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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
RGC
951
Roberts, Glore & Co
Illinois
$520K +$147K +1,306 +39%
LOAME
952
Lombard Odier Asset Management (Europe)
United Kingdom
$519K – – –
FNFDCM
953
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$517K – – –
KA
954
Kovack Advisors
Florida
$516K -$32.5K -289 -6%
AWA
955
Arete Wealth Advisors
Illinois
$512K -$59.5K -530 -10%
FMWA
956
Forvis Mazars Wealth Advisors
Missouri
$510K +$12.9K +115 +3%
WI
957
Wedgewood Investors
Pennsylvania
$507K -$5.62K -50 -1%
PVWM
958
Point View Wealth Management
New Jersey
$506K -$25.2K -224 -5%
ONB
959
Old National Bancorp
Indiana
$502K -$91.8K -817 -15%
ZIC
960
ZWJ Investment Counsel
Georgia
$502K +$507K +4,510 New
CA
961
Clearstead Advisors
Ohio
$500K – – –
CCM
962
Compton Capital Management
Rhode Island
$499K -$11.2K -100 -2%
WA
963
Wambolt & Associates
Colorado
$498K -$11K -98 -2%
GCM
964
Gables Capital Management
Florida
$495K +$48.9K +435 +11%
ATPW
965
Ashton Thomas Private Wealth
Arizona
$494K -$337 -3 -0.1%
APW
966
Austin Private Wealth
Texas
$492K +$497K +4,420 New
LCM
967
LVM Capital Management
Michigan
$490K -$25.5K -227 -5%
BIM
968
Bridges Investment Management
Nebraska
$487K -$11.2K -100 -2%
REMPR
969
Roof Eidam Maycock Peralta (REMP)
California
$486K – – –
BEC
970
Blue Edge Capital
Virginia
$486K +$225 +2 +0%
ST
971
Spinnaker Trust
Maine
$485K – – –
SC
972
SRB Corp
Massachusetts
$484K -$28.2K -251 -5%
AIM
973
Achmea Investment Management
Netherlands
$481K – – –
AWCI
974
Alpine Woods Capital Investors
New York
$481K +$485K +4,315 New
JGUA
975
John G. Ullman & Associates
New York
$480K -$30.9K -275 -6%