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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
OKSA
501
O'Keefe Stevens Advisory
New York
$1.81M +$59.1K +605 +3%
AMI
502
Amica Mutual Insurance
Rhode Island
$1.8M – – –
CSIC
503
Clifford Swan Investment Counsel
California
$1.78M -$168K -1,717 -8%
MLL
504
Moody Lynn & Lieberson
Massachusetts
$1.77M -$1.06M -10,812 -34%
SW
505
SVB Wealth
Massachusetts
$1.76M +$1.16M +11,848 +137%
MERSOM
506
Municipal Employees' Retirement System of Michigan
Michigan
$1.76M +$2M +20,420 New
HVIA
507
Hudson Valley Investment Advisors
New York
$1.76M +$346K +3,539 +21%
WAAG
508
Wealth Alliance Advisory Group
Kansas
$1.76M +$211K +2,160 +12%
FCI
509
Financial Counselors Inc
Kansas
$1.74M +$11.7K +120 +0.6%
BIC
510
Beach Investment Counsel
Pennsylvania
$1.74M – – –
FCBT
511
First Citizens Bank & Trust
North Carolina
$1.73M +$1.44M +14,753 +276%
WA
512
Wheatland Advisors
Pennsylvania
$1.73M -$14.6K -149 -0.7%
HIH
513
HRS Investment Holdings
New York
$1.72M +$489K +5,000 +33%
FMTCOCP
514
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.72M -$39.1K -400 -2%
FFWA
515
FRG Family Wealth Advisors
Washington
$1.71M -$180K -1,847 -9%
MPAM
516
Murphy Pohlad Asset Management
Minnesota
$1.68M -$66.1K -677 -3%
ECM
517
Everence Capital Management
Indiana
$1.68M +$652K +6,670 +52%
SWP
518
Stratos Wealth Partners
Ohio
$1.67M -$26.3K -269 -1%
FLI
519
Family Legacy Inc
South Carolina
$1.66M +$78K +798 +4%
IB
520
Intrust Bank
Kansas
$1.63M -$4.59K -47 -0.2%
TF
521
TIAA FSB
Florida
$1.62M -$134K -1,369 -7%
SS
522
Simplicity Solutions
Minnesota
$1.62M +$1.27M +12,985 +223%
Northwestern Mutual Wealth Management
523
Northwestern Mutual Wealth Management
Wisconsin
$1.62M +$344K +3,516 +23%
AHC
524
Adell Harriman & Carpenter
Texas
$1.62M -$133K -1,365 -7%
SI
525
Stephens Inc
Arkansas
$1.61M -$260K -2,658 -12%