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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
FNFDCM
776
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$360K – – –
PAS
777
Partnervest Advisory Services
California
$360K +$31.3K +427 +10%
STMM
778
South Texas Money Management
Texas
$358K +$19K +259 +6%
BC
779
Barnett & Company
Tennessee
$356K – – –
CCA
780
Checchi Capital Advisers
California
$354K +$3.23K +44 +1%
EWA
781
EP Wealth Advisors
California
$354K -$14.7K -200 -4%
RBC
782
Ronald Blue & Co
Georgia
$352K -$587 -8 -0.2%
LPC
783
Loeb Partners Corp
New York
$351K – – –
PAM
784
Private Asset Management
California
$348K -$2.2K -30 -0.7%
RC
785
Roundview Capital
New Jersey
$346K +$323K +4,402 New
SFT
786
Simmons First Trust
Arkansas
$343K – – –
FMWA
787
Forvis Mazars Wealth Advisors
Missouri
$341K +$318K +4,334 New
PTC
788
Private Trust Company
Ohio
$340K -$64.2K -875 -17%
SG
789
Somerset Group
Minnesota
$340K – – –
Group One Trading
790
Group One Trading
Illinois
$339K -$105K -1,434 -25%
SFA
791
Sequoia Financial Advisors
Ohio
$335K +$84.3K +1,148 +37%
LCM
792
LVM Capital Management
Michigan
$334K -$3.67K -50 -1%
LBC
793
Lowe Brockenbrough & Co
Virginia
$331K – – –
WEC
794
Winslow Evans & Crocker
Massachusetts
$330K – – –
EM
795
Excalibur Management
Massachusetts
$329K -$6.24K -85 -2%
RGC
796
Roberts, Glore & Co
Illinois
$329K -$3.67K -50 -1%
GAM
797
Gotham Asset Management
New York
$327K -$1.17K -16 -0.4%
BWP
798
Baldwin Wealth Partners
Massachusetts
$324K -$11.3K -154 -4%
W
799
Wealthfront
California
$324K +$121K +1,654 +67%
FMT
800
First Mercantile Trust
Tennessee
$322K – – –