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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
PWAG
751
Polaris Wealth Advisory Group
California
$382K +$378K +4,960 New
MA
752
Montag & Associates
Georgia
$380K -$26.6K -350 -7%
KB
753
Kimelman & Baird
New York
$379K -$12.9K -170 -3%
SG
754
Somerset Group
Minnesota
$375K +$371K +4,871 New
CTA
755
Colonial Trust Advisors
South Carolina
$372K – – –
FCH
756
Freestone Capital Holdings
Washington
$370K +$9.97K +131 +3%
DWT
757
Dorsey & Whitney Trust
South Dakota
$365K -$215K -2,825 -37%
ARMC
758
American Research & Management Company
Massachusetts
$365K – – –
PGFC
759
Peapack-Gladstone Financial Corp
New Jersey
$364K – – –
BFC
760
Blue Fin Capital
Rhode Island
$361K -$4.57K -60 -1%
FIG
761
Fusion Investment Group
Pennsylvania
$360K -$20.4K -268 -5%
GIS
762
Guardian Investor Services
New York
$356K -$20.9K -274 -6%
TIA
763
Tiemann Investment Advisors
California
$356K – – –
WIS
764
Wright Investors Service
Connecticut
$355K -$11.3K -148 -3%
BJL
765
Brighton Jones LLC
Washington
$355K -$1.75K -23 -0.5%
BWP
766
Baldwin Wealth Partners
Massachusetts
$355K – – –
Dodge & Cox
767
Dodge & Cox
California
$354K – – –
CIC
768
Crawford Investment Counsel
Georgia
$353K +$28.6K +375 +9%
AB
769
Atlas Brown
Kentucky
$351K – – –
BHA
770
Beech Hill Advisors
New York
$349K +$12.2K +160 +4%
KFC
771
Klingenstein Fields & Co
New York
$347K -$509K -6,689 -60%
EM
772
Excalibur Management
Massachusetts
$346K -$16.2K -213 -5%
LPC
773
Loeb Partners Corp
New York
$344K – – –
MAA
774
Mraz Amerine & Associates
California
$344K +$152 +2 +0%
WA
775
Waverly Advisors
Alabama
$344K +$323K +4,238 +1,909%