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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
LP
1601
LMR Partners
United Kingdom
$14.9K -$6.89M -61,396 -100%
NMG
1602
New Millennium Group
Utah
$14.6K +$112 +1 +0.8%
FWM
1603
Focused Wealth Management
New York
$14.3K – – –
TC
1604
Truvestments Capital
Florida
$14.2K – – –
CCP
1605
Carmel Capital Partners
California
$13.8K +$12.9K +115 New
FCT
1606
First Community Trust
Iowa
$13.3K – – –
LFA
1607
LGT Financial Advisors
Texas
$12.5K +$11.7K +104 New
KC
1608
Kenfarb & Co
Kentucky
$12.5K – – –
LFA
1609
Level Financial Advisors
New York
$12.1K – – –
AWM
1610
Abound Wealth Management
Tennessee
$12.1K +$3.7K +33 +49%
BC
1611
Barrett & Company
Rhode Island
$11.9K – – –
RWM
1612
Raffa Wealth Management
District of Columbia
$11.5K – – –
JSAM
1613
J. Safra Asset Management
New York
$11.1K – – –
AWA
1614
Authentikos Wealth Advisory
California
$9.25K +$8.64K +77 New
PA
1615
PSI Advisors
Florida
$9.01K -$673 -6 -7%
HWM
1616
HighMark Wealth Management
Minnesota
$8.62K +$112 +1 +1%
BWL
1617
Bogart Wealth LLC
Virginia
$7.81K -$112 -1 -2%
FP
1618
Financial Perspectives
Minnesota
$7.57K – – –
DWA
1619
Delos Wealth Advisors
Texas
$7.54K – – –
SHIM
1620
Stone House Investment Management
Pennsylvania
$7.38K – – –
MIM
1621
Macroview Investment Management
Maryland
$6.73K +$6.29K +56 New
FSWA
1622
Financial Synergies Wealth Advisors
Texas
$6.61K +$3.03K +27 +96%
CYG
1623
Clean Yield Group
Vermont
$6.17K – – –
MFT
1624
Moisand Fitzgerald Tamayo
Florida
$6.01K -$5.61K -50 -50%
FFL
1625
Financial Freedom LLC
Ohio
$6.01K -$1.68K -15 -23%
63 64
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