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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
BP
751
BWM Planning
Texas
$1.02M – – –
NW
752
Naviter Wealth
Arkansas
$1.02M -$47.6K -354 -4%
FNBOMD
753
First National Bank of Mount Dora
Florida
$1.02M -$23.6K -175 -2%
AFA
754
AA Financial Advisors
Ohio
$1.02M -$31.1K -231 -3%
DAS
755
Diversify Advisory Services
Utah
$1.01M -$42.8K -318 -4%
VHAM
756
Van Hulzen Asset Management
California
$1.01M – – –
CPWA
757
Cerro Pacific Wealth Advisors
California
$1M -$11.2K -83 -1%
GT
758
Glenview Trust
Kentucky
$1M -$64.6K -480 -6%
Fidelity International
759
Fidelity International
Bermuda
$999K +$725K +5,389 +229%
EGA
760
Eagle Global Advisors
Texas
$984K – – –
FF
761
Friedenthal Financial
New Jersey
$979K +$1M +7,434 +4,796%
BSA
762
Bull Street Advisors
Georgia
$978K -$3.77K -28 -0.4%
VI
763
Vestcor Inc
New Brunswick, Canada
$973K – – –
B
764
Bellecapital
Switzerland
$972K +$599K +4,453 +144%
MC
765
Machina Capital
France
$970K +$262K +1,950 +35%
Verition Fund Management
766
Verition Fund Management
Connecticut
$963K -$12.9M -95,565 -93%
PG
767
Patten Group
Tennessee
$962K -$226K -1,676 -18%
FCBT
768
First Citizens Bank & Trust
North Carolina
$960K +$507K +3,764 +102%
FG
769
Fiduciary Group
Georgia
$959K -$2.69K -20 -0.3%
PFW
770
Petros Family Wealth
Minnesota
$957K +$264K +1,965 +36%
RIA
771
Regal Investment Advisors
Michigan
$955K -$68.2K -507 -6%
CWM
772
Cornerstone Wealth Management
Missouri
$951K +$8.21K +61 +0.8%
AssetMark Inc
773
AssetMark Inc
California
$950K +$548K +4,069 +124%
PWM
774
Perigon Wealth Management
California
$945K +$179K +1,333 +22%
RMC
775
Resources Management Corp
Connecticut
$939K -$102K -760 -9%