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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
GT
676
Glenview Trust
Kentucky
$514K +$57.4K +978 +15%
CA
677
Clearstead Advisors
Ohio
$511K -$25.8K -440 -6%
CCA
678
Childress Capital Advisors
Texas
$507K +$426K +7,255 New
RP
679
Rowlandmiller & Partners
Georgia
$507K +$275K +4,689 +183%
BWM
680
BerganKDV Wealth Management
Minnesota
$506K +$8.22K +140 +2%
GWCM
681
Godshalk Welsh Capital Management
Pennsylvania
$504K
RE
682
RBC Europe
United Kingdom
$501K
APP
683
Avantax Planning Partners
Iowa
$501K -$256K -4,360 -38%
CST
684
Charles Schwab Trust
Nevada
$501K +$122K +2,071 +41%
SKK
685
Shepherd Kaplan Krochuk
Massachusetts
$500K -$41.1K -700 -9%
MSRPS
686
Maryland State Retirement & Pension System
Maryland
$500K +$415K +7,068 New
BBNA
687
Bremer Bank National Association
Minnesota
$499K -$23.1K -393 -5%
IFWM
688
Institute for Wealth Management
Colorado
$499K +$13K +222 +3%
PFSC
689
Peoples Financial Services Corp
Pennsylvania
$497K
First Manhattan
690
First Manhattan
New York
$496K -$4.58K -78 -1%
IAA
691
Independent Advisor Alliance
North Carolina
$496K +$119K +2,020 +40%
MIM
692
MTM Investment Management
South Carolina
$495K +$415K +7,071 New
CPO
693
Cerity Partners OCIO
New York
$491K -$1.62M -27,641 -80%
EFS
694
Essex Financial Services
Connecticut
$491K +$15.2K +259 +4%
RIM
695
Regent Investment Management
Kentucky
$487K -$352 -6 -0.1%
SW
696
SVB Wealth
Massachusetts
$485K -$132K -2,256 -25%
FBT
697
First Bankers Trust
Kentucky
$485K -$5.22K -89 -1%
BRWM
698
B. Riley Wealth Management
Tennessee
$485K
CI
699
Conning Inc
Connecticut
$482K -$8.22K -140 -2%
WAS
700
Wealth Advisory Solutions
Indiana
$478K +$9.16K +156 +2%