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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
WP
701
Westend Partners
California
$324K +$287K +4,958 New
NSIM
702
North Star Investment Management
Illinois
$323K -$180K -3,100 -36%
BAM
703
Berkshire Asset Management
Pennsylvania
$321K -$4.35K -75 -1%
PGFC
704
Peapack-Gladstone Financial Corp
New Jersey
$319K -$111K -1,915 -26%
TT
705
Tiedemann Trust
Delaware
$318K -$2.9K -50 -0.9%
MM
706
Midas Management
New York
$318K
RB
707
Rodgers Brothers
Pennsylvania
$318K
MA
708
Montag & Associates
Georgia
$314K -$409K -7,062 -57%
CWM
709
Concert Wealth Management
California
$312K -$5.86K -101 -2%
CIM
710
Corbyn Investment Management
Maryland
$311K
PFS
711
Prospera Financial Services
Texas
$308K +$25.6K +442 +9%
Harris Associates
712
Harris Associates
Illinois
$306K
HCM
713
Howland Capital Management
Massachusetts
$306K +$232 +4 +0.1%
PAM
714
Private Asset Management
California
$305K -$43K -742 -12%
NPF
715
Norris Perne & French
Michigan
$304K -$59.7K -1,030 -16%
JFGIW
716
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$303K -$40.2K -694 -12%
UR
717
USCA RIA
Texas
$302K
STIA
718
Stone Toro Investment Advisers
New Jersey
$301K +$42.2K +728 +16%
GA
719
Geneva Advisors
Illinois
$300K -$38.4K -663 -11%
WI
720
Wedgewood Investors
Pennsylvania
$299K
WOC
721
West Oak Capital
California
$298K +$13.6K +235 +5%
KB
722
Kimelman & Baird
New York
$298K
Toronto Dominion Bank
723
Toronto Dominion Bank
Ontario, Canada
$298K
MCM
724
Maryland Capital Management
Maryland
$296K -$7.25K -125 -2%
HIM
725
Hermes Investment Management
United Kingdom
$295K -$19.3M -333,198 -98%