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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
JFA
1001
JNBA Financial Advisors
Minnesota
$61K +$8.17K +100 +15%
JIR
1002
James Investment Research
Ohio
$59K – – –
FNBSF
1003
First National Bank Sioux Falls
South Dakota
$58K +$4K +49 +7%
TG
1004
TLP Group
Illinois
$57K -$529K -6,477 -90%
IA
1005
IndexIQ Advisors
New York
$56K -$218K -2,669 -79%
CTB
1006
Country Trust Bank
Illinois
$56K – – –
AWMS
1007
Advocacy Wealth Management Services
Georgia
$56K +$13.9K +170 +31%
JAM
1008
Jolley Asset Management
North Carolina
$55K +$12.3K +150 +28%
CAL
1009
Capital Analysts LLC
Pennsylvania
$54.6K -$2.89M -35,392 -98%
AC
1010
Alexandria Capital
Virginia
$53K +$2.94K +36 +6%
FPFS
1011
First Personal Financial Services
North Carolina
$51K +$52.8K +646 New
GI
1012
Gradient Investments
Minnesota
$50K +$24.5K +300 +90%
DAM
1013
Delta Asset Management
Tennessee
$48K -$3.27K -40 -6%
AF
1014
Allworth Financial
California
$48K +$2.04K +25 +4%
TIM
1015
Tortoise Investment Management
New York
$48K +$7.76K +95 +19%
DOA
1016
D'Orazio & Associates
Virginia
$45K – – –
Financial Engines Advisors
1017
Financial Engines Advisors
California
$41K -$15.2K -186 -26%
EDRAML
1018
Edmond de Rothschild Asset Management (Luxembourg)
Luxembourg
$40K – – –
SEC
1019
Seven Eight Capital
New York
$39K -$1.11M -13,600 -96%
HCM
1020
Highlander Capital Management
New Jersey
$38K – – –
EDRE
1021
Edmond de Rothschild (Europe)
Luxembourg
$38K +$39.1K +479 New
AP
1022
Atwood & Palmer
Missouri
$37K – – –
CHP
1023
Cable Hill Partners
Oregon
$36K +$6.13K +75 +20%
KLI
1024
Kelman-Lazarov Inc
Tennessee
$35.6K – – –
HR
1025
Howe & Rusling
New York
$34K -$42.5K -520 -55%