors
Texas
$214K
SMH
1590
Sanders Morris Harris
Texas
$214K +$189K +1,312 New
SFWA
1591
Summit Financial Wealth Advisors
Louisiana
$214K +$189K +1,312 New
CA
1592
Cornerstone Advisory
Maryland
$214K +$188K +1,308 New
WDA
1593
Wendell David Associates
New Hampshire
$213K +$188K +1,305 New
AWM
1594
Aberdeen Wealth Management
Illinois
$213K +$188K +1,304 New
CPA
1595
Cardiff Park Advisors
California
$213K +$188K +1,304 New
GPI
1596
General Partner Inc
Pennsylvania
$213K +$80.8K +561 +76%
WCM Investment Management
1597
WCM Investment Management
California
$213K +$187K +1,301 New
TA
1598
TruWealth Advisors
Louisiana
$212K +$187K +1,299 New
CWC
1599
Carolinas Wealth Consulting
North Carolina
$212K +$432 +3 +0.2%
CWM
1600
Collaborative Wealth Management
Florida
$212K +$187K +1,298 New