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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
HAG
826
HighPoint Advisor Group
Illinois
$469K -$95K -972 -17%
BIM
827
Bridges Investment Management
Nebraska
$469K +$312K +3,190 +142%
RBFC
828
Roman Butler Fullerton & Co
Missouri
$463K +$486K +4,977 New
BCM
829
BlueCrest Capital Management
Jersey
$462K -$175K -1,795 -25%
FFA
830
First Foundation Advisors
California
$462K +$10.9K +112 +2%
SCM
831
Southport Capital Management
Tennessee
$462K +$18.8K +192 +4%
DWT
832
Dorsey & Whitney Trust
South Dakota
$460K -$63.7K -652 -11%
ATC
833
Adirondack Trust Company
New York
$459K -$1.07K -11 -0.2%
TFA
834
Transamerica Financial Advisors
Florida
$458K -$683K -6,992 -57%
CL
835
Choreo LLC
Illinois
$458K -$5.28K -54 -1%
PCM
836
Poehling Capital Management
Wisconsin
$456K -$29K -297 -5%
WG
837
Welch Group
Alabama
$453K – – –
HSA
838
HBK Sorce Advisory
Pennsylvania
$452K +$27K +276 +6%
NSAM
839
North Star Asset Management
Wisconsin
$451K – – –
CWM
840
Cordatus Wealth Management
Pennsylvania
$451K +$512K +5,237 New
BOPW
841
Brandywine Oak Private Wealth
Pennsylvania
$450K +$511K +5,229 New
Dodge & Cox
842
Dodge & Cox
California
$448K – – –
GT
843
Greenleaf Trust
Michigan
$443K -$71.3K -730 -12%
BEC
844
Blue Edge Capital
Virginia
$443K +$977 +10 +0.2%
PGWM
845
Parisi Gray Wealth Management
New Jersey
$442K -$415K -4,251 -45%
SG
846
Somerset Group
Minnesota
$442K -$6.06K -62 -1%
AWE
847
Avidian Wealth Enterprises
Texas
$442K +$22K +225 +5%
GIA
848
Guyasuta Investment Advisors
Pennsylvania
$440K +$2.54K +26 +0.5%
WTB
849
Washington Trust Bank
Washington
$439K -$90.4K -925 -15%
ECM
850
Evergreen Capital Management
Washington
$439K +$120K +1,226 +32%