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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
BW
1801
Bravera Wealth
North Dakota
$182K – – –
MFC
1802
Mechanics Financial Corp
Ohio
$182K – – –
AAG
1803
Armstrong Advisory Group
Massachusetts
$181K -$38.7K -247 -20%
Kayne Anderson Rudnick Investment Management
1804
Kayne Anderson Rudnick Investment Management
California
$181K -$3.29K -21 -2%
UCB
1805
United Community Bank
South Carolina
$180K -$17.4K -111 -10%
BC
1806
Bayforest Capital
United Kingdom
$180K +$155K +988 New
NS
1807
NBC Securities
Alabama
$174K -$313 -2 -0.2%
TLA
1808
Tanglewood Legacy Advisors
Texas
$173K – – –
ME
1809
McIlrath & Eck
Washington
$172K -$29.6K -189 -17%
B
1810
Birchbrook
Maine
$171K – – –
M
1811
MOTCO
Texas
$169K -$1.88K -12 -1%
CSPIA
1812
Cary Street Partners Investment Advisory
Virginia
$162K +$49.8K +318 +56%
AIC
1813
Archer Investment Corporation
Indiana
$160K -$23.3K -149 -14%
BH
1814
Burk Holdings
Oklahoma
$159K +$137K +872 New
GJIA
1815
Glass Jacobson Investment Advisors
Maryland
$159K +$1.1K +7 +0.8%
ANBT
1816
American National Bank & Trust
Texas
$158K -$1.72K -11 -1%
ADL
1817
Asset Dedication LLC
California
$155K -$62.4K -398 -32%
NF
1818
Napier Financial
Massachusetts
$155K +$133K +850 New
T
1819
TrustBank
Illinois
$154K +$133K +846 New
VWA
1820
VSM Wealth Advisory
Maryland
$152K -$73.6K -470 -36%
WPA
1821
Wealth Preservation Advisors
Tennessee
$146K +$43.6K +278 +53%
PIM
1822
Plato Investment Management
Australia
$144K +$57.2K +365 +86%
PP
1823
PFS Partners
New Jersey
$144K +$627 +4 +0.5%
BA
1824
Ballast Advisors
Minnesota
$143K +$123K +786 New
BLC
1825
Brown, Lisle/Cummings
Rhode Island
$141K +$7.52K +48 +7%