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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
T
1851
Tidemark
California
$5.06K – – –
CTC
1852
Cetera Trust Company
Minnesota
$4.9K – – –
HWP
1853
Highline Wealth Partners
California
$4.9K – – –
AFWM
1854
Abich Financial Wealth Management
Virginia
$4.74K -$106K -736 -96%
CFS
1855
CGC Financial Services
Oregon
$4.57K – – –
OLVIG
1856
Oliver Lagore Vanvalin Investment Group
Michigan
$4.25K -$1.58K -11 -30%
FWM
1857
FSA Wealth Management
Massachusetts
$4.13K – – –
DAM
1858
Delta Asset Management
Tennessee
$4.08K – – –
TCPG
1859
Trivant Custom Portfolio Group
California
$4.08K – – –
PVH
1860
Psagot Value Holdings
Israel
$4K – – –
W
1861
WealthCollab
Washington
$3.92K -$2.88K -20 -45%
MIM
1862
Macroview Investment Management
Maryland
$3.43K – – –
IHWM
1863
Iron Horse Wealth Management
Iowa
$3.27K – – –
CP
1864
Castleview Partners
Texas
$3.27K +$865 +6 +43%
TWD
1865
True Wealth Design
Ohio
$2.94K +$1.3K +9 +100%
WCM
1866
Westend Capital Management
California
$2.94K +$2.59K +18 New
HWA
1867
Heritage Wealth Advisors
Virginia
$2.61K – – –
SHIM
1868
Stone House Investment Management
Pennsylvania
$2.54K – – –
DF
1869
Dunhill Financial
United Kingdom
$2.47K -$2.59K -18 -55%
VF
1870
VitalStone Financial
Texas
$2K – – –
FRA
1871
Frank Rimerman Advisors
California
$1.8K – – –
AP
1872
Aspect Partners
Virginia
$1.63K – – –
FG
1873
Fairman Group
Pennsylvania
$1.31K – – –
SWM
1874
Sugarloaf Wealth Management
Georgia
$1.31K – – –
TWP
1875
TFO Wealth Partners
Ohio
$1.14K – – –