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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
SF
651
Synovus Financial
Georgia
$605K +$2.82K +35 +0.5%
FMT
652
First Mercantile Trust
Tennessee
$602K
SNT
653
Security National Trust
West Virginia
$600K -$71.9K -892 -11%
P
654
Pitcairn
Pennsylvania
$597K -$11.3K -140 -2%
OWP
655
Obermeyer Wealth Partners
Colorado
$595K -$84.4K -1,048 -12%
HT
656
HighTower Trust
Texas
$590K +$234K +2,900 +64%
VNA
657
Valley National Advisers
Pennsylvania
$588K -$266K -3,305 -31%
RB
658
Rodgers Brothers
Pennsylvania
$585K +$147K +1,825 +33%
TIP
659
Torray Investment Partners
Maryland
$584K +$42.3K +525 +8%
TAM
660
Tocqueville Asset Management
New York
$580K -$12.1K -150 -2%
WSCM
661
Wellington Shields Capital Management
New York
$580K +$1.29K +16 +0.2%
WI
662
Wintrust Investments
Illinois
$575K +$354K +4,390 +153%
WAM
663
Wealthspire Advisors (Maryland)
Maryland
$573K +$84.6K +1,050 +17%
CCM
664
CrestPoint Capital Management
Missouri
$562K -$72.5K -900 -11%
CCM
665
Covington Capital Management
California
$559K -$8.06K -100 -1%
SC
666
Searle & Co
Connecticut
$554K -$5.32K -66 -0.9%
BA
667
Bennicas & Associates
California
$551K
BAAM
668
Baker Avenue Asset Management
California
$551K +$52.9K +657 +10%
HH
669
Hilltop Holdings
Texas
$550K -$5K -62 -0.9%
CA
670
Clearstead Advisors
Ohio
$550K +$80.6K +1,000 +17%
SMC
671
Smith, Moore & Co
Missouri
$546K -$121K -1,499 -18%
Dodge & Cox
672
Dodge & Cox
California
$545K -$8.06K -100 -1%
CFG
673
Citizens Financial Group
Rhode Island
$540K -$483 -6 -0.1%
WT
674
Whittier Trust
California
$540K +$71.3K +885 +15%
WA
675
WBH Advisory
Maryland
$536K -$46.3K -575 -8%