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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
WAOTB
701
Wealth Advisors of Tampa Bay
Florida
$829K +$795K +8,860 New
BO
702
BRR OpCo
Ohio
$824K +$790K +8,806 New
MCM
703
MAI Capital Management
Ohio
$817K +$42.5K +474 +6%
KRSITF
704
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$815K +$33.2K +370 +4%
Rockefeller Capital Management
705
Rockefeller Capital Management
New York
$810K -$107K -1,193 -12%
CWS
706
Cypress Wealth Services
California
$806K +$8.07K +90 +1%
IFWM
707
Institute for Wealth Management
Colorado
$803K +$22.8K +254 +3%
TFS
708
Thoroughbred Financial Services
Tennessee
$799K – – –
SMH
709
Sanders Morris Harris
Texas
$795K +$758K +8,445 New
Luther King Capital Management (LKCM)
710
Luther King Capital Management (LKCM)
Texas
$793K +$97.2K +1,083 +15%
CT
711
Cambridge Trust
Massachusetts
$791K -$24.5K -273 -3%
IRF
712
IBM Retirement Fund
New York
$788K +$69.3K +772 +10%
IAA
713
Independent Advisor Alliance
North Carolina
$784K -$128K -1,423 -15%
TAM
714
Tiverton Asset Management
Delaware
$783K – – –
HAIM
715
Hunter Associates Investment Management
Pennsylvania
$778K – – –
FNT
716
First Nebraska Trust
Nebraska
$776K +$745K +8,301 New
MAFM
717
Mid Atlantic Financial Management
Pennsylvania
$771K +$45.1K +503 +6%
CIA
718
Capital Investment Advisors
Georgia
$771K +$380K +4,239 +106%
WC
719
Westhampton Capital
North Carolina
$771K +$740K +8,245 New
PAM
720
Palisade Asset Management
Minnesota
$769K -$80.8K -900 -10%
Impax Asset Management Group
721
Impax Asset Management Group
United Kingdom
$768K +$97.9K +1,091 +15%
RIM
722
Regent Investment Management
Kentucky
$767K – – –
SFA
723
Sequoia Financial Advisors
Ohio
$762K +$104K +1,162 +17%
FFSOTS
724
Fiduciary Financial Services of The Southwest
Texas
$761K -$2.69K -30 -0.4%
HDIM
725
Hanson & Doremus Investment Management
Vermont
$759K +$12.8K +143 +2%