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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
LAS
1601
Lloyd Advisory Services
Georgia
– -$1K -8 Closed
BWL
1602
Bogart Wealth LLC
Virginia
– -$81 -1 -50%
TFA
1603
Transamerica Financial Advisors
Florida
– -$1K -1 Closed
RDWM
1604
Red Door Wealth Management
Tennessee
– +$1.06K +13 New