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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
RCA
851
Rowland Carmichael Advisors
Arizona
$266K +$404K +4,959 New
FMTC
852
Farmers & Merchants Trust Company
California
$265K +$17.3K +213 +5%
FSWA
853
Financial Synergies Wealth Advisors
Texas
$264K +$149K +1,832 +59%
MIC
854
Means Investment Company
Maine
$264K -$1.3K -16 -0.4%
UF
855
Univest Financial
Pennsylvania
$264K +$129K +1,588 +48%
AWS
856
AJ Wealth Strategies
New York
$264K +$401K +4,922 New
Acadian Asset Management
857
Acadian Asset Management
Massachusetts
$263K -$178K -2,183 -31%
RPC
858
Rossmore Private Capital
Connecticut
$263K -$6.18K -76 -2%
CIC
859
Crawford Investment Counsel
Georgia
$262K -$7K -86 -2%
AIM
860
Anchor Investment Management
South Carolina
$261K
AWE
861
Avidian Wealth Enterprises
Texas
$261K +$154K +1,891 +64%
BEC
862
Blue Edge Capital
Virginia
$261K -$24.1K -296 -6%
PFM
863
Premier Fund Managers
United Kingdom
$260K -$3.85M -47,256 -91%
SFI
864
SPC Financial Inc
Maryland
$258K +$2.44K +30 +0.6%
SCP
865
Stamos Capital Partners
California
$258K +$391K +4,808 New
SWM
866
Segment Wealth Management
Texas
$257K -$1.91M -23,446 -83%
IAA
867
Independent Advisor Alliance
North Carolina
$257K -$30.4K -373 -7%
BPC
868
Banque Pictet & Cie
Switzerland
$257K
CFG
869
Capstone Financial Group
Oklahoma
$257K
SF
870
Symphony Financial
Texas
$256K +$385K +4,725 New
LHC
871
Little House Capital
Massachusetts
$255K -$25K -307 -6%
PNC
872
Park National Corp
Ohio
$255K -$20.3K -250 -5%
GCP
873
GSA Capital Partners
United Kingdom
$252K -$741K -9,111 -66%
EWA
874
EP Wealth Advisors
California
$252K -$484K -5,945 -56%
JHCP
875
Jackson Hole Capital Partners
Oklahoma
$252K