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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
AFG
951
Albion Financial Group
Utah
$210K +$221K +2,566 New
PHIMC
952
Private Harbour Investment Management & Counsel
Ohio
$209K -$3.19K -37 -1%
FMLI
953
Fukoku Mutual Life Insurance
Japan
$209K – – –
DWM
954
Destination Wealth Management
California
$209K +$221K +2,558 New
CL
955
CPWM LLC
Washington
$208K +$219K +2,543 New
BC
956
Barnett & Company
Tennessee
$207K +$218K +2,525 New
CBOR
957
Community Bank of Raymore
Missouri
$207K +$220K +2,544 New
CWM
958
Cabot Wealth Management
Massachusetts
$206K +$218K +2,522 New
FHA
959
First Horizon Advisors
Tennessee
$205K +$50.4K +584 +30%
BUB
960
BBVA USA Bancshares
Texas
$205K +$215K +2,497 New
HCMT
961
Highland Capital Management (Texas)
Texas
$205K +$216K +2,500 New
SIC
962
SFE Investment Counsel
California
$204K -$104K -1,200 -32%
PAS
963
Partnervest Advisory Services
California
$204K +$215K +2,497 New
SRC
964
Shufro Rose & Co
New York
$204K +$216K +2,500 New
Parallax Volatility Advisers
965
Parallax Volatility Advisers
California
$203K -$1.92M -22,196 -90%
ANB
966
Amarillo National Bank
Texas
$203K +$214K +2,479 New
GP
967
Girard Partners
Pennsylvania
$203K +$214K +2,485 New
NB
968
NBT Bank
New York
$201K -$26.1K -302 -11%
MIP
969
Marietta Investment Partners
Wisconsin
$201K – – –
HCM
970
Hodges Capital Management
Texas
$201K +$213K +2,463 New
RWA
971
Ropes Wealth Advisors
Massachusetts
$193K – – –
MSFP
972
Mark Sheptoff Financial Planning
Connecticut
$192K – – –
TF
973
Tompkins Financial
New York
$192K +$87K +1,008 +75%
NFG
974
Next Financial Group
Texas
$191K -$53.8K -623 -21%
GLI
975
Guardian Life Insurance
New York
$184K -$47.7K -553 -20%