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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
PCA
1026
Pallas Capital Advisors
Massachusetts
$453K +$175K +1,419 +63%
CI
1027
CX Institutional
Indiana
$450K +$57.8K +469 +15%
FCBT
1028
First Citizens Bank & Trust
North Carolina
$450K +$3.82K +31 +0.9%
HBT
1029
Hills Bank & Trust
Iowa
$450K – – –
PSC
1030
Portman Square Capital
United Kingdom
$449K +$448K +3,638 New
TCA
1031
Transcend Capital Advisors
New Jersey
$446K -$51.1K -415 -10%
CCA
1032
Corps Capital Advisors
Texas
$446K – – –
FMWA
1033
Forvis Mazars Wealth Advisors
Missouri
$446K +$4.56K +37 +1%
WG
1034
Winton Group
United Kingdom
$444K +$444K +3,599 New
BP
1035
Ballentine Partners
Massachusetts
$444K +$68K +552 +18%
NL
1036
NWAM LLC
Washington
$443K -$35.5K -288 -7%
BTI
1037
Blue Trust Inc
Georgia
$441K +$2.22K +18 +0.5%
FB
1038
Fulton Bank
Pennsylvania
$440K -$151K -1,226 -26%
PSFG
1039
Prairie Sky Financial Group
Illinois
$438K +$123 +1 +0%
HA
1040
Harbor Advisors
Florida
$437K – – –
FHA
1041
First Horizon Advisors
Tennessee
$437K +$69.1K +561 +19%
BWM
1042
Biltmore Wealth Management
Arizona
$436K -$7.64K -62 -2%
PFBT
1043
Parkside Financial Bank & Trust
Missouri
$435K +$140K +1,135 +48%
WA
1044
Wealth Alliance
New York
$433K +$55.8K +453 +15%
LC
1045
Lindbrook Capital
California
$429K +$21.9K +178 +5%
CAM
1046
Chesapeake Asset Management
New York
$428K +$17.1K +139 +4%
WG
1047
Welch Group
Alabama
$427K +$1.48K +12 +0.3%
MCA
1048
MSH Capital Advisors
Arizona
$427K +$12.4K +101 +3%
UCI
1049
Uncommon Cents Investing
Wisconsin
$426K -$17.4K -141 -4%
IBOK
1050
Independence Bank of Kentucky
Kentucky
$426K +$16.9K +137 +4%