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Phillips 66

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