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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1001
EverSource Wealth Advisors
Alabama
$326K +$62.1K +738 +24%
ARMC
1002
American Research & Management Company
Massachusetts
$324K – – –
KIA
1003
KCM Investment Advisors
California
$323K -$21.5K -256 -6%
CIM
1004
Corbyn Investment Management
Maryland
$321K – – –
APP
1005
Avantax Planning Partners
Iowa
$321K +$1.85K +22 +0.6%
IWM
1006
IHT Wealth Management
Illinois
$320K +$312K +3,705 New
FM
1007
Foster & Motley
Ohio
$318K -$46.9K -557 -13%
SIM
1008
Sentry Investment Management
Wisconsin
$318K -$18K -214 -5%
WG
1009
Welch Group
Alabama
$317K +$28.9K +343 +10%
BHWM
1010
Beaird Harris Wealth Management
Texas
$316K – – –
IAMOG
1011
Investors Asset Management of Georgia
Georgia
$315K – – –
JE
1012
JMAC Enterprises
Pennsylvania
$314K – – –
Fuller & Thaler Asset Management
1013
Fuller & Thaler Asset Management
California
$312K -$109K -1,300 -26%
TCM
1014
Tributary Capital Management
Nebraska
$311K -$16.8K -200 -5%
Dodge & Cox
1015
Dodge & Cox
California
$311K – – –
HC
1016
HNP Capital
New York
$310K -$15.8K -188 -5%
VRM
1017
Vectors Research Management
New York
$310K -$15.8K -188 -5%
JIC
1018
Joel Isaacson & Co
New York
$310K -$11.4K -136 -4%
FMB
1019
Field & Main Bank
Kentucky
$309K +$2.1K +25 +0.7%
EM
1020
Excalibur Management
Massachusetts
$307K -$169K -2,014 -36%
GIA
1021
GHP Investment Advisors
Colorado
$306K – – –
HA
1022
Harbor Advisors
Florida
$306K – – –
PPW
1023
Pinnacle Private Wealth
Massachusetts
$306K +$298K +3,541 New
AIP
1024
Ahrens Investment Partners
Louisiana
$304K +$35.8K +425 +14%
SIG
1025
Spinnaker Investment Group
California
$303K – – –