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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
701
Community Bank
New York
$568K +$10.2K +118 +2%
EDRAMF
702
Edmond de Rothschild Asset Management (France)
France
$564K -$112K -1,300 -16%
BC
703
Burney Company
Virginia
$562K -$22.2K -257 -4%
W
704
Wealthfront
California
$562K +$83.3K +965 +16%
CCM
705
Covington Capital Management
California
$561K +$17.2K +199 +3%
BW
706
Bison Wealth
Georgia
$557K +$14.9K +173 +3%
IR
707
Invictus RG
Bermuda
$556K +$587K +6,798 New
CFG
708
Citizens Financial Group
Rhode Island
$555K +$586K +6,788 New
CFA
709
Carroll Financial Associates
North Carolina
$554K -$2.07K -24 -0.4%
WT
710
Whittier Trust
California
$548K -$22K -255 -4%
MAM
711
Mizuho Asset Management
Japan
$547K +$79.9K +926 +16%
WTC
712
WhitTier Trust Company
Nevada
$543K +$12.9K +150 +2%
STMM
713
South Texas Money Management
Texas
$543K +$167K +1,936 +41%
CBB
714
Citizens Business Bank
California
$542K – – –
SC
715
Searle & Co
Connecticut
$539K +$188K +2,182 +48%
RFS
716
Rockefeller Financial Services
New York
$536K – – –
ASN
717
Advisory Services Network
Georgia
$535K -$14.8K -172 -3%
FFC
718
First Financial Corp
Indiana
$535K +$33.2K +385 +6%
PWAG
719
Polaris Wealth Advisory Group
California
$531K -$61.7K -715 -10%
IC
720
InterOcean Capital
Illinois
$531K +$17.3K +200 +3%
AAM
721
Azzad Asset Management
Virginia
$528K +$119K +1,375 +27%
AA
722
ALPS Advisors
Colorado
$516K – – –
DWA
723
Douglass Winthrop Advisors
New York
$511K – – –
SCM
724
Southport Capital Management
Tennessee
$501K -$173 -2 -0%
ICAS
725
Investors Capital Advisory Services
Massachusetts
$499K -$77.1K -894 -13%
27 28
29
30 31