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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
DVM
776
Dreman Value Management
Florida
$341K +$29.4K +441 +11%
GA
777
Geneva Advisors
Illinois
$338K -$53.4K -800 -15%
PTC
778
Private Trust Company
Ohio
$338K -$2.33K -35 -0.8%
PFS
779
Prospera Financial Services
Texas
$337K -$62.8K -942 -18%
BHA
780
Beech Hill Advisors
New York
$337K -$40K -600 -12%
RGC
781
Roberts, Glore & Co
Illinois
$336K -$26.7K -400 -8%
EWA
782
EP Wealth Advisors
California
$336K -$20.3K -305 -7%
BWFA
783
Baltimore-Washington Financial Advisors
Maryland
$334K +$289K +4,330 New
BMO
784
Beck Mack & Oliver
New York
$331K +$287K +4,296 New
OPTFSNA
785
Old Point Trust & Financial Services N A
Virginia
$327K -$25K -375 -8%
ICAS
786
Investors Capital Advisory Services
Massachusetts
$325K +$22.5K +338 +9%
STMM
787
South Texas Money Management
Texas
$324K -$4.94K -74 -2%
CIC
788
Crawford Investment Counsel
Georgia
$324K +$280K +4,200 New
WEC
789
Winslow Evans & Crocker
Massachusetts
$324K +$280K +4,200 New
FWP
790
FAS Wealth Partners
Kansas
$323K +$279K +4,186 New
WA
791
WealthTrust Axiom
Pennsylvania
$318K -$13.2K -198 -5%
SFT
792
Simmons First Trust
Arkansas
$317K – – –
PJSIMP
793
P.J. Schmidt Investment Management (PJS)
Wisconsin
$316K -$13.3K -200 -5%
PL
794
Plancorp LLC
Missouri
$314K +$272K +4,073 New
SSG
795
Summit Securities Group
New York
$312K +$203K +3,050 +305%
RBC
796
Ronald Blue & Co
Georgia
$306K +$13.1K +197 +5%
NB
797
NBT Bank
New York
$302K – – –
SRC
798
Shufro Rose & Co
New York
$302K – – –
NCM
799
Novare Capital Management
North Carolina
$300K – – –
RH
800
Rayner & Haynor
California
$300K +$259K +3,887 New