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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
MTC
801
McDaniel Terry & Co
Texas
$623K
VDI
802
Vaughan David Investments
Illinois
$619K -$23.4K -233 -4%
Kovitz Investment Group Partners
803
Kovitz Investment Group Partners
Illinois
$619K +$5.01K +50 +0.8%
HSA
804
HBK Sorce Advisory
Pennsylvania
$617K +$2.31K +23 +0.4%
HCA
805
Heck Capital Advisors
Wisconsin
$617K
SRAM
806
Stone Ridge Asset Management
New York
$614K +$281K +2,800 +88%
IAA
807
Independent Advisor Alliance
North Carolina
$607K -$245K -2,448 -29%
VFA
808
Voya Financial Advisors
Connecticut
$601K -$44.1K -440 -7%
DCM
809
Driehaus Capital Management
Illinois
$600K -$215K -2,143 -27%
GCP
810
GSA Capital Partners
United Kingdom
$600K +$587K +5,859 New
DWT
811
Dorsey & Whitney Trust
South Dakota
$599K +$42.7K +426 +8%
HAG
812
HighPoint Advisor Group
Illinois
$599K +$100K +998 +25%
BSA
813
Bull Street Advisors
Georgia
$591K +$579K +5,776 New
RBFC
814
Roman Butler Fullerton & Co
Missouri
$590K -$32.4K -323 -5%
AI
815
ArchPoint Investors
Florida
$590K
BOPW
816
Brandywine Oak Private Wealth
Pennsylvania
$590K +$47K +469 +9%
WTC
817
WhitTier Trust Company
Nevada
$587K -$2.51K -25 -0.4%
DAS
818
Dynamic Advisor Solutions
Arizona
$586K +$200 +2 +0%
CWM
819
Cornerstone Wealth Management
Missouri
$582K -$27.5K -274 -5%
CS
820
Cannell & Spears
New York
$581K +$4.81K +48 +0.9%
SC
821
Saturna Capital
Washington
$579K -$45.1K -450 -7%
PT
822
Plimoth Trust
Massachusetts
$575K
BAM
823
Berkshire Asset Management
Pennsylvania
$575K +$6.11K +61 +1%
PNC
824
Park National Corp
Ohio
$570K -$3.51K -35 -0.6%
Lido Advisors
825
Lido Advisors
California
$569K +$229K +2,285 +70%