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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
701
J.W. Coons Advisors
Ohio
$475K -$11.7K -200 -3%
FMBTD
702
First Midwest Bank Trust Division
Illinois
$474K -$699K -11,901 -64%
AF
703
Advisornet Financial
Minnesota
$474K -$127K -2,160 -24%
FLPIM
704
F.L. Putnam Investment Management
Massachusetts
$470K -$152K -2,595 -28%
HDIM
705
Hanson & Doremus Investment Management
Vermont
$470K -$5.46K -93 -1%
CS
706
Comerica Securities
Michigan
$469K +$20.5K +349 +5%
Luther King Capital Management (LKCM)
707
Luther King Capital Management (LKCM)
Texas
$465K +$12.1K +206 +3%
CT
708
Cambridge Trust
Massachusetts
$461K -$138K -2,346 -26%
AFIA
709
America First Investment Advisors
Nebraska
$460K -$10.7K -182 -3%
DP
710
Dearborn Partners
Illinois
$457K -$40.7K -694 -10%
SSA
711
South Street Advisors
New York
$457K +$384K +6,540 New
ATC
712
Adirondack Trust Company
New York
$456K -$51.5K -878 -12%
MIM
713
Miller Investment Management
Pennsylvania
$455K
USGIU
714
U.S. Global Investors (USGI)
Texas
$455K
AWM
715
Altium Wealth Management
New York
$454K +$29.9K +510 +9%
CP
716
Camelot Portfolios
Ohio
$454K +$137K +2,340 +56%
WAM
717
Weatherly Asset Management
California
$453K -$20.5K -349 -5%
AC
718
Allstate Corporation
Illinois
$453K +$380K +6,477 New
WA
719
Wealth Alliance
New York
$452K -$62.9K -1,072 -14%
BSW
720
Buckingham Strategic Wealth
Missouri
$450K -$1.1M -18,679 -74%
CFA
721
Carroll Financial Associates
North Carolina
$446K +$352 +6 +0.1%
PVWM
722
Point View Wealth Management
New Jersey
$446K +$40.7K +693 +12%
SP
723
Symmetry Partners
Connecticut
$445K -$4.87K -83 -1%
VFA
724
Valeo Financial Advisors
Indiana
$444K +$114K +1,940 +44%
FTDI
725
First Trust Direct Indexing
Massachusetts
$444K +$372K +6,343 New