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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
RFG
1876
RFP Financial Group
Georgia
– -$98.4K -697 Closed
KFS
1877
Kelly Financial Services
Massachusetts
– -$90K -637 Closed
TSWM
1878
Tyler-Stone Wealth Management
Ohio
– -$89.3K -632 Closed
CC
1879
Cypress Capital
Tennessee
– -$63.5K -450 Closed
NFSG
1880
Newbridge Financial Services Group
Florida
– -$48.8K -346 Closed
OWA
1881
Opal Wealth Advisors
New York
– -$34.2K -242 Closed
EC
1882
Elequin Capital
New York
– -$27.1K -192 Closed
CP
1883
Camelot Portfolios
Ohio
– -$17.5K -124 Closed
FWM
1884
Focused Wealth Management
New York
– -$17K -121 Closed
CJL
1885
Cyrus J. Lawrence
New York
– -$14K -104 Closed
TCG
1886
Transcendent Capital Group
Oklahoma
– -$12.7K -90 Closed
SWC
1887
Spectrum Wealth Counsel
Indiana
– -$10.6K -75 Closed
TCA
1888
Trifecta Capital Advisors
Illinois
– -$10K -71 Closed
FW
1889
Fairway Wealth
Ohio
– -$9.46K -67 Closed
TWP
1890
Triad Wealth Partners
Kansas
– -$9.18K -65 Closed
ETS
1891
ESL Trust Services
New York
– -$8.47K -60 Closed
CYG
1892
Clean Yield Group
Vermont
– -$7.76K -55 Closed
HH
1893
HWG Holdings
Texas
– -$4.38K -31 Closed
SWP
1894
SIMA Wealth Partners
Virginia
– -$4.38K -31 Closed
CP
1895
Castleview Partners
Texas
– -$2.82K -20 Closed
SIM
1896
Studio Investment Management
Illinois
– -$565 -4 Closed