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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
LPIC
926
LeJeune Puetz Investment Counsel
Michigan
$344K +$56.8K +581 +17%
PCG
927
Private Capital Group
Connecticut
$343K -$8.5K -87 -2%
WIA
928
Westbourne Investment Advisors
Maryland
$343K
JIC
929
Joel Isaacson & Co
New York
$342K +$8.99K +92 +3%
IAMOG
930
Investors Asset Management of Georgia
Georgia
$341K -$24.4K -250 -6%
TIA
931
Tiemann Investment Advisors
California
$339K
BA
932
Boston Advisors
Massachusetts
$338K -$4.01K -41 -1%
CAM
933
Columbia Asset Management
Michigan
$338K
WPC
934
Waters Parkerson & Co
Louisiana
$338K
BDF
935
Balasa Dinverno & Foltz
$338K +$24.1K +247 +7%
CFGS
936
Concourse Financial Group Securities
Alabama
$338K +$145K +1,479 +60%
BWP
937
Baldwin Wealth Partners
Massachusetts
$337K
PL
938
Perpetual Ltd
Australia
$337K
FGC
939
Financial Gravity Companies
Texas
$336K +$348K +3,566 New
LC
940
LCNB Corp
Ohio
$335K +$201K +2,056 +112%
WSTAM
941
Wilbanks Smith & Thomas Asset Management
Virginia
$333K -$4.4K -45 -1%
CA
942
Centerpoint Advisors
Massachusetts
$332K
FFBTD
943
First Financial Bank - Trust Division
Ohio
$331K -$91K -931 -19%
WPW
944
Waldron Private Wealth
Pennsylvania
$329K +$102K +1,041 +37%
AIA
945
Avalon Investment & Advisory
Texas
$326K -$318K -3,255 -46%
UR
946
USCA RIA
Texas
$326K +$21.2K +217 +6%
JC
947
Jacobs & Co
California
$325K
TCOV
948
Trust Company of Vermont
Vermont
$324K +$23.7K +243 +7%
OPTFSNA
949
Old Point Trust & Financial Services N A
Virginia
$323K -$19.5K -200 -5%
Lido Advisors
950
Lido Advisors
California
$322K -$10.3K -105 -3%