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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
SFCL
1751
Strengthening Families & Communities LLC
Massachusetts
$11.8K +$11K +86 New
WCM
1752
Westend Capital Management
California
$11.7K
IWP
1753
IAG Wealth Partners
Wisconsin
$11.6K
ABWM
1754
Alpine Bank Wealth Management
Colorado
$11.3K
MAS
1755
MPWM Advisory Solutions
Georgia
$11.1K +$128 +1 +1%
KFP
1756
Keener Financial Planning
Texas
$11K
T. Rowe Price Investment Management
1757
T. Rowe Price Investment Management
Maryland
$11K +$10.2K +80 New
PWA
1758
Principia Wealth Advisory
Texas
$10.5K +$256 +2 +3%
HFS
1759
Hopwood Financial Services
Virginia
$10.2K
BL
1760
BFSG LLC
California
$10.2K +$9.61K +75 New
YP
1761
YANKCOM Partnership
South Dakota
$10.1K -$13.6K -106 -59%
AWM
1762
Activest Wealth Management
Florida
$9.79K +$897 +7 +11%
FFC
1763
First Financial Corp
Indiana
$9.38K
NEWAS
1764
N.E.W. Advisory Services
Wisconsin
$9.29K
NC
1765
North Capital
Utah
$9.25K
AFG
1766
Albion Financial Group
Utah
$9.11K
BCPWM
1767
Bradley & Co Private Wealth Management
Florida
$9.11K +$2.95K +23 +52%
LC
1768
Lavaca Capital
Texas
$8.98K
HWP
1769
Highline Wealth Partners
California
$8.97K
AWM
1770
Abound Wealth Management
Tennessee
$8.87K
CA
1771
Crewe Advisors
Utah
$8.43K +$2.18K +17 +38%
CFFP
1772
Center for Financial Planning
Michigan
$7.75K
ACM
1773
Accent Capital Management
Ohio
$7.75K +$7.3K +57 New
MWM
1774
Mascoma Wealth Management
New Hampshire
$7.34K +$6.92K +54 New
ACM
1775
Anfield Capital Management
California
$7.21K