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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
701
Wealth Enhancement Advisory Services
Minnesota
$924K -$2.06M -20,564 -70%
Impax Asset Management Group
702
Impax Asset Management Group
United Kingdom
$924K +$81.6K +814 +10%
PAS
703
Park Avenue Securities
New York
$923K +$903K +9,014 New
ANTB
704
AMG National Trust Bank
Colorado
$919K
TA
705
Tiedemann Advisors
New York
$917K -$58.2K -581 -6%
TBA
706
Tower Bridge Advisors
Pennsylvania
$915K -$401K -4,000 -34%
JG
707
Jefferies Group
New York
$911K +$667K +6,653 +296%
WAOTB
708
Wealth Advisors of Tampa Bay
Florida
$907K
BHWM
709
Bar Harbor Wealth Management
New Hampshire
$906K -$8.82K -88 -1%
AIP
710
Ahrens Investment Partners
Louisiana
$895K +$876K +8,744 New
PFS
711
Prospera Financial Services
Texas
$892K -$103K -1,030 -11%
SCA
712
Salient Capital Advisors
Texas
$892K +$873K +8,709 New
EH
713
Employers Holdings
Nevada
$889K +$87.2K +870 +11%
CWS
714
Cypress Wealth Services
California
$886K +$3.01K +30 +0.3%
HAIM
715
Hunter Associates Investment Management
Pennsylvania
$884K +$31.3K +312 +4%
ECG
716
Edge Capital Group
Georgia
$875K -$75.5K -753 -8%
CT
717
Cambridge Trust
Massachusetts
$871K +$5.01K +50 +0.6%
AMIM
718
Aull & Monroe Investment Management
Alabama
$858K -$195K -1,950 -19%
TAM
719
Tiverton Asset Management
Delaware
$857K
PAM
720
Palisade Asset Management
Minnesota
$855K +$12K +120 +1%
IFWM
721
Institute for Wealth Management
Colorado
$851K -$27.2K -271 -3%
IRF
722
IBM Retirement Fund
New York
$851K -$10.6K -106 -1%
Luther King Capital Management (LKCM)
723
Luther King Capital Management (LKCM)
Texas
$850K -$18K -180 -2%
CIA
724
Capital Investment Advisors
Georgia
$850K +$6.21K +62 +0.8%
Wealthfront Advisers
725
Wealthfront Advisers
California
$842K +$162K +1,617 +24%