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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
SAMC
801
Shinko Asset Management Company
Japan
$165K -$11.6K -200 -7%
BAM
802
Barrett Asset Management
New York
$164K
HR
803
Howe & Rusling
New York
$161K -$6.9K -119 -4%
EWM
804
Edge Wealth Management
New York
$158K +$51.9K +895 +49%
AFC
805
AFT Forsyth & Company
Florida
$151K +$4.35K +75 +3%
BC
806
Bartlett & Co
Ohio
$145K -$34.8K -601 -19%
FCT
807
Family Capital Trust
Massachusetts
$145K
Northwestern Mutual Wealth Management
808
Northwestern Mutual Wealth Management
Wisconsin
$143K +$26.7K +461 +23%
ACM
809
Antonetti Capital Management
Florida
$142K +$21.7K +375 +18%
JT
810
Jump Trading
Illinois
$141K +$141K +2,440 New
BOK
811
Bank of Kentucky
Kentucky
$134K
LFR
812
Lehman Financial Resources
Pennsylvania
$134K
CAL
813
Capital Analysts LLC
Pennsylvania
$132K
Envestnet Asset Management
814
Envestnet Asset Management
Illinois
$123K -$87K -1,501 -41%
JWM
815
Jacobus Wealth Management
Wisconsin
$122K +$122K +2,105 New
TF
816
Tompkins Financial
New York
$118K
FNBSF
817
First National Bank Sioux Falls
South Dakota
$115K
TF
818
Trutina Financial
Washington
$111K +$111K +1,922 New
LWCFA
819
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$108K -$192K -3,306 -64%
VCM
820
Vigilant Capital Management
Maine
$103K
DBT
821
Dubuque Bank & Trust
Iowa
$102K
M
822
MOTCO
Texas
$98K
EFSCE
823
Enterprise Financial Services Corp (EFSC)
Missouri
$95K -$928 -16 -1%
TCOV
824
Trust Company of Vermont
Vermont
$94K
OAM
825
Orinda Asset Management
California
$93K +$92.8K +1,600 New