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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
NERM
726
New England Research & Management
Illinois
$443K +$23.3K +300 +6%
KFA
727
Kelleher Financial Advisors
New York
$441K +$3.89K +50 +0.9%
PVWM
728
Point View Wealth Management
New Jersey
$439K -$9.87K -127 -2%
PFSC
729
Peoples Financial Services Corp
Pennsylvania
$436K – – –
PP
730
Paloma Partners
Connecticut
$433K -$8.77M -112,880 -95%
SCM
731
Southport Capital Management
Tennessee
$433K -$37.9K -487 -8%
TRCT
732
Tower Research Capital (TRC)
New York
$432K -$253K -3,254 -38%
DWM
733
Destination Wealth Management
California
$432K +$181K +2,331 +77%
PCMM
734
Private Capital Management (Minnesota)
Minnesota
$431K +$109K +1,400 +35%
SFFS
735
Stonehage Fleming Financial Services
Jersey
$431K +$130K +1,675 +46%
SFA
736
Sequoia Financial Advisors
Ohio
$429K +$17.6K +227 +4%
RMCM
737
Reynders McVeigh Capital Management
Massachusetts
$428K -$16.7K -215 -4%
PI
738
PineBridge Investments
New York
$427K -$8.35M -107,360 -95%
HT
739
HighTower Trust
Texas
$427K +$11.7K +150 +3%
FMWA
740
Forvis Mazars Wealth Advisors
Missouri
$423K +$21.2K +273 +5%
CCA
741
Checchi Capital Advisers
California
$422K -$29.1K -374 -7%
IFAM
742
Institutional & Family Asset Management
Colorado
$422K – – –
STMM
743
South Texas Money Management
Texas
$419K -$10.9K -140 -3%
BCB
744
Brian C. Broderick
$419K -$2.33K -30 -0.6%
W
745
Wealthfront
California
$418K -$187K -2,400 -32%
CTA
746
Colonial Trust Advisors
South Carolina
$417K +$21.8K +280 +6%
SS
747
Simplicity Solutions
Minnesota
$416K +$13.4K +173 +3%
CIM
748
Corbyn Investment Management
Maryland
$416K +$14.1K +182 +4%
SCM
749
Schnieders Capital Management
California
$413K – – –
MCA
750
Mercer Capital Advisers
New Jersey
$405K – – –
28 29
30
31 32