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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
CM
701
CoreCommodity Management
Connecticut
$931K +$6.11K +61 +0.7%
FNT
702
First Nebraska Trust
Nebraska
$927K +$75.2K +750 +9%
Wealth Enhancement Advisory Services
703
Wealth Enhancement Advisory Services
Minnesota
$924K -$2.06M -20,564 -70%
Impax Asset Management Group
704
Impax Asset Management Group
United Kingdom
$924K +$81.6K +814 +10%
PAS
705
Park Avenue Securities
New York
$923K +$903K +9,014 New
ANTB
706
AMG National Trust Bank
Colorado
$919K – – –
TA
707
Tiedemann Advisors
New York
$917K -$58.2K -581 -6%
TBA
708
Tower Bridge Advisors
Pennsylvania
$915K -$401K -4,000 -34%
JG
709
Jefferies Group
New York
$911K +$667K +6,653 +296%
WAOTB
710
Wealth Advisors of Tampa Bay
Florida
$907K – – –
BHWM
711
Bar Harbor Wealth Management
New Hampshire
$906K -$8.82K -88 -1%
AIP
712
Ahrens Investment Partners
Louisiana
$895K +$876K +8,744 New
PFS
713
Prospera Financial Services
Texas
$892K -$103K -1,030 -11%
SCA
714
Salient Capital Advisors
Texas
$892K +$873K +8,709 New
EH
715
Employers Holdings
Nevada
$889K +$87.2K +870 +11%
CWS
716
Cypress Wealth Services
California
$886K +$3.01K +30 +0.3%
HAIM
717
Hunter Associates Investment Management
Pennsylvania
$884K +$31.3K +312 +4%
ECG
718
Edge Capital Group
Georgia
$875K -$75.5K -753 -8%
CT
719
Cambridge Trust
Massachusetts
$871K +$5.01K +50 +0.6%
AMIM
720
Aull & Monroe Investment Management
Alabama
$858K -$195K -1,950 -19%
TAM
721
Tiverton Asset Management
Delaware
$857K – – –
PAM
722
Palisade Asset Management
Minnesota
$855K +$12K +120 +1%
IFWM
723
Institute for Wealth Management
Colorado
$851K -$27.2K -271 -3%
IRF
724
IBM Retirement Fund
New York
$851K -$10.6K -106 -1%
Luther King Capital Management (LKCM)
725
Luther King Capital Management (LKCM)
Texas
$850K -$18K -180 -2%