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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
EA
976
Edge Advisors
Georgia
$260K
MAM
977
Martingale Asset Management
Massachusetts
$260K +$263K +2,706 New
ACM
978
Argent Capital Management
Missouri
$259K
SFFS
979
Stonehage Fleming Financial Services
Jersey
$259K
EWM
980
Empirical Wealth Management
Washington
$259K +$24.3K +250 +10%
DI
981
Diligent Investors
California
$257K
FLPIM
982
F.L. Putnam Investment Management
Massachusetts
$256K
DLA
983
Douglas Lane & Associates
New York
$254K -$11.2K -115 -4%
II
984
Inspire Investing
Idaho
$252K +$73.3K +753 +40%
DDC
985
DF Dent & Co
Maryland
$252K +$256K +2,630 New
KIA
986
KCM Investment Advisors
California
$250K -$7.79K -80 -3%
CCMG
987
Clark Capital Management Group
Pennsylvania
$248K -$80.5K -827 -24%
AssetMark Inc
988
AssetMark Inc
California
$247K -$30.9K -317 -11%
AFG
989
Albion Financial Group
Utah
$247K +$97 +1 +0%
TFO
990
Tarbox Family Office
California
$247K +$973 +10 +0.4%
TCOO
991
Trust Company of Oklahoma
Oklahoma
$246K -$59.2K -608 -19%
SBSB
992
Sullivan, Bruyette, Speros & Blaney
Virginia
$246K
WAG
993
Winthrop Advisory Group
Massachusetts
$246K +$1.56K +16 +0.7%
PMFA
994
Plante Moran Financial Advisors
Michigan
$245K +$99K +1,017 +66%
CNB
995
Camden National Bank
Maine
$241K
PIA
996
Peachtree Investment Advisors
Georgia
$240K -$11.2K -115 -4%
VCM
997
Virtue Capital Management
Tennessee
$240K +$131K +1,347 +167%
GAMA
998
Graticule Asia Macro Advisors
New York
$240K +$243K +2,500 New
RCAG
999
Rehmann Capital Advisory Group
Michigan
$239K -$97 -1 -0%
CB
1000
Cadence Bank
Mississippi
$239K