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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
951
Plante Moran Financial Advisors
Michigan
$149K +$13K +161 +9%
DSI
952
Daiwa SB Investments
Japan
$147K -$15.3K -190 -9%
MSFP
953
Mark Sheptoff Financial Planning
Connecticut
$140K -$414K -5,144 -74%
PFBT
954
Parkside Financial Bank & Trust
Missouri
$140K -$84K -1,043 -37%
BAM
955
Barrett Asset Management
New York
$140K +$4.03K +50 +3%
CAM
956
Close Asset Management
United Kingdom
$136K
GLI
957
Guardian Life Insurance
New York
$135K +$886 +11 +0.6%
WA
958
Winfield Associates
Ohio
$131K -$403 -5 -0.3%
BTIS
959
BB&T Investment Services
North Carolina
$131K +$22K +273 +20%
DPA
960
Delphi Private Advisors
California
$130K -$3.63K -45 -3%
Acadian Asset Management
961
Acadian Asset Management
Massachusetts
$130K
FMA
962
FNY Managed Accounts
New York
$127K +$130K +1,614 New
LWCFA
963
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$124K -$33.4K -414 -21%
BC
964
Bartlett & Co
Ohio
$123K
FMP
965
Financial Management Professionals
Texas
$123K
MPWT
966
MassMutual Private Wealth & Trust
Connecticut
$123K -$22.7K -282 -15%
RPG
967
Risk Paradigm Group
Texas
$121K +$58.9K +731 +91%
PI
968
PineBridge Investments
New York
$114K -$27.2K -338 -19%
CGT
969
Capital Guardian Trust
California
$113K -$153K -1,900 -57%
FHA
970
First Horizon Advisors
Tennessee
$113K +$17.2K +213 +17%
FNB
971
Farmers National Bank
Kentucky
$113K +$113K +1,404 New
CWM
972
Catamount Wealth Management
Connecticut
$112K
WIM
973
Westside Investment Management
California
$110K +$80.6K +1,000 +239%
VCM
974
Versant Capital Management
Arizona
$109K -$1.21K -15 -1%
EWM
975
Endurance Wealth Management
Rhode Island
$109K