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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
Fuller & Thaler Asset Management
1351
Fuller & Thaler Asset Management
California
$323K – – –
GA
1352
Greytown Advisors
Florida
$323K -$70.3K -488 -20%
MSS
1353
Mitchell Sinkler & Starr
Pennsylvania
$322K -$39.5K -274 -12%
LFGO
1354
Legacy Financial Group (Oklahoma)
Oklahoma
$322K +$1.73K +12 +0.6%
BST
1355
Bath Savings Trust
Maine
$321K +$2.31K +16 +0.8%
PFGIA
1356
Patriot Financial Group Insurance Agency
Massachusetts
$321K -$14.8K -103 -5%
CBOR
1357
Community Bank of Raymore
Missouri
$320K +$57.6K +400 +26%
DLA
1358
Douglas Lane & Associates
New York
$320K +$283K +1,961 New
MAWA
1359
Moss Adams Wealth Advisors
Washington
$320K +$282K +1,960 New
NCM
1360
Next Capital Management
New York
$320K +$7.93K +55 +3%
CCWM
1361
Cassaday & Co Wealth Management
Virginia
$320K – – –
TWM
1362
Trueblood Wealth Management
Ohio
$319K -$33K -229 -10%
FTWA
1363
Fifth Third Wealth Advisors
Ohio
$319K +$281K +1,952 New
SFI
1364
SPC Financial Inc
Maryland
$317K +$14.4K +100 +5%
EGM
1365
Engineers Gate Manager
New York
$317K -$762K -5,287 -73%
AC
1366
AlphaCore Capital
California
$317K +$280K +1,940 New
TAM
1367
Trillium Asset Management
Massachusetts
$315K – – –
MNBTD
1368
Moody National Bank Trust Division
Texas
$315K – – –
PMSA
1369
Patrick M. Sweeney & Associates
Illinois
$314K +$16.9K +117 +6%
BWP
1370
Baldwin Wealth Partners
Massachusetts
$313K -$19.9K -138 -7%
VC
1371
Vestor Capital
Illinois
$312K +$28.8K +200 +12%
LA
1372
LVW Advisors
New York
$312K +$43.7K +303 +19%
CHA
1373
Carmichael Hill & Associates
Maryland
$311K +$1.01K +7 +0.4%
IAS
1374
Investment Advisory Services
Texas
$311K +$288 +2 +0.1%
XS
1375
XR Securities
Illinois
$311K +$274K +1,903 New