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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
1701
Mowery & Schoenfeld Wealth Management
Illinois
$10.9K +$12.2K +96 New
OA
1702
Operose Advisors
Wisconsin
$10.9K -$10.2K -80 -45%
HNW
1703
High Note Wealth
Minnesota
$10.8K +$12.1K +95 New
HIW
1704
Holos Integrated Wealth
Pennsylvania
$10.3K +$11.4K +90 New
CPBTD
1705
Central Pacific Bank - Trust Division
Hawaii
$10.1K – – –
MAS
1706
MPWM Advisory Solutions
Georgia
$9.86K +$11.1K +87 New
PA
1707
Pineridge Advisors
Missouri
$9.78K +$127 +1 +1%
HWM
1708
HighMark Wealth Management
Minnesota
$9.77K +$127 +1 +1%
IWP
1709
IAG Wealth Partners
Wisconsin
$9.68K -$12.7K -100 -54%
Optiver Holding
1710
Optiver Holding
Netherlands
$9.46K +$10.6K +83 New
UOTTAIMCU
1711
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$9.23K – – –
AWM
1712
Abound Wealth Management
Tennessee
$9.19K -$3.05K -24 -23%
TFIAP
1713
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Poland
$9.11K – – –
KFP
1714
Keener Financial Planning
Texas
$9K – – –
S
1715
Sachetta
Massachusetts
$8.43K -$3.94K -31 -30%
RWM
1716
Raffa Wealth Management
District of Columbia
$8.43K – – –
DF
1717
Dunhill Financial
United Kingdom
$8.29K +$254 +2 +3%
PA
1718
PSI Advisors
Florida
$7.86K – – –
FP
1719
Financial Perspectives
Minnesota
$7.18K – – –
PWA
1720
Principia Wealth Advisory
Texas
$7.18K +$8.01K +63 New
TCG
1721
Transcendent Capital Group
Oklahoma
$7.06K +$7.89K +62 New
CFFP
1722
Center for Financial Planning
Michigan
$6.5K – – –
SAM
1723
Synergy Asset Management
Washington
$6.44K +$6.23K +49 New
CA
1724
Crewe Advisors
Utah
$6.38K -$127 -1 -2%
RTL
1725
Red Tortoise LLC
Georgia
$6.38K – – –