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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
WPP
1101
Whalerock Point Partners
Rhode Island
$316K
TCOV
1102
Trust Company of Vermont
Vermont
$316K +$4.98K +49 +2%
JF
1103
Joule Financial
Kentucky
$315K +$316K +3,112 New
BFM
1104
Boothbay Fund Management
New York
$315K +$316K +3,108 New
FIB
1105
First Interstate Bank
Montana
$315K -$13.1K -129 -4%
GLA
1106
Good Life Advisors
Pennsylvania
$314K +$17.5K +172 +6%
WA
1107
WBH Advisory
Maryland
$314K +$315K +3,100 New
WPA
1108
West Paces Advisors
Georgia
$313K -$610 -6 -0.2%
TC
1109
Trust Company
Kansas
$312K +$214K +2,104 +215%
CIA
1110
Capital Investment Advisors
Georgia
$312K -$12.4K -122 -4%
KCM
1111
Kanawha Capital Management
Virginia
$312K
AA
1112
Apriem Advisors
California
$311K +$61.5K +605 +25%
PCM
1113
Poehling Capital Management
Wisconsin
$311K +$312K +3,066 New
RPC
1114
Rossmore Private Capital
Connecticut
$311K
ISWM
1115
Independent Solutions Wealth Management
New York
$310K -$508 -5 -0.2%
BJL
1116
Brighton Jones LLC
Washington
$310K -$31.5K -310 -9%
Empower Advisory Group
1117
Empower Advisory Group
Colorado
$310K +$306K +3,013 New
JC
1118
Jacobs & Co
California
$310K
JF
1119
Jump Financial
Illinois
$310K +$310K +3,053 New
CCM
1120
Chilton Capital Management
Texas
$309K -$23K -226 -7%
DFCM
1121
Dark Forest Capital Management
Puerto Rico
$309K +$310K +3,046 New
PFM
1122
Parsec Financial Management
North Carolina
$307K +$22.9K +225 +8%
DA
1123
Dover Advisors
Virginia
$305K +$34.8K +342 +13%
CL
1124
CSS LLC
Illinois
$304K -$1.9M -18,712 -86%
MIM
1125
Merrion Investment Management
New Jersey
$304K