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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
DJSG
1326
D.J. St. Germain
Massachusetts
$234K
DMBA
1327
Deseret Mutual Benefit Administrators
Utah
$234K -$49.6K -442 -18%
BST
1328
Bath Savings Trust
Maine
$234K +$219K +1,948 New
AF
1329
Aldebaran Financial
$234K -$61.7K -550 -22%
H
1330
HoyleCohen
California
$233K +$218K +1,943 New
William Blair Investment Management
1331
William Blair Investment Management
Illinois
$233K +$218K +1,939 New
TAM
1332
Trillium Asset Management
Massachusetts
$232K +$217K +1,930 New
GCAC
1333
Guardian Capital Advisors (Canada)
Ontario, Canada
$231K
GRP
1334
Global Retirement Partners
California
$231K +$8.75K +78 +4%
SIA
1335
Soltis Investment Advisors
Utah
$231K +$216K +1,922 New
LIG
1336
Lokken Investment Group
Delaware
$231K +$215K +1,920 New
LWM
1337
Liberty Wealth Management
California
$230K +$215K +1,914 New
CAMG
1338
CWA Asset Management Group
Florida
$229K -$463K -4,129 -68%
NCM
1339
Next Capital Management
New York
$229K +$214K +1,904 New
BDFN
1340
Bond & Devick Financial Network
Minnesota
$229K +$213K +1,902 New
IAS
1341
Investment Advisory Services
Texas
$228K +$213K +1,901 New
PCA
1342
Pallas Capital Advisors
Massachusetts
$228K +$228K +2,031 New
CRG
1343
Cornerstone Retirement Group
Nevada
$228K +$213K +1,900 New
LCWP
1344
Legacy Capital Wealth Partners
Arkansas
$228K +$213K +1,894 New
WSCM
1345
Wellington Shields Capital Management
New York
$227K
PNC
1346
Park National Corp
Ohio
$227K +$212K +1,892 New
CHA
1347
Carmichael Hill & Associates
Maryland
$227K +$1.01K +9 +0.5%
ZIG
1348
Zullo Investment Group
Pennsylvania
$227K +$212K +1,888 New
TWM
1349
Tradition Wealth Management
Minnesota
$226K +$786 +7 +0.4%
CAM
1350
Columbia Asset Management
Michigan
$226K +$211K +1,878 New