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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
BST
1326
Bath Savings Trust
Maine
$234K +$219K +1,948 New
AF
1327
Aldebaran Financial
$234K -$61.7K -550 -22%
H
1328
HoyleCohen
California
$233K +$218K +1,943 New
William Blair Investment Management
1329
William Blair Investment Management
Illinois
$233K +$218K +1,939 New
TAM
1330
Trillium Asset Management
Massachusetts
$232K +$217K +1,930 New
GCAC
1331
Guardian Capital Advisors (Canada)
Ontario, Canada
$231K – – –
GRP
1332
Global Retirement Partners
California
$231K +$8.75K +78 +4%
SIA
1333
Soltis Investment Advisors
Utah
$231K +$216K +1,922 New
LIG
1334
Lokken Investment Group
Delaware
$231K +$215K +1,920 New
LWM
1335
Liberty Wealth Management
California
$230K +$215K +1,914 New
CAMG
1336
CWA Asset Management Group
Florida
$229K -$463K -4,129 -68%
NCM
1337
Next Capital Management
New York
$229K +$214K +1,904 New
BDFN
1338
Bond & Devick Financial Network
Minnesota
$229K +$213K +1,902 New
IAS
1339
Investment Advisory Services
Texas
$228K +$213K +1,901 New
PCA
1340
Pallas Capital Advisors
Massachusetts
$228K +$228K +2,031 New
CRG
1341
Cornerstone Retirement Group
Nevada
$228K +$213K +1,900 New
LCWP
1342
Legacy Capital Wealth Partners
Arkansas
$228K +$213K +1,894 New
WSCM
1343
Wellington Shields Capital Management
New York
$227K – – –
PNC
1344
Park National Corp
Ohio
$227K +$212K +1,892 New
CHA
1345
Carmichael Hill & Associates
Maryland
$227K +$1.01K +9 +0.5%
ZIG
1346
Zullo Investment Group
Pennsylvania
$227K +$212K +1,888 New
TWM
1347
Tradition Wealth Management
Minnesota
$226K +$786 +7 +0.4%
CAM
1348
Columbia Asset Management
Michigan
$226K +$211K +1,878 New
PFBT
1349
Parkside Financial Bank & Trust
Missouri
$226K +$16.3K +145 +8%
BCB
1350
Brian C. Broderick
$225K +$210K +1,875 New