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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
WAS
851
Wealth Advisory Solutions
Indiana
$851K
TL
852
Tradewinds LLC
North Carolina
$851K +$892K +6,026 New
HCA
853
Heck Capital Advisors
Wisconsin
$850K
PCC
854
Park Circle Company
Maryland
$847K
SFS
855
Strategic Financial Services
New York
$846K -$7.4K -50 -0.8%
RPCONE
856
Retirement Planning Company of New England
Rhode Island
$844K +$38.9K +263 +5%
DP
857
Dearborn Partners
Illinois
$843K -$20K -135 -2%
SIA
858
Schechter Investment Advisors
Michigan
$842K -$34.2K -231 -4%
SSB
859
Sandy Spring Bank
Maryland
$840K +$7.25K +49 +0.8%
MGIA
860
Matthew Goff Investment Advisor
Texas
$838K
JFGIW
861
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$838K +$184K +1,245 +27%
KFS
862
Keynote Financial Services
Connecticut
$833K
Verition Fund Management
863
Verition Fund Management
Connecticut
$831K +$179K +1,206 +26%
FNBTCON
864
First National Bank & Trust Co of Newtown
Pennsylvania
$830K -$74K -500 -8%
WIA
865
Westbourne Investment Advisors
Maryland
$830K
PAM
866
Palisade Asset Management
Minnesota
$830K
MPWT
867
MassMutual Private Wealth & Trust
Connecticut
$825K -$35.2K -238 -4%
Vanguard Capital Wealth Advisors
868
Vanguard Capital Wealth Advisors
Colorado
$818K +$236K +1,597 +38%
WFC
869
Western Financial Corp
California
$818K +$45K +304 +6%
MHR
870
Matthew Hamilton Rosenberg
$816K -$29K -196 -3%
PWPS
871
Pinnacle Wealth Planning Services
Ohio
$815K -$2.81K -19 -0.3%
IAN
872
Integrated Advisors Network
Texas
$814K -$11K -74 -1%
AGP
873
Autumn Glory Partners
Texas
$810K +$148K +1,000 +21%
EFS
874
Essex Financial Services
Connecticut
$810K +$418K +2,826 +90%
VC
875
Veracity Capital
Georgia
$809K -$218K -1,474 -20%