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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
VHAM
776
Van Hulzen Asset Management
California
$542K – – –
HT
777
HighTower Trust
Texas
$542K +$9.8K +115 +2%
CPWA
778
Cerro Pacific Wealth Advisors
California
$541K +$258K +3,023 +82%
FFM
779
Forum Financial Management
Illinois
$539K -$123K -1,449 -18%
NL
780
NWAM LLC
Washington
$537K -$231K -2,707 -29%
Vanguard Capital Wealth Advisors
781
Vanguard Capital Wealth Advisors
Colorado
$532K -$3.15K -37 -0.6%
BHWM
782
Bar Harbor Wealth Management
New Hampshire
$531K -$12.9K -151 -2%
SCM
783
Stevens Capital Management
Pennsylvania
$530K -$265K -3,112 -32%
NHC
784
Nicholas Hoffman & Company
Georgia
$528K +$558K +6,546 New
SSB
785
Sandy Spring Bank
Maryland
$527K -$2.39K -28 -0.4%
MIM
786
Miller Investment Management
Pennsylvania
$525K – – –
USGIU
787
U.S. Global Investors (USGI)
Texas
$525K – – –
CCMD
788
Cypress Capital Management (Delaware)
Delaware
$524K -$34.1K -400 -6%
SCP
789
Stamos Capital Partners
California
$524K +$308K +3,610 +125%
CCA
790
Childress Capital Advisors
Texas
$523K +$3.15K +37 +0.6%
MA
791
MCF Advisors
Kentucky
$522K +$10.8K +127 +2%
CG
792
Colony Group
Massachusetts
$521K -$158K -1,859 -22%
WC
793
Westhampton Capital
North Carolina
$521K – – –
WA
794
Wealth Alliance
New York
$521K +$10.7K +126 +2%
SC
795
Savant Capital
Illinois
$518K -$5.28K -62 -1%
SSA
796
South Street Advisors
New York
$518K – – –
MM
797
Meridian Management
Arkansas
$513K +$541K +6,352 New
CPIG
798
Chicago Partners Investment Group
Illinois
$512K +$85.5K +1,003 +26%
GI
799
GAMCO Investors
Connecticut
$510K -$90.9K -1,066 -14%
PAM
800
Palisade Asset Management
Minnesota
$510K +$5.54K +65 +1%