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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
RBFC
1151
Roman Butler Fullerton & Co
Missouri
$402K -$69.9K -585 -17%
CT
1152
Chicago Trust
Illinois
$402K -$48.4K -405 -12%
EWM
1153
Empirical Wealth Management
Washington
$401K -$49.7K -416 -12%
LAM
1154
Lummis Asset Management
Texas
$401K +$360K +3,011 New
DS
1155
DRW Securities
Illinois
$399K -$17K -142 -5%
SFG
1156
Seamount Financial Group
Colorado
$399K +$359K +3,000 New
CCG
1157
Ceeto Capital Group
Florida
$399K – – –
EFS
1158
Essex Financial Services
Connecticut
$399K +$2.39K +20 +0.7%
CFGS
1159
Concourse Financial Group Securities
Alabama
$398K -$6.45K -54 -2%
CB
1160
Cadence Bank
Mississippi
$398K – – –
MFFIA
1161
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$398K – – –
I
1162
InceptionR
California
$398K +$357K +2,987 New
LWM
1163
Laidlaw Wealth Management
New York
$397K -$16.7K -140 -4%
IGAM
1164
iA Global Asset Management
Quebec, Canada
$397K -$2.41M -20,124 -87%
SAG
1165
SageView Advisory Group
California
$396K +$333K +2,784 New
PI
1166
PFG Investments
New York
$395K -$63.3K -530 -15%
AWM
1167
Aries Wealth Management
Maine
$394K +$50.8K +425 +17%
FPGT
1168
Financial Partners Group (Tennessee)
Tennessee
$394K +$2.63K +22 +0.7%
PL
1169
Plancorp LLC
Missouri
$393K +$14.2K +119 +4%
BBHC
1170
Brown Brothers Harriman & Co
New York
$392K -$41.2K -345 -10%
ECP
1171
Empyrean Capital Partners
California
$391K – – –
GA
1172
Geller Advisors
New York
$386K -$478 -4 -0.1%
LGA
1173
Lebenthal Global Advisors
New York
$383K +$344K +2,880 New
FMLI
1174
Fukoku Mutual Life Insurance
Japan
$383K – – –
KCM
1175
Kanawha Capital Management
Virginia
$383K -$24.6K -206 -7%