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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
NSIM
651
North Star Investment Management
Illinois
$449K +$305 +5 +0.1%
AG
652
Algert Global
California
$449K +$333K +5,449 +170%
PGIM
653
Pacific Global Investment Management
California
$448K -$1.15M -18,906 -69%
WAM
654
Wealthspire Advisors (Maryland)
Maryland
$447K -$9.15K -150 -2%
PAM
655
Palisade Asset Management
Minnesota
$445K +$61 +1 +0%
CCT
656
Chemung Canal Trust
New York
$441K -$1.29M -21,068 -71%
Fuller & Thaler Asset Management
657
Fuller & Thaler Asset Management
California
$441K
MNBTD
658
Moody National Bank Trust Division
Texas
$438K -$7.38K -121 -1%
TA
659
Tiedemann Advisors
New York
$432K +$19.3K +317 +4%
EP
660
Eudaimonia Partners
Tennessee
$430K -$915 -15 -0.2%
ANI
661
American National Insurance
Texas
$430K
RG
662
Retirement Group
California
$430K
WA1
663
Wimmer Associates 1
California
$429K +$7.63K +125 +2%
BSA
664
Bull Street Advisors
Georgia
$428K
MYIA
665
Mount Yale Investment Advisors
Colorado
$425K -$852K -13,956 -63%
MGIA
666
Matthew Goff Investment Advisor
Texas
$425K -$11.4K -186 -2%
SCA
667
Salient Capital Advisors
Texas
$425K +$19.3K +316 +4%
HAIM
668
Hunter Associates Investment Management
Pennsylvania
$421K -$36.6K -600 -7%
CCMD
669
Cypress Capital Management (Delaware)
Delaware
$420K -$176K -2,876 -26%
JF
670
Jump Financial
Illinois
$420K +$494K +8,100 New
PPW
671
Parcion Private Wealth
Washington
$415K -$22.6K -371 -4%
BS
672
Boenning & Scattergood
Pennsylvania
$413K -$47.4K -776 -9%
PWPS
673
Pinnacle Wealth Planning Services
Ohio
$412K -$13.9K -228 -3%
CAG
674
Csenge Advisory Group
Florida
$408K -$251K -4,114 -34%
SKK
675
Shepherd Kaplan Krochuk
Massachusetts
$407K +$174K +2,850 +57%