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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
ECG
701
Edge Capital Group
Georgia
$760K +$862K +8,822 New
VIA
702
Vident Investment Advisory
Georgia
$748K +$209K +2,144 +33%
MG
703
Mitchell Group
Texas
$740K +$839K +8,590 New
Capstone Investment Advisors
704
Capstone Investment Advisors
New York
$739K +$272K +2,788 +48%
CPA
705
Capital Planning Advisors
California
$733K -$822K -8,409 -50%
CWM
706
Chesapeake Wealth Management
Virginia
$726K +$94.9K +971 +13%
KRSITF
707
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$723K +$31.7K +324 +4%
TAM
708
Tiverton Asset Management
Delaware
$721K – – –
MAFM
709
Mid Atlantic Financial Management
Pennsylvania
$721K +$817K +8,365 New
HAIM
710
Hunter Associates Investment Management
Pennsylvania
$718K – – –
RIM
711
Regent Investment Management
Kentucky
$715K – – –
CP
712
Cumberland Partners
Ontario, Canada
$715K +$811K +8,300 New
MCM
713
MAI Capital Management
Ohio
$713K +$89.6K +917 +12%
GJIC
714
Gamble Jones Investment Counsel
California
$710K -$73.7K -754 -8%
TAM
715
Tocqueville Asset Management
New York
$709K -$191K -1,952 -19%
WAM
716
Weatherly Asset Management
California
$708K -$15.8K -162 -2%
CAI
717
Capital Advisors Inc
Oklahoma
$707K +$271K +2,769 +51%
FFSOTS
718
Fiduciary Financial Services of The Southwest
Texas
$705K – – –
GCC
719
Guardian Capital (Canada)
Ontario, Canada
$704K +$309K +3,165 +63%
APP
720
Avantax Planning Partners
Iowa
$703K -$77.8K -796 -9%
TFS
721
Thoroughbred Financial Services
Tennessee
$703K +$797K +8,162 New
VWA
722
V Wealth Advisors
Kansas
$701K +$136K +1,388 +22%
KCMRT
723
Kemper Corp Master Retirement Trust
Illinois
$698K – – –
LOAMS
724
Lombard Odier Asset Management (Switzerland)
Switzerland
$697K -$1.07M -10,948 -57%
PWAG
725
Polaris Wealth Advisory Group
California
$696K +$707K +7,231 +851%