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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
1001
Bruderman Asset Management
New York
$147K +$166 +2 +0.1%
DPA
1002
Delphi Private Advisors
California
$146K -$1.58K -19 -1%
WA
1003
Winfield Associates
Ohio
$144K +$416 +5 +0.3%
Acadian Asset Management
1004
Acadian Asset Management
Massachusetts
$142K +$137K +1,646 New
BC
1005
Bartlett & Co
Ohio
$134K – – –
FMP
1006
Financial Management Professionals
Texas
$134K – – –
CFD
1007
Creative Financial Designs
Indiana
$134K +$129K +1,552 New
CWM
1008
Catamount Wealth Management
Connecticut
$123K +$41.6K +500 +54%
BTIS
1009
BB&T Investment Services
North Carolina
$122K +$115K +1,389 New
IWM
1010
IHT Wealth Management
Illinois
$122K +$117K +1,406 New
VCM
1011
Versant Capital Management
Arizona
$120K +$18.7K +225 +19%
CCM
1012
Cribstone Capital Management
Maine
$119K – – –
EWM
1013
Endurance Wealth Management
Rhode Island
$119K – – –
FIB
1014
First Interstate Bank
Montana
$113K -$270K -3,250 -71%
FANJ
1015
Financial Architects (New Jersey)
New Jersey
$112K -$68.3K -821 -39%
CAW
1016
Cornerstone Advisors (Washington)
Washington
$111K -$118K -1,415 -52%
M
1017
MOTCO
Texas
$111K – – –
BEAM
1018
Baker Ellis Asset Management
Washington
$107K +$103K +1,235 New
WB
1019
Webster Bank
Connecticut
$103K +$98.4K +1,184 New
MA
1020
MCF Advisors
Kentucky
$102K – – –
FCB
1021
First Command Bank
Texas
$102K +$98.1K +1,180 New
FCFS
1022
First Command Financial Services
Texas
$102K +$98.1K +1,180 New
GAM
1023
Gemmer Asset Management
California
$101K – – –
CLOS
1024
Compagnie Lombard Odier SCmA
Switzerland
$99K +$67.8K +816 +249%
CCMW
1025
Cypress Capital Management (Wyoming)
Wyoming
$98.3K -$4.16K -50 -4%