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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
1001
STALEY CAPITAL ADVISERS
Pennsylvania
$333K – – –
BW
1002
Bison Wealth
Georgia
$329K +$3.52K +37 +1%
FLPIM
1003
F.L. Putnam Investment Management
Massachusetts
$329K +$10.4K +109 +3%
FRM
1004
Fox Run Management
Connecticut
$329K +$328K +3,453 New
BP
1005
Ballentine Partners
Massachusetts
$328K -$2K -21 -0.6%
TA
1006
TFG Advisers
Michigan
$328K +$2.19K +23 +0.7%
BHBT
1007
Burke & Herbert Bank & Trust
Virginia
$327K – – –
SRC
1008
Shufro Rose & Co
New York
$327K – – –
MFW
1009
Mosaic Family Wealth
Missouri
$327K +$4.28K +45 +1%
Jones Financial Companies
1010
Jones Financial Companies
Missouri
$327K +$15.6K +164 +5%
TWM
1011
Tolleson Wealth Management
Texas
$326K – – –
BA
1012
BKS Advisors
Michigan
$325K -$66.5K -700 -17%
LKIM
1013
Lawson Kroeker Investment Management
Nebraska
$325K -$7.13K -75 -2%
MWM
1014
Modera Wealth Management
New Jersey
$325K +$85.3K +897 +36%
BAM
1015
Barrett Asset Management
New York
$323K – – –
IA
1016
IFG Advisory
Georgia
$323K +$15.1K +159 +5%
HWMG
1017
Hurlow Wealth Management Group
Indiana
$322K -$3.23K -34 -1%
IIM
1018
Ipswich Investment Management
Massachusetts
$322K – – –
WOC
1019
West Oak Capital
California
$321K -$2.38K -25 -0.7%
RGC
1020
Roberts, Glore & Co
Illinois
$320K -$14.3K -150 -4%
FSA
1021
Franklin Street Advisors
North Carolina
$320K -$1.43K -15 -0.4%
FHA
1022
First Horizon Advisors
Tennessee
$318K +$1.52K +16 +0.5%
WorldQuant Millennium Advisors
1023
WorldQuant Millennium Advisors
New York
$317K +$8.18K +86 +3%
AIM
1024
Allen Investment Management
New York
$316K – – –
BB
1025
Bell Bank
North Dakota
$315K -$1.43K -15 -0.5%