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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
1026
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$487K
DFCM
1027
Dark Forest Capital Management
Puerto Rico
$487K -$9.54M -74,453 -95%
RF
1028
Rossby Financial
Florida
$483K -$1.02K -8 -0.2%
SWP
1029
Strategic Wealth Partners
Ohio
$483K -$104K -812 -19%
HA
1030
Harbor Advisors
Florida
$482K
BAM
1031
Belpointe Asset Management
Nevada
$479K -$11.4K -89 -2%
PFBT
1032
Parkside Financial Bank & Trust
Missouri
$479K +$124K +966 +38%
SCM
1033
Schnieders Capital Management
California
$477K
GWSG
1034
GPS Wealth Strategies Group
Colorado
$476K -$62K -484 -12%
WIC
1035
Woodmont Investment Counsel
Tennessee
$474K +$7.43K +58 +2%
UPS
1036
UHLMANN PRICE SECURITIES
Illinois
$474K +$27.5K +215 +7%
PWMAG
1037
Pinnacle Wealth Management Advisory Group
New Jersey
$471K
SWA
1038
Stratos Wealth Advisors
Ohio
$471K +$65K +507 +17%
RWM
1039
Riverbend Wealth Management
South Carolina
$470K +$7.69K +60 +2%
BB
1040
Busey Bank
Illinois
$470K -$340K -2,656 -43%
HWA
1041
HCR Wealth Advisors
California
$469K +$112K +871 +33%
JAG
1042
Journey Advisory Group
Kentucky
$469K +$442K +3,450 New
CIM
1043
Corbyn Investment Management
Maryland
$468K
JTWM
1044
Jackson Thornton Wealth Management
Alabama
$468K +$456K +3,563 New
Federated Hermes
1045
Federated Hermes
Pennsylvania
$466K -$2.53M -19,767 -85%
ECM
1046
Estabrook Capital Management
New York
$465K -$11.5K -90 -3%
BCA
1047
Bay Colony Advisors
Massachusetts
$464K +$437K +3,408 New
RC
1048
Roundview Capital
New Jersey
$463K +$13.7K +107 +3%
MNBTD
1049
Moody National Bank Trust Division
Texas
$463K -$5.64K -44 -1%
CWP
1050
Cyndeo Wealth Partners
Florida
$462K -$4.97M -38,770 -92%