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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
TF
976
Tompkins Financial
New York
$181K -$20.6K -253 -11%
S
977
SignatureFD
Georgia
$181K +$10.1K +124 +6%
LWCFA
978
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$180K +$24.3K +299 +17%
JIC
979
Joel Isaacson & Co
New York
$178K – – –
BC
980
Barnett & Company
Tennessee
$171K -$44.7K -550 -22%
SFFS
981
Stonehage Fleming Financial Services
Jersey
$170K +$167K +2,060 New
SWA
982
Sutton Wealth Advisors
Florida
$168K +$157K +1,937 New
GWM
983
Gupta Wealth Management
California
$166K +$8.29K +102 +6%
PCM
984
Prelude Capital Management
New York
$161K -$127K -1,560 -46%
ACM
985
Argentus Capital Management
Texas
$161K -$99.6K -1,225 -40%
FHA
986
First Horizon Advisors
Tennessee
$159K -$47.4K -583 -23%
SBL
987
Sargent Bickham Lagudis
Colorado
$159K +$149K +1,839 New
TCOV
988
Trust Company of Vermont
Vermont
$158K -$32.3K -397 -18%
WA
989
Winfield Associates
Ohio
$156K -$8.13K -100 -5%
BAM
990
Bruderman Asset Management
New York
$155K +$163 +2 +0.1%
DPA
991
Delphi Private Advisors
California
$153K -$1.63K -20 -1%
GLI
992
Guardian Life Insurance
New York
$152K -$39.9K -491 -22%
BAM
993
Barrett Asset Management
New York
$151K – – –
SC
994
SRB Corp
Massachusetts
$149K +$11.9K +146 +9%
ADL
995
Asset Dedication LLC
California
$145K -$6.58K -81 -5%
LNB
996
Ledyard National Bank
$144K +$8.13K +100 +6%
FMP
997
Financial Management Professionals
Texas
$135K – – –
BC
998
Bartlett & Co
Ohio
$134K -$4.06K -50 -3%
EFSCE
999
Enterprise Financial Services Corp (EFSC)
Missouri
$127K +$19.3K +238 +19%
PMFA
1000
Plante Moran Financial Advisors
Michigan
$124K +$23.2K +285 +25%