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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
876
Braver Wealth Management
Massachusetts
$202K +$14.8K +200 +8%
CFSG
877
Community Financial Services Group
Vermont
$201K
EA
878
Emerald Advisers
Pennsylvania
$201K +$207K +2,806 New
BIA
879
Barry Investment Advisors
Massachusetts
$200K +$206K +2,788 New
MBE
880
Michael B. Elefante
$197K
PFSC
881
Peoples Financial Services Corp
Pennsylvania
$194K -$11.1K -150 -5%
AIM
882
Acuity Investment Management
Ontario, Canada
$193K -$7.38K -100 -4%
PLFAM
883
Pineno Levin & Ford Asset Management
Virginia
$191K +$1.84K +25 +0.9%
RNS
884
Robert N. Shapiro
$190K +$1.55K +21 +0.8%
TSW
885
Thompson Siegel & Walmsley
Virginia
$187K
SEC
886
Seven Eight Capital
New York
$186K +$192K +2,596 New
MAM
887
Mizuho Asset Management
Japan
$184K +$43.7K +592 +30%
BRWM
888
B. Riley Wealth Management
Tennessee
$183K -$4.87K -66 -3%
W
889
Wealthfront
California
$177K -$113K -1,529 -38%
IRS
890
Invictus RG (Singapore)
Singapore
$176K +$35.2K +477 +24%
F
891
FolioMetrix
Nebraska
$173K +$174K +2,353 New
Victory Capital Management
892
Victory Capital Management
Texas
$171K +$176K +2,390 New
NES
893
New England Securities
New York
$169K -$47.7K -646 -22%
BOK
894
Bank of Kentucky
Kentucky
$164K
LWCFA
895
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$164K +$67.7K +918 +67%
CTA
896
Colonial Trust Advisors
South Carolina
$162K -$186K -2,517 -53%
SSG
897
Summit Securities Group
New York
$158K +$51.6K +700 +47%
FHA
898
First Horizon Advisors
Tennessee
$153K -$11.1K -151 -7%
PRS
899
Pinkerton Retirement Specialists
Idaho
$150K +$589K +7,980 New
JIC
900
Joel Isaacson & Co
New York
$147K