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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
IRF
626
IBM Retirement Fund
New York
$639K +$320K +3,927 +49%
UA
627
Unison Advisors
District of Columbia
$637K +$7.89K +97 +0.8%
TMAM
628
Tokio Marine Asset Management
Japan
$636K +$9.68K +119 +1%
HH
629
Hilltop Holdings
Texas
$634K +$75.4K +927 +9%
FFWA
630
FRG Family Wealth Advisors
Washington
$633K -$197K -2,425 -17%
CAI
631
Capital Advisors Inc
Oklahoma
$633K +$93.5K +1,149 +11%
FAAS
632
First Allied Advisory Services
California
$633K +$274K +3,369 +40%
S
633
Seeyond
France
$630K -$628K -7,722 -42%
WANY
634
Wealthspire Advisors (New York)
New York
$629K +$728K +8,943 +322%
HFG
635
Heron Financial Group
New York
$628K -$21.3K -262 -2%
CT
636
Caldwell Trust
Florida
$624K +$84.7K +1,041 +10%
MNG
637
Manning & Napier Group
New York
$620K -$8.84M -108,680 -90%
AF
638
Advisornet Financial
Minnesota
$620K +$38.8K +477 +4%
FG
639
Fiduciary Group
Georgia
$613K -$4.84M -59,471 -84%
FNBTCON
640
First National Bank & Trust Co of Newtown
Pennsylvania
$596K -$12.6K -155 -1%
FI
641
FormulaFolio Investments
Michigan
$595K -$202K -2,482 -18%
CT
642
Coastline Trust
Rhode Island
$595K -$85.9K -1,055 -9%
SWM
643
SVA Wealth Management
Wisconsin
$590K -$2.72M -33,379 -75%
HSA
644
HBK Sorce Advisory
Pennsylvania
$589K +$143K +1,760 +19%
RG
645
Rikoon Group
New Mexico
$583K -$45.4K -558 -5%
BWAM
646
Boyd Watterson Asset Management
Ohio
$583K +$237K +2,910 +37%
PIA
647
Piedmont Investment Advisors
North Carolina
$582K -$7.41M -91,006 -89%
BRWM
648
B. Riley Wealth Management
Tennessee
$575K +$668K +8,209 +328%
CIM
649
CenturyLink Investment Management
Colorado
$571K – – –
AIC
650
Archer Investment Corporation
Indiana
$570K +$998K +12,261 +214%
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