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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
NPC
601
National Planning Corporation
California
$552K +$90.2K +1,555 +20%
CPO
602
Cerity Partners OCIO
New York
$549K +$55.4K +956 +11%
LIC
603
Lodestar Investment Counsel
Illinois
$542K -$3.6K -62 -0.7%
TAM
604
Tocqueville Asset Management
New York
$541K +$8.29K +143 +2%
VFS
605
VSR Financial Services
Kansas
$539K +$9.28K +160 +2%
MMCM
606
Marque Millennium Capital Management
New York
$538K
BBHC
607
Brown Brothers Harriman & Co
New York
$532K -$42K -724 -7%
WT
608
Whittier Trust
California
$532K -$9.16K -158 -2%
FTIOP
609
Fiduciary Trust International of Pennsylvania
Pennsylvania
$521K -$16.9K -291 -3%
ANTB
610
AMG National Trust Bank
Colorado
$520K -$4.46K -77 -0.8%
DIA
611
Denver Investment Advisors
Colorado
$518K +$26.4K +456 +5%
BHWM
612
Bar Harbor Wealth Management
New Hampshire
$510K -$14.8K -256 -3%
WA
613
WFG Advisors
Texas
$507K -$19K -327 -4%
FAAS
614
First Allied Advisory Services
California
$507K +$38.7K +667 +8%
NRS
615
Neville Rodie & Shaw
New York
$505K -$42.3K -730 -8%
FFSOTS
616
Fiduciary Financial Services of The Southwest
Texas
$502K -$14.6K -252 -3%
AA
617
Apriem Advisors
California
$497K +$278K +4,800 +127%
TCOT
618
Trust Company of Toledo
Ohio
$496K
FFBTD
619
First Financial Bank - Trust Division
Ohio
$494K -$42.7K -736 -8%
WS
620
Wedbush Securities
California
$485K -$6.38K -110 -1%
BSWMG
621
Barrington Strategic Wealth Management Group
Illinois
$485K +$32.3K +557 +7%
GG
622
Gofen & Glossberg
Illinois
$483K -$9.51K -164 -2%
FT
623
Fiduciary Trust
Massachusetts
$482K +$232 +4 +0%
NCMW
624
Northern Capital Management (Wisconsin)
Wisconsin
$481K -$8.99K -155 -2%
WAM
625
Weatherly Asset Management
California
$477K -$9.74K -168 -2%