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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
726
Covington Capital Management
California
$809K – – –
GCM
727
Gables Capital Management
Florida
$806K -$56.2K -500 -7%
CRC
728
Curi RMB Capital
Illinois
$805K -$49.4K -439 -6%
AF
729
Advisornet Financial
Minnesota
$803K -$104K -929 -11%
CB
730
Community Bank
New York
$801K +$12.4K +110 +2%
SC
731
Searle & Co
Connecticut
$794K – – –
TU
732
TDAM USA
Ontario, Canada
$793K -$50K -445 -6%
Koshinski Asset Management
733
Koshinski Asset Management
Illinois
$792K +$21K +187 +3%
PLFAM
734
Pineno Levin & Ford Asset Management
Virginia
$783K – – –
BAM
735
Belpointe Asset Management
Nevada
$778K -$8.54K -76 -1%
DWA
736
Douglass Winthrop Advisors
New York
$777K +$18.9K +168 +2%
AFIA
737
America First Investment Advisors
Nebraska
$759K – – –
WSFS
738
Wilmington Savings Fund Society
Delaware
$755K +$64.2K +571 +9%
CFG
739
Citizens Financial Group
Rhode Island
$754K +$3.71K +33 +0.5%
FTC
740
Farmers Trust Company
Ohio
$749K -$22.4K -199 -3%
PFSC
741
Peoples Financial Services Corp
Pennsylvania
$744K – – –
GLA
742
Good Life Advisors
Pennsylvania
$738K +$40.6K +361 +6%
VFA
743
Valeo Financial Advisors
Indiana
$735K +$8.88K +79 +1%
LW
744
Linscomb Wealth
Texas
$735K +$9.78K +87 +1%
VDI
745
Vaughan David Investments
Illinois
$730K -$70K -623 -9%
GWCM
746
Godshalk Welsh Capital Management
Pennsylvania
$727K -$16.9K -150 -2%
BA
747
Bennicas & Associates
California
$726K – – –
BBHC
748
Brown Brothers Harriman & Co
New York
$725K -$27.7K -246 -4%
P
749
Pitcairn
Pennsylvania
$723K -$54.2K -482 -7%
SFA
750
Sequoia Financial Advisors
Ohio
$721K -$225 -2 -0%