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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
GBBWRPM
1001
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$82K – – –
OC
1002
Oakworth Capital
Alabama
$78K – – –
WB
1003
Webster Bank
Connecticut
$77K -$17.2K -213 -18%
JFA
1004
JNBA Financial Advisors
Minnesota
$75K +$15.5K +193 +25%
RFA
1005
Reilly Financial Advisors
California
$74K -$8.06K -100 -10%
KF
1006
Krilogy Financial
Missouri
$69K – – –
CCA
1007
Catalyst Capital Advisors
New York
$68K -$8.06K -100 -10%
CHP
1008
Cable Hill Partners
Oregon
$64K – – –
EDRH
1009
Edmond de Rothschild Holding
Switzerland
$63K -$3.54K -44 -5%
TFO
1010
Tarbox Family Office
California
$63K – – –
OFS
1011
Orrstown Financial Services
Pennsylvania
$63K +$64.4K +800 New
TF
1012
Tompkins Financial
New York
$62K – – –
KTC
1013
Kistler-Tiffany Companies
Pennsylvania
$61K -$22.2K -275 -26%
AIS
1014
Accurate Investment Solutions
Pennsylvania
$61K +$242 +3 +0.4%
AP
1015
Atwood & Palmer
Missouri
$60K – – –
JAM
1016
Jolley Asset Management
North Carolina
$54K – – –
AC
1017
Alexandria Capital
Virginia
$53K +$81 +1 +0.1%
GEA
1018
Glen Eagle Advisors
New Jersey
$49.9K +$36.2K +449 +248%
DAM
1019
Delta Asset Management
Tennessee
$48K – – –
AF
1020
Allworth Financial
California
$47K +$806 +10 +2%
DOA
1021
D'Orazio & Associates
Virginia
$45K – – –
MWM
1022
Mascoma Wealth Management
New Hampshire
$44K – – –
FCB
1023
First Command Bank
Texas
$43K -$51.6K -640 -54%
FCFS
1024
First Command Financial Services
Texas
$43K -$51.6K -640 -54%
BRC
1025
Bell Rock Capital
Delaware
$43K +$322 +4 +0.7%