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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
RBA
701
Richard Bernstein Advisors
New York
$329K – – –
CWA
702
Constellation Wealth Advisors
New York
$328K +$53.9K +930 +20%
MIU
703
Man Investments (UK)
United Kingdom
$327K +$328K +5,658 New
WP
704
Westend Partners
California
$324K +$287K +4,958 New
NSIM
705
North Star Investment Management
Illinois
$323K -$180K -3,100 -36%
BAM
706
Berkshire Asset Management
Pennsylvania
$321K -$4.35K -75 -1%
PGFC
707
Peapack-Gladstone Financial Corp
New Jersey
$319K -$111K -1,915 -26%
TT
708
Tiedemann Trust
Delaware
$318K -$2.9K -50 -0.9%
MM
709
Midas Management
New York
$318K – – –
RB
710
Rodgers Brothers
Pennsylvania
$318K – – –
MA
711
Montag & Associates
Georgia
$314K -$409K -7,062 -57%
CWM
712
Concert Wealth Management
California
$312K -$5.86K -101 -2%
CIM
713
Corbyn Investment Management
Maryland
$311K – – –
PFS
714
Prospera Financial Services
Texas
$308K +$25.6K +442 +9%
Harris Associates
715
Harris Associates
Illinois
$306K – – –
HCM
716
Howland Capital Management
Massachusetts
$306K +$232 +4 +0.1%
PAM
717
Private Asset Management
California
$305K -$43K -742 -12%
NPF
718
Norris Perne & French
Michigan
$304K -$59.7K -1,030 -16%
JFGIW
719
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$303K -$40.2K -694 -12%
UR
720
USCA RIA
Texas
$302K – – –
STIA
721
Stone Toro Investment Advisers
New Jersey
$301K +$42.2K +728 +16%
GA
722
Geneva Advisors
Illinois
$300K -$38.4K -663 -11%
WI
723
Wedgewood Investors
Pennsylvania
$299K – – –
WOC
724
West Oak Capital
California
$298K +$13.6K +235 +5%
KB
725
Kimelman & Baird
New York
$298K – – –