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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
MTC
901
McDaniel Terry & Co
Texas
$225K -$40.3K -500 -15%
GW
902
GW & Wade
Massachusetts
$225K -$37K -459 -14%
MWP
903
Moller Wealth Partners
$224K – – –
FI
904
FormulaFolio Investments
Michigan
$224K +$228K +2,834 New
HWA
905
HCR Wealth Advisors
California
$223K – – –
MWM
906
Mission Wealth Management
California
$222K +$10.1K +125 +5%
LNB
907
Ledyard National Bank
$221K +$61.2K +760 +38%
TWA
908
TCI Wealth Advisors
Arizona
$220K -$5.32K -66 -2%
CG
909
Caprock Group
Idaho
$220K +$17.6K +219 +9%
CC
910
Cognios Capital
Kansas
$219K +$322 +4 +0.1%
CIAN
911
Capstone Investment Advisors (Netherlands)
New York
$219K +$61.7K +766 +38%
BOS
912
Bank of Stockton
California
$217K +$221K +2,747 New
GXMC
913
Global X Management Company
New York
$215K +$48.5K +602 +28%
TCOV
914
Trust Company of Vermont
Vermont
$214K -$9.43K -117 -4%
FMC
915
First Merchants Corp
Indiana
$214K – – –
TAM
916
Todd Asset Management
Kentucky
$213K -$29.8M -370,064 -99%
MWM
917
Modera Wealth Management
New Jersey
$213K -$99.5K -1,235 -31%
ST
918
Smithfield Trust
Pennsylvania
$210K -$3.38K -42 -2%
Koshinski Asset Management
919
Koshinski Asset Management
Illinois
$209K +$24.2K +301 +13%
FHA
920
Flagship Harbor Advisors
Massachusetts
$208K -$1.61K -20 -0.7%
BP
921
Ballentine Partners
Massachusetts
$208K +$211K +2,617 New
TSW
922
Thompson Siegel & Walmsley
Virginia
$206K – – –
WJA
923
Williams Jones & Associates
New York
$206K – – –
SICM
924
Sustainable Insight Capital Management
New York
$206K +$209K +2,600 New
ACI
925
Alpha Cubed Investments
California
$206K +$210K +2,601 New