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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
726
Pointe Capital Management
Michigan
$453K -$19.4K -250 -4%
RB
727
Rodgers Brothers
Pennsylvania
$448K +$35K +450 +9%
TCM
728
Tributary Capital Management
Nebraska
$443K -$38.9K -500 -8%
NERM
729
New England Research & Management
Illinois
$443K +$23.3K +300 +6%
KFA
730
Kelleher Financial Advisors
New York
$441K +$3.89K +50 +0.9%
PVWM
731
Point View Wealth Management
New Jersey
$439K -$9.87K -127 -2%
PFSC
732
Peoples Financial Services Corp
Pennsylvania
$436K – – –
PP
733
Paloma Partners
Connecticut
$433K -$8.77M -112,880 -95%
SCM
734
Southport Capital Management
Tennessee
$433K -$37.9K -487 -8%
TRCT
735
Tower Research Capital (TRC)
New York
$432K -$253K -3,254 -38%
DWM
736
Destination Wealth Management
California
$432K +$181K +2,331 +77%
PCMM
737
Private Capital Management (Minnesota)
Minnesota
$431K +$109K +1,400 +35%
SFFS
738
Stonehage Fleming Financial Services
Jersey
$431K +$130K +1,675 +46%
SFA
739
Sequoia Financial Advisors
Ohio
$429K +$17.6K +227 +4%
RMCM
740
Reynders McVeigh Capital Management
Massachusetts
$428K -$16.7K -215 -4%
PI
741
PineBridge Investments
New York
$427K -$8.35M -107,360 -95%
HT
742
HighTower Trust
Texas
$427K +$11.7K +150 +3%
FMWA
743
Forvis Mazars Wealth Advisors
Missouri
$423K +$21.2K +273 +5%
CCA
744
Checchi Capital Advisers
California
$422K -$29.1K -374 -7%
IFAM
745
Institutional & Family Asset Management
Colorado
$422K – – –
STMM
746
South Texas Money Management
Texas
$419K -$10.9K -140 -3%
BCB
747
Brian C. Broderick
$419K -$2.33K -30 -0.6%
W
748
Wealthfront
California
$418K -$187K -2,400 -32%
CTA
749
Colonial Trust Advisors
South Carolina
$417K +$21.8K +280 +6%
SS
750
Simplicity Solutions
Minnesota
$416K +$13.4K +173 +3%