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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
PGF
976
Plan Group Financial
Oklahoma
$497K +$496K +4,022 New
PR
977
Payden & Rygel
California
$494K – – –
OFC
978
Oakland Financial Corp
$494K -$246K -2,000 -33%
KCIC
979
Kuhn & Co Investment Counsel
Illinois
$490K – – –
LSA
980
Leonteq Securities AG
Switzerland
$490K -$208K -1,684 -30%
GFP
981
Gryphon Financial Partners
Ohio
$487K +$6.66K +54 +1%
SPWG
982
Syntegra Private Wealth Group
Missouri
$486K +$8.13K +66 +2%
KP
983
Keel Point
Alabama
$481K +$58.7K +476 +14%
HI
984
Harbour Investments
Wisconsin
$480K +$28.2K +229 +6%
FMB
985
Field & Main Bank
Kentucky
$479K -$1.23K -10 -0.3%
PGAM
986
Princeton Global Asset Management
New Jersey
$479K +$493 +4 +0.1%
AO
987
Advisor OS
Illinois
$478K -$10.6K -86 -2%
SEP
988
Southland Equity Partners
Missouri
$478K +$6.29K +51 +1%
GWA
989
Gratus Wealth Advisors
Virginia
$478K +$134K +1,091 +39%
BAWM
990
Bennett Associates Wealth Management
Pennsylvania
$477K -$53.9K -437 -10%
JGUA
991
John G. Ullman & Associates
New York
$475K – – –
ACP
992
Argyle Capital Partners
California
$475K – – –
REMPR
993
Roof Eidam Maycock Peralta (REMP)
California
$475K -$15.9K -129 -3%
AIP
994
Arrowpoint Investment Partners
Singapore
$474K +$473K +3,840 New
VDI
995
Vaughan David Investments
Illinois
$474K -$17.7K -144 -4%
ST
996
Spinnaker Trust
Maine
$474K – – –
RP
997
Riverwater Partners
Wisconsin
$473K +$11.3K +92 +2%
SWM
998
SeaCrest Wealth Management
New York
$473K +$3.94K +32 +0.8%
TSW
999
Three Seasons Wealth
Utah
$472K – – –
EFS
1000
Essex Financial Services
Connecticut
$472K -$250K -2,030 -35%