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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
HFG
626
Heron Financial Group
New York
$622K +$5K +69 +0.8%
VFA
627
Valeo Financial Advisors
Indiana
$619K +$283K +3,915 +80%
BOH
628
Bank of Hawaii
Hawaii
$617K -$96.9K -1,338 -13%
CM
629
CoreCommodity Management
Connecticut
$614K – – –
CF
630
Centaurus Financial
California
$614K +$149K +2,057 +31%
BWM
631
BerganKDV Wealth Management
Minnesota
$604K +$103K +1,427 +20%
IWA
632
Intercontinental Wealth Advisors
Texas
$601K +$152K +2,097 +32%
WP
633
WealthSource Partners
California
$600K -$6.59K -91 -1%
NSIM
634
North Star Investment Management
Illinois
$598K +$362 +5 +0.1%
WCM
635
Weik Capital Management
Pennsylvania
$595K -$143K -1,980 -19%
GI
636
GAMCO Investors
Connecticut
$592K -$4.4M -60,780 -88%
BSW
637
Buckingham Strategic Wealth
Missouri
$588K -$5K -69 -0.8%
ECG
638
Edge Capital Group
Georgia
$588K – – –
WA1
639
Wimmer Associates 1
California
$584K +$13.7K +189 +2%
TSS
640
Two Sigma Securities
New York
$582K +$601K +8,308 New
ANI
641
American National Insurance
Texas
$581K – – –
HH
642
Hilltop Holdings
Texas
$578K -$19.6K -271 -3%
Lido Advisors
643
Lido Advisors
California
$577K -$55.4K -766 -9%
MGIA
644
Matthew Goff Investment Advisor
Texas
$574K – – –
VCA
645
Verdence Capital Advisors
Maryland
$572K -$11.7K -161 -2%
PGFC
646
Peapack-Gladstone Financial Corp
New Jersey
$572K +$43.5K +601 +8%
BSA
647
Bull Street Advisors
Georgia
$571K – – –
AQR Capital Management
648
AQR Capital Management
Connecticut
$565K +$73.8K +1,020 +14%
KS
649
Karpas Strategies
Connecticut
$563K – – –
WA
650
WealthTrust Axiom
Pennsylvania
$555K -$8.76K -121 -2%