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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
SI
1051
Saxon Interests
Texas
$497K +$446K +3,730 New
OPTFSNA
1052
Old Point Trust & Financial Services N A
Virginia
$493K
BFAG
1053
Blackston Financial Advisory Group
Florida
$491K -$23.9K -200 -5%
BA
1054
Ballew Advisors
Mississippi
$491K
UCI
1055
Uncommon Cents Investing
Wisconsin
$490K +$51.4K +430 +13%
BHWM
1056
Beaird Harris Wealth Management
Texas
$488K +$478 +4 +0.1%
KI
1057
Kapitalo Investimentos
Brazil
$486K -$40.6K -340 -9%
AWM
1058
Angeles Wealth Management
California
$486K +$64.2K +537 +17%
SIG
1059
Spinnaker Investment Group
California
$485K +$717 +6 +0.2%
APW
1060
Austin Private Wealth
Texas
$483K -$88.4K -740 -17%
PA
1061
PFG Advisors
Arizona
$479K -$34.9K -292 -8%
SSG
1062
Summit Securities Group
New York
$479K +$323K +2,700 +300%
FCH
1063
Freestone Capital Holdings
Washington
$478K -$1.43K -12 -0.3%
PWM
1064
Perigon Wealth Management
California
$477K -$27.5K -230 -6%
IAMOG
1065
Investors Asset Management of Georgia
Georgia
$475K +$5.98K +50 +1%
VRM
1066
Vectors Research Management
New York
$473K +$239 +2 +0.1%
JIC
1067
Joel Isaacson & Co
New York
$472K +$1.31K +11 +0.3%
PSFG
1068
Prairie Sky Financial Group
Illinois
$472K +$239 +2 +0.1%
HA
1069
Harbor Advisors
Florida
$471K
Lazard Asset Management
1070
Lazard Asset Management
New York
$471K -$27.1K -227 -6%
FIA
1071
Foundations Investment Advisors
Arizona
$470K +$31.2K +261 +9%
MIM
1072
MTM Investment Management
South Carolina
$470K
CC
1073
Courier Capital
New York
$470K
MFA
1074
Mayflower Financial Advisors
Massachusetts
$470K -$47.9K -401 -10%
CIM
1075
Corbyn Investment Management
Maryland
$468K