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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
576
Marion Wealth Management
Pennsylvania
$849K +$886K +11,720 New
SCM
577
Silvant Capital Management
Georgia
$847K -$52.2K -691 -6%
FQ
578
First Quadrant
California
$847K – – –
DA
579
DCM Advisors
New York
$845K +$203K +2,691 +30%
GA
580
Greytown Advisors
Florida
$841K -$64K -847 -7%
AWA
581
Arkadios Wealth Advisors
Georgia
$835K +$277K +3,659 +47%
KNW
582
Kesler Norman & Wride
Utah
$834K +$17.2K +227 +2%
ClearBridge Investments
583
ClearBridge Investments
New York
$832K -$175K -2,320 -17%
PCMK
584
Paragon Capital Management (Kansas)
Kansas
$821K +$11K +145 +1%
PPW
585
Parcion Private Wealth
Washington
$815K – – –
JWM
586
Jeppson Wealth Management
California
$803K -$55K -728 -6%
SAM
587
Silvercrest Asset Management
New York
$801K – – –
CAI
588
Capital Advisors Inc
Oklahoma
$800K -$17.8K -235 -2%
FT
589
Fiduciary Trust
Massachusetts
$799K -$88.7K -1,174 -10%
SWM
590
Spire Wealth Management
Virginia
$792K -$44.5K -589 -5%
BFA
591
Bragg Financial Advisors
North Carolina
$790K – – –
FBC
592
Fairfield, Bush & Co
Connecticut
$789K +$73.7K +975 +10%
1CP
593
17 Capital Partners
Arizona
$784K -$18.7K -247 -2%
SYBT
594
Stock Yards Bank & Trust
Kentucky
$783K +$92.2K +1,220 +13%
BSW
595
Buckingham Strategic Wealth
Missouri
$780K +$178K +2,361 +28%
PP
596
Prudential plc
United Kingdom
$777K +$811K +10,723 New
LNWWM
597
Laird Norton Wetherby Wealth Management
California
$769K +$85.9K +1,136 +12%
HVIA
598
Hudson Valley Investment Advisors
New York
$762K -$5.67K -75 -0.7%
LNC
599
Lincoln National Corp
Pennsylvania
$762K +$11.5K +152 +1%
YIA
600
YHB Investment Advisors
Connecticut
$761K +$42.3K +559 +6%