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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
MWPCG
1251
Measured Wealth Private Client Group
New Hampshire
$309K -$10.3K -76 -3%
Lazard Asset Management
1252
Lazard Asset Management
New York
$309K
KFA
1253
Krane Funds Advisors
New York
$309K +$11.1K +82 +4%
JC
1254
Jacobs & Co
California
$308K -$2.7K -20 -0.8%
CCM
1255
Chiron Capital Management
Florida
$308K +$34.3K +254 +12%
FNFDCM
1256
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$306K
IF
1257
Insight Folios
North Carolina
$306K +$8.78K +65 +3%
PIM
1258
Plato Investment Management
Australia
$306K -$385K -2,848 -55%
DWAM
1259
Duncan Williams Asset Management
Tennessee
$305K +$43.5K +322 +16%
DFCM
1260
Dark Forest Capital Management
Puerto Rico
$305K +$314K +2,322 New
GIM
1261
Goelzer Investment Management
Indiana
$305K -$25K -185 -7%
LIM
1262
Longfellow Investment Management
Massachusetts
$303K +$1.75K +13 +0.6%
CFGA
1263
Cambridge Financial Group (Arizona)
Arizona
$302K -$156K -1,154 -33%
BFA
1264
Beaumont Financial Advisors
Massachusetts
$301K
PFBT
1265
Parkside Financial Bank & Trust
Missouri
$300K +$18K +133 +6%
MMG
1266
Monetary Management Group
Missouri
$300K
AIM
1267
Acropolis Investment Management
Missouri
$299K
WCM
1268
Weik Capital Management
Pennsylvania
$298K -$20.3K -150 -6%
HAS
1269
Horizon Advisory Services
New York
$298K -$5.81K -43 -2%
GM
1270
GeoWealth Management
Illinois
$298K -$36.2K -268 -11%
HWMG
1271
Hurlow Wealth Management Group
Indiana
$296K -$11.5K -85 -4%
QC
1272
Quent Capital
New York
$296K +$30.2K +224 +11%
MAWA
1273
Moss Adams Wealth Advisors
Washington
$295K +$33.4K +247 +12%
PCA
1274
Pallas Capital Advisors
Massachusetts
$294K +$39K +289 +14%
PAS
1275
Point72 Asia (Singapore)
Singapore
$292K +$300K +2,225 New