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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
UM
1026
UniSuper Management
Australia
$523K +$63.3K +530 +16%
CGL
1027
Clarius Group LLC
Washington
$522K -$41.7K -349 -8%
HTIM
1028
Harbour Trust & Investment Management
Indiana
$522K +$469K +3,921 New
RC
1029
Roundview Capital
New Jersey
$522K -$5.86K -49 -1%
KIA
1030
KCM Investment Advisors
California
$521K +$2.51K +21 +0.5%
HT
1031
Headlands Technologies
Illinois
$518K +$69.6K +582 +18%
MFWP
1032
Mosaic Family Wealth Partners
Missouri
$516K -$11.8K -99 -2%
VWM
1033
Vivid Wealth Management
Iowa
$514K +$461K +3,858 New
AI
1034
Arvest Investments
Arkansas
$513K +$460K +3,852 New
NP
1035
NorthRock Partners
Minnesota
$512K +$183K +1,534 +66%
LWCFA
1036
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$512K – – –
HDIM
1037
Hanson & Doremus Investment Management
Vermont
$510K -$17.1K -143 -4%
GF
1038
Goodman Financial
Texas
$508K – – –
OWM
1039
OneAscent Wealth Management
Alabama
$507K -$36.6K -306 -7%
CI Investments Inc
1040
CI Investments Inc
Ontario, Canada
$507K -$21.5K -180 -5%
ST
1041
Spinnaker Trust
Maine
$507K – – –
SAM
1042
Strategy Asset Managers
California
$507K +$956 +8 +0.2%
4WM
1043
49 Wealth Management
Texas
$504K +$453K +3,788 New
RSWM
1044
Robertson Stephens Wealth Management
California
$504K +$19.5K +163 +4%
MFG
1045
Merit Financial Group
Georgia
$504K +$166K +1,387 +58%
KIC
1046
Keating Investment Counselors
Florida
$503K +$17.9K +150 +4%
QL
1047
Quarry LP
New York
$499K +$119K +994 +36%
JSL
1048
JT Stratford LLC
Georgia
$499K -$24.4K -204 -5%
BOPW
1049
Brandywine Oak Private Wealth
Pennsylvania
$498K -$1.2K -10 -0.3%
VCG
1050
Vantage Consulting Group
Virginia
$497K -$36.1K -302 -7%