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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
901
Baldwin Wealth Partners
Massachusetts
$423K -$15.2K -135 -3%
Jones Financial Companies
902
Jones Financial Companies
Missouri
$423K -$3.82K -34 -0.9%
VIA
903
Vident Investment Advisory
Georgia
$422K -$69.1K -615 -14%
PCG
904
Private Capital Group
Connecticut
$422K +$4.05K +36 +1%
FSA
905
Franklin Street Advisors
North Carolina
$421K
OPTFSNA
906
Old Point Trust & Financial Services N A
Virginia
$421K +$45K +400 +12%
BFIM
907
Beese Fulmer Investment Management
Ohio
$419K
BCB
908
Brian C. Broderick
$419K
UF
909
Univest Financial
Pennsylvania
$418K -$43.8K -390 -9%
SRC
910
Shufro Rose & Co
New York
$416K -$67.5K -600 -14%
TCM
911
Tributary Capital Management
Nebraska
$416K -$22.5K -200 -5%
TWA
912
TCI Wealth Advisors
Arizona
$416K +$104K +921 +33%
PCAP
913
Pratt Collard Advisory Partners
New York
$415K
CG
914
CFO4Life Group
Texas
$414K +$415K +3,693 New
MPWT
915
MassMutual Private Wealth & Trust
Connecticut
$414K -$10.1K -90 -2%
GP
916
Girard Partners
Pennsylvania
$410K -$4.95K -44 -1%
EWA
917
EP Wealth Advisors
California
$410K +$22.5K +200 +6%
LPIC
918
LeJeune Puetz Investment Counsel
Michigan
$407K -$16.9K -150 -4%
BFC
919
Blue Fin Capital
Rhode Island
$406K -$8.32K -74 -2%
VCA
920
Verdence Capital Advisors
Maryland
$406K +$77.2K +687 +23%
MWPCG
921
Measured Wealth Private Client Group
New Hampshire
$406K +$407K +3,617 New
WPA
922
West Paces Advisors
Georgia
$406K +$156K +1,391 +63%
PG
923
Patten Group
Tennessee
$405K +$10K +89 +3%
BDF
924
Balasa Dinverno & Foltz
$405K +$35.7K +318 +10%
JIC
925
Joel Isaacson & Co
New York
$403K -$55K -489 -12%