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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
1926
Twin Peaks Wealth Advisors
California
– -$38.1K -317 Closed
HC
1927
Hoese & Co
Minnesota
– -$36K -302 Closed
PAMS
1928
Pinpoint Asset Management (Singapore)
– -$31.7K -266 Closed
WTFG
1929
Wood Tarver Financial Group
Idaho
– -$31K -260 Closed
BFPW
1930
BOK Financial Private Wealth
Colorado
– -$23.9K -200 Closed
CTC
1931
Cetera Trust Company
Minnesota
– -$23K -193 Closed
OWP
1932
ORG Wealth Partners
Texas
– -$21.7K -176 Closed
OWA
1933
Opal Wealth Advisors
New York
– -$20.2K -169 Closed
SO
1934
Sierra Ocean
California
– -$17.9K -149 Closed
CWIG
1935
Chung Wu Investment Group
Texas
– -$11.9K -100 Closed
HWM
1936
HighMark Wealth Management
Minnesota
– -$10.4K -87 Closed
MAWAG
1937
Mid-American Wealth Advisory Group
Missouri
– -$8.59K -72 Closed
PSFG
1938
Park Square Financial Group
Georgia
– -$8.11K -68 Closed
FCG
1939
Financial Connections Group
California
– -$7K -62 Closed
HIW
1940
Holos Integrated Wealth
Pennsylvania
– -$6.43K -54 Closed
MS
1941
Marshall & Sullivan
Washington
– -$5.96K -50 Closed
WCM
1942
WealthTrak Capital Management
Virginia
– -$2.39K -20 Closed
GC
1943
GFG Capital
Florida
– -$1.91K -16 Closed
PCA
1944
PMV Capital Advisers
Texas
– -$1.91K -16 Closed
DEM
1945
Disciplined Equity Management
Florida
– -$1.79K -15 Closed
Optiver Holding
1946
Optiver Holding
Netherlands
– -$1.67K -14 Closed
RI
1947
Ridgewood Investments
New Jersey
– -$1.67K -14 Closed
TIM
1948
Total Investment Management
Arizona
– -$1.19K -10 Closed