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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
1101
Berger Financial Group
Minnesota
$386K -$4.53M -36,794 -92%
WPW
1102
Waldron Private Wealth
Pennsylvania
$384K -$200K -1,624 -34%
WT
1103
Whittier Trust
California
$384K -$11.5K -93 -3%
WTG
1104
West Tower Group
Virginia
$383K -$86.3K -700 -18%
OCBCO
1105
Oversea-Chinese Banking Corp (OCBC)
Singapore
$383K +$382K +3,100 New
PL
1106
Plancorp LLC
Missouri
$382K -$12.2K -99 -3%
GGA
1107
Granite Group Advisors
Connecticut
$381K – – –
CC
1108
Callan Capital
California
$381K +$4.68K +38 +1%
FFS
1109
Founders Financial Securities
Maryland
$381K +$26.4K +214 +6%
VRM
1110
Vectors Research Management
New York
$380K – – –
AssetMark Inc
1111
AssetMark Inc
California
$379K +$6.04K +49 +2%
GIA
1112
GHP Investment Advisors
Colorado
$379K – – –
DTC
1113
Davidson Trust Company
Washington
$378K +$3.33K +27 +0.9%
CFO
1114
Callan Family Office
Pennsylvania
$376K -$31.9K -259 -8%
VST
1115
Van Strum & Towne
California
$374K – – –
SW
1116
Simplicity Wealth
New Jersey
$372K +$371K +3,013 New
MFG
1117
Magnus Financial Group
New York
$370K +$8.63K +70 +2%
CCG
1118
Ceeto Capital Group
Florida
$370K – – –
KCM
1119
Kanawha Capital Management
Virginia
$370K +$28.1K +228 +8%
LWCFA
1120
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$369K +$37K +300 +9%
BA
1121
Ballew Advisors
Mississippi
$368K -$3.45K -28 -0.7%
PT
1122
Plimoth Trust
Massachusetts
$367K +$55.5K +450 +18%
EGA
1123
E&G Advisors
Texas
$367K -$5.18K -42 -1%
AWM
1124
Aries Wealth Management
Maine
$367K – – –
VAM
1125
Verity Asset Management
North Carolina
$367K – – –