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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
901
Salient Capital Advisors
Texas
$217K +$5.67K +73 +3%
GW
902
GW & Wade
Massachusetts
$215K +$1.87K +24 +0.9%
MSFP
903
Mark Sheptoff Financial Planning
Connecticut
$215K +$40.3K +519 +24%
GS
904
Girard Securities
California
$213K -$76.6K -985 -27%
WDA
905
Wendell David Associates
New Hampshire
$212K
BP
906
Ballentine Partners
Massachusetts
$212K +$5.83K +75 +3%
CG
907
Caprock Group
Idaho
$212K +$205K +2,633 New
EGA
908
Eagle Global Advisors
Texas
$211K
KFS
909
Kurt F. Somerville
$210K
RMSCM
910
R.M. Sincerbeaux Capital Management
New York
$209K
TSW
911
Thompson Siegel & Walmsley
Virginia
$209K
CRC
912
Curi RMB Capital
Illinois
$209K +$202K +2,597 New
CIC
913
Carnegie Investment Counsel
Ohio
$207K -$7.77K -100 -4%
AFG
914
Albion Financial Group
Utah
$207K +$389 +5 +0.2%
PHIMC
915
Private Harbour Investment Management & Counsel
Ohio
$206K
CL
916
CPWM LLC
Washington
$205K
GP
917
Girard Partners
Pennsylvania
$204K +$196K +2,526 New
HB
918
Homrich & Berg
Georgia
$204K +$197K +2,529 New
CBOR
919
Community Bank of Raymore
Missouri
$203K
KJHP
920
K.J. Harrison & Partners
Ontario, Canada
$201K +$194K +2,500 New
CFA
921
CT Financial Advisors
Pennsylvania
$199K
ST
922
Smithfield Trust
Pennsylvania
$197K -$4.66K -60 -2%
FFC
923
First Financial Corp
Indiana
$196K -$43.1K -554 -19%
Carson Wealth (CWM LLC)
924
Carson Wealth (CWM LLC)
Nebraska
$193K +$20K +257 +12%
S
925
SignatureFD
Georgia
$191K +$7.93K +102 +4%