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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
WPWM
1801
Western Pacific Wealth Management
Illinois
$12.3K – – –
RWM
1802
Raffa Wealth Management
District of Columbia
$12.1K – – –
WBC
1803
West Branch Capital
Massachusetts
$11.8K -$24.6K -183 -67%
BCM
1804
Blume Capital Management
California
$11.7K – – –
SWA
1805
SOA Wealth Advisors
New York
$11.5K +$135 +1 +1%
FP
1806
Financial Perspectives
Minnesota
$11.4K – – –
HHMI
1807
Howard Hughes Medical Institute
Maryland
$11.2K – – –
WCM
1808
Westend Capital Management
California
$11.1K – – –
T. Rowe Price Investment Management
1809
T. Rowe Price Investment Management
Maryland
$11K – – –
IWP
1810
IAG Wealth Partners
Wisconsin
$11K – – –
WA
1811
WPG Advisers
Maryland
$10.8K -$5.65K -42 -33%
MAS
1812
MPWM Advisory Solutions
Georgia
$10.7K +$135 +1 +1%
AWM
1813
Abound Wealth Management
Tennessee
$10.2K +$1.88K +14 +22%
STB
1814
S&T Bank
Pennsylvania
$10.1K -$1.35K -10 -11%
PWA
1815
Principia Wealth Advisory
Texas
$10.1K +$135 +1 +1%
YP
1816
YANKCOM Partnership
South Dakota
$9.55K – – –
NFSG
1817
Newbridge Financial Services Group
Florida
$9.16K +$9.56K +71 New
MFP
1818
Meramec Financial Planners
Missouri
$9.15K +$7.81K +58 New
CA
1819
Cresta Advisors
Texas
$9.03K +$9.42K +70 New
LB
1820
Legacy Bridge
Iowa
$9.03K +$9.42K +70 New
MSWM
1821
Mowery & Schoenfeld Wealth Management
Illinois
$9.03K +$9.42K +70 New
FFC
1822
First Financial Corp
Indiana
$8.9K – – –
NEWAS
1823
N.E.W. Advisory Services
Wisconsin
$8.89K +$135 +1 +1%
BCPWM
1824
Bradley & Co Private Wealth Management
Florida
$8.64K – – –
HWP
1825
Highline Wealth Partners
California
$8.53K – – –