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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
801
Sawgrass Asset Management
Florida
$325K +$335K +4,102 New
CC
802
Courier Capital
New York
$324K +$86.9K +1,064 +35%
ST
803
Spinnaker Trust
Maine
$323K -$27.8K -340 -8%
TA
804
Tiedemann Advisors
New York
$323K – – –
HSA
805
HBK Sorce Advisory
Pennsylvania
$321K +$34.6K +424 +12%
PCMM
806
Private Capital Management (Minnesota)
Minnesota
$313K -$89.8K -1,100 -22%
CA
807
CapWealth Advisors
Tennessee
$312K -$3.27K -40 -1%
BAM
808
Berkshire Asset Management
Pennsylvania
$311K +$15.1K +185 +5%
IIM
809
Ipswich Investment Management
Massachusetts
$310K – – –
AUB
810
Atlantic Union Bankshares
Virginia
$308K -$6.53K -80 -2%
Group One Trading
811
Group One Trading
Illinois
$308K +$317K +3,881 New
TIA
812
Tiemann Investment Advisors
California
$307K -$55.5K -680 -15%
MMPW
813
Mitchell McLeod Pugh & Williams
Alabama
$307K +$11K +135 +4%
FWP
814
FAS Wealth Partners
Kansas
$305K -$1.8K -22 -0.6%
GT
815
Greenleaf Trust
Michigan
$303K – – –
LDB
816
Lee, Danner & Bass
Tennessee
$303K +$18K +220 +6%
PBO
817
Peoples Bank (Ohio)
Ohio
$303K +$312K +3,820 New
BFIM
818
Beese Fulmer Investment Management
Ohio
$302K +$1.06K +13 +0.3%
DLA
819
Douglas Lane & Associates
New York
$302K +$311K +3,805 New
PAM
820
Private Asset Management
California
$301K -$22.1K -270 -7%
NFG
821
Nations Financial Group
Iowa
$299K +$16.7K +205 +6%
FMLI
822
Fukoku Mutual Life Insurance
Japan
$298K +$49K +600 +19%
OPTFSNA
823
Old Point Trust & Financial Services N A
Virginia
$294K -$7.59K -93 -2%
AW
824
ACG Wealth
Georgia
$292K +$12K +147 +4%
RBC
825
Ronald Blue & Co
Georgia
$292K +$18.9K +231 +7%