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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
OAC
701
OMERS Administration Corp
Ontario, Canada
$571K +$536K +6,600 New
RFS
702
Rockefeller Financial Services
New York
$568K – – –
PWP
703
Private Wealth Partners
California
$567K -$114K -1,400 -18%
BTNA
704
Bremer Trust National Association
Minnesota
$560K +$68.2K +839 +15%
SWM
705
Segment Wealth Management
Texas
$558K -$2.7M -33,204 -84%
ASN
706
Advisory Services Network
Georgia
$556K -$9.51K -117 -2%
FFC
707
First Financial Corp
Indiana
$550K -$15.4K -190 -3%
WTC
708
WhitTier Trust Company
Nevada
$549K -$24.4K -300 -5%
WSFS
709
Wilmington Savings Fund Society
Delaware
$548K -$58.2K -716 -10%
Fiera Capital (Canada)
710
Fiera Capital (Canada)
Quebec, Canada
$546K +$102K +1,250 +25%
FCH
711
Freestone Capital Holdings
Washington
$545K -$406K -5,000 -44%
JWM
712
Jacobus Wealth Management
Wisconsin
$544K -$421K -5,185 -39%
CCMG
713
Clark Capital Management Group
Pennsylvania
$540K -$1.99M -24,467 -80%
WAM
714
Wealthspire Advisors (Maryland)
Maryland
$537K +$126K +1,548 +33%
Lazard Asset Management
715
Lazard Asset Management
New York
$531K +$498K +6,124 +38,275%
IA
716
IFP Advisors
Florida
$530K -$1.52M -18,754 -77%
SC
717
Savant Capital
Illinois
$528K +$11.4K +140 +2%
BCB
718
Brian C. Broderick
$522K – – –
TCM
719
Tributary Capital Management
Nebraska
$520K – – –
PLFAM
720
Pineno Levin & Ford Asset Management
Virginia
$520K +$5.69K +70 +1%
GF
721
Goodman Financial
Texas
$519K – – –
SCM
722
Southport Capital Management
Tennessee
$518K -$11.1K -137 -2%
KFA
723
Kelleher Financial Advisors
New York
$517K – – –
HAG
724
HighPoint Advisor Group
Illinois
$517K +$160K +1,972 +50%
Toronto Dominion Bank
725
Toronto Dominion Bank
Ontario, Canada
$514K -$893K -10,989 -65%