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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
GI
776
GAMCO Investors
Connecticut
$830K +$362K +2,940 +78%
CBA
777
Coastal Bridge Advisors
Connecticut
$830K +$828K +6,722 New
RIA
778
Retirement Investment Advisors
Oklahoma
$826K -$863 -7 -0.1%
MA
779
MCF Advisors
Kentucky
$823K -$1.6K -13 -0.2%
SC
780
Syon Capital
California
$823K +$41K +333 +5%
GWAG
781
Garrett Wealth Advisory Group
Texas
$822K +$29.9K +243 +4%
RIA
782
Regal Investment Advisors
Michigan
$809K +$91.3K +741 +13%
MIM
783
Miller Investment Management
Pennsylvania
$803K – – –
LFG
784
Larson Financial Group
Missouri
$796K +$162K +1,313 +26%
PBO
785
Peoples Bank (Ohio)
Ohio
$795K -$62.2K -505 -7%
VA
786
Valmark Advisers
Ohio
$792K -$38.3K -311 -5%
LFA
787
Legacy Financial Advisors
Kentucky
$791K -$7.15K -58 -0.9%
BB
788
Busey Bank
Illinois
$789K -$28.7K -233 -4%
CPIG
789
Chicago Partners Investment Group
Illinois
$787K +$105K +856 +13%
PIM
790
Penobscot Investment Management
Massachusetts
$787K -$53K -430 -6%
CPC
791
Cookson Peirce & Co
Pennsylvania
$786K +$120K +974 +18%
MWM
792
Mission Wealth Management
California
$785K +$91.6K +743 +13%
HAG
793
HighPoint Advisor Group
Illinois
$781K -$33.6K -273 -4%
PJWM
794
Philip James Wealth Mangement
Georgia
$781K +$123 +1 +0%
PCM
795
Poehling Capital Management
Wisconsin
$780K -$4.19K -34 -0.5%
DZ Bank
796
DZ Bank
Germany
$780K -$487K -3,951 -38%
EAM
797
Erste Asset Management
Austria
$779K +$789K +6,400 New
RPCONE
798
Retirement Planning Company of New England
Rhode Island
$779K +$12.7K +103 +2%
Aristotle Capital Management
799
Aristotle Capital Management
California
$776K -$52K -422 -6%
AFG
800
American Financial Group
Ohio
$772K – – –