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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
ZIC
826
ZWJ Investment Counsel
Georgia
$297K +$108K +1,340 +56%
EWA
827
EP Wealth Advisors
California
$296K -$42.5K -527 -12%
N
828
Natixis
France
$292K +$297K +3,688 New
BCM
829
BTR Capital Management
California
$291K -$103K -1,284 -26%
SWM
830
Segment Wealth Management
Texas
$291K -$3.38K -42 -1%
SA
831
SpiderRock Advisors
Delaware
$290K
KIA
832
KCM Investment Advisors
California
$289K
BHBT
833
Burke & Herbert Bank & Trust
Virginia
$288K
PAM
834
Private Asset Management
California
$288K
WA
835
WealthTrust Axiom
Pennsylvania
$288K +$322 +4 +0.1%
BB
836
Bell Bank
North Dakota
$287K -$4.43K -55 -1%
BSW
837
Buckingham Strategic Wealth
Missouri
$286K +$15.1K +187 +5%
Mirae Asset Global Investments
838
Mirae Asset Global Investments
South Korea
$286K +$290K +3,606 New
TNB
839
Thomasville National Bank
Georgia
$286K +$291K +3,614 New
HB
840
Homrich & Berg
Georgia
$283K +$85.1K +1,056 +42%
CS
841
Comerica Securities
Michigan
$282K -$56.7K -704 -17%
Carson Wealth (CWM LLC)
842
Carson Wealth (CWM LLC)
Nebraska
$282K -$40.2K -499 -12%
WPC
843
Waters Parkerson & Co
Louisiana
$281K -$49.7K -617 -15%
HA
844
Harbor Advisors
Florida
$281K
WA
845
WP Advisors
California
$280K +$27.6K +342 +11%
SCA
846
STALEY CAPITAL ADVISERS
Pennsylvania
$277K
DLA
847
Douglas Lane & Associates
New York
$276K -$725 -9 -0.3%
CIA
848
Capital Investment Advisors
Georgia
$276K +$2.34K +29 +0.8%
WT
849
Washington Trust
Rhode Island
$275K +$22.2K +275 +9%
IAA
850
Independent Advisor Alliance
North Carolina
$274K +$14K +174 +5%