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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
FMTCOCP
751
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$463K +$390K +4,968 +699%
XT
752
XTX Topco
Cayman Islands
$462K +$444K +5,662 New
Luther King Capital Management (LKCM)
753
Luther King Capital Management (LKCM)
Texas
$461K -$78.5K -1,000 -15%
CT
754
Coastline Trust
Rhode Island
$458K -$322K -4,110 -42%
IWA
755
Intercontinental Wealth Advisors
Texas
$458K +$2.12K +27 +0.5%
RBFC
756
Roman Butler Fullerton & Co
Missouri
$454K +$2.27K +29 +0.5%
PCA
757
Personal Capital Advisors
California
$453K +$436K +5,555 New
EAM
758
Erste Asset Management
Austria
$453K +$432K +5,500 New
PP
759
Patron Partners
Texas
$450K -$14.5K -185 -3%
OF
760
Outfitter Financial
Maine
$448K
PA
761
Procyon Advisors
Connecticut
$446K -$11K -140 -2%
BOPW
762
Brandywine Oak Private Wealth
Pennsylvania
$446K +$2.12K +27 +0.5%
PCM
763
Prelude Capital Management
New York
$446K +$429K +5,469 New
Vanguard Personalized Indexing Management
764
Vanguard Personalized Indexing Management
California
$446K +$429K +5,472 New
SWM
765
SeaCrest Wealth Management
New York
$444K +$27K +344 +7%
HAG
766
HighPoint Advisor Group
Illinois
$443K -$11.1K -141 -2%
GPA
767
Garrison Point Advisors
California
$441K -$23.5K -300 -5%
BA
768
Bennicas & Associates
California
$441K -$7.85K -100 -2%
CGL
769
Clarius Group LLC
Washington
$440K -$1.8K -23 -0.4%
LJAC
770
L.J. Altfest & Co
New York
$439K +$11.9K +152 +3%
CFGS
771
Concourse Financial Group Securities
Alabama
$439K +$16.5K +210 +4%
VBCG
772
Valley Brook Capital Group
Pennsylvania
$437K +$15.8K +201 +4%
SKK
773
Shepherd Kaplan Krochuk
Massachusetts
$436K -$141K -1,800 -25%
OPS
774
Orion Portfolio Solutions
Nebraska
$436K +$33.5K +427 +9%
AWA
775
Arkadios Wealth Advisors
Georgia
$434K +$30.2K +385 +8%