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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
SKK
601
Shepherd Kaplan Krochuk
Massachusetts
$1.04M – – –
FI
602
FormulaFolio Investments
Michigan
$1.04M +$663K +6,815 +170%
CC
603
Cannell & Co
New York
$1.03M -$14.6K -150 -1%
SW
604
SVB Wealth
Massachusetts
$1.03M -$106K -1,085 -9%
IRF
605
IBM Retirement Fund
New York
$1.03M +$6.62K +68 +0.6%
CC
606
ClearArc Capital
Ohio
$1.03M -$24.4K -251 -2%
SPC
607
Sigma Planning Corp
Michigan
$1.03M -$73.8K -758 -7%
PNC
608
Park National Corp
Ohio
$1.02M -$169K -1,740 -14%
RC
609
Roundview Capital
New Jersey
$1.02M +$22.3K +229 +2%
TC
610
Telemus Capital
Michigan
$1.01M -$28.7K -295 -3%
BHWM
611
Bar Harbor Wealth Management
New Hampshire
$1M +$81.9K +841 +9%
CT
612
Cambridge Trust
Massachusetts
$996K -$22K -226 -2%
Cerity Partners
613
Cerity Partners
New York
$993K +$53.1K +545 +6%
First Manhattan
614
First Manhattan
New York
$990K +$4.67K +48 +0.5%
BFG
615
Beacon Financial Group
Texas
$981K +$97 +1 +0%
BRWA
616
B. Riley Wealth Advisors
Florida
$970K -$600K -6,163 -38%
TCOT
617
Trust Company of Toledo
Ohio
$967K – – –
GFPC
618
Global Financial Private Capital
Florida
$964K -$609K -6,257 -38%
AA
619
ALPS Advisors
Colorado
$961K +$706K +7,248 +261%
FAIM
620
Financial Advocates Investment Management
Washington
$955K +$1.56K +16 +0.2%
BWAM
621
Boyd Watterson Asset Management
Ohio
$942K – – –
ZB
622
Zions Bancorporation
Utah
$941K +$9.93K +102 +1%
SMC
623
Smith, Moore & Co
Missouri
$940K +$28.7K +295 +3%
MCM
624
Marathon Capital Management
Maryland
$931K +$2.92K +30 +0.3%
GIA
625
GHP Investment Advisors
Colorado
$930K -$8.57K -88 -0.9%