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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
MG
526
Mather Group
Illinois
$1.89M -$114K -1,123 -6%
FFG
527
Fortem Financial Group
California
$1.87M +$671K +6,598 +56%
CIC
528
Cornercap Investment Counsel
Georgia
$1.87M +$408K +4,009 +28%
IB
529
Intrust Bank
Kansas
$1.87M -$95.7K -941 -5%
DAS
530
Dynamic Advisor Solutions
Arizona
$1.86M +$13.3K +131 +0.7%
NSEDCP
531
NJ State Employees Deferred Compensation Plan
New Jersey
$1.86M – – –
GIA
532
Gladstone Institutional Advisory
Florida
$1.84M -$160K -1,573 -8%
AW
533
Apricus Wealth
South Carolina
$1.83M -$20.3K -200 -1%
TC
534
Telemus Capital
Michigan
$1.82M +$87.7K +863 +5%
CAM
535
Carret Asset Management
New York
$1.82M -$59K -580 -3%
Carson Wealth (CWM LLC)
536
Carson Wealth (CWM LLC)
Nebraska
$1.82M +$233K +2,290 +15%
EFMC
537
Empire Financial Management Company
New York
$1.81M +$1.82M +17,898 New
CSIC
538
Clifford Swan Investment Counsel
California
$1.81M -$9.15K -90 -0.5%
Vontobel Holding
539
Vontobel Holding
Switzerland
$1.81M -$273K -2,687 -13%
AAM
540
Auxier Asset Management
Oregon
$1.81M – – –
SFI
541
Susquehanna Fundamental Investments
Pennsylvania
$1.8M -$4.78M -47,047 -73%
FIM
542
Fernwood Investment Management
Massachusetts
$1.79M – – –
CCA
543
Cobblestone Capital Advisors
New York
$1.78M +$106K +1,045 +6%
SO
544
STRS Ohio
Ohio
$1.77M -$160K -1,578 -8%
HWM
545
HB Wealth Management
Georgia
$1.77M +$109K +1,071 +7%
CB
546
Community Bank
New York
$1.75M +$128K +1,262 +8%
MPPW
547
Mitchell & Pahl Private Wealth
Oklahoma
$1.75M +$24.1K +237 +1%
CS
548
Crescent Sterling
Louisiana
$1.72M +$42.7K +420 +3%
IA
549
Icon Advisers
Colorado
$1.72M +$1.73M +17,000 New
FCI
550
Financial Counselors Inc
Kansas
$1.72M -$97.5K -959 -5%