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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
IWA
1001
Inspirion Wealth Advisors
Illinois
$286K
II
1002
Inspire Investing
Idaho
$286K +$54.8K +561 +20%
BC
1003
Bartlett & Co
Ohio
$285K +$27.9K +286 +9%
BCWM
1004
Bartlett & Co Wealth Management
Ohio
$285K +$27.9K +286 +9%
SAM
1005
Summit Asset Management
Tennessee
$284K +$98 +1 +0%
Jones Financial Companies
1006
Jones Financial Companies
Missouri
$281K -$293 -3 -0.1%
BBA
1007
BLB&B Advisors
Pennsylvania
$280K +$48.9K +500 +18%
WorldQuant Millennium Advisors
1008
WorldQuant Millennium Advisors
New York
$279K +$61.5K +629 +24%
BJL
1009
Brighton Jones LLC
Washington
$277K -$8.6K -88 -3%
IA
1010
IFG Advisory
Georgia
$276K -$16.3K -167 -5%
CAM
1011
Covenant Asset Management
New Jersey
$276K
WIA
1012
Wealthstreet Investment Advisors
Texas
$276K
DAC
1013
Dividend Assets Capital
South Carolina
$276K +$17.1K +175 +6%
FNC
1014
First National Corp
Massachusetts
$276K +$314K +3,209 New
GC
1015
Grimes & Company
Massachusetts
$275K +$118K +1,204 +61%
BFC
1016
Blue Fin Capital
Rhode Island
$274K -$37.4K -383 -11%
SWK
1017
Stephen W. Kidder
$274K
DIA
1018
Dana Investment Advisors
Wisconsin
$274K +$311K +3,180 New
AIP
1019
Almanack Investment Partners
Pennsylvania
$273K -$6.35K -65 -2%
HC
1020
HNP Capital
New York
$273K +$309K +3,164 New
GP
1021
Girard Partners
Pennsylvania
$271K -$69.3K -709 -18%
LCM
1022
Landscape Capital Management
New Jersey
$271K +$307K +3,145 New
Vanguard Capital Wealth Advisors
1023
Vanguard Capital Wealth Advisors
Colorado
$270K -$16.4K -168 -5%
FCH
1024
Freestone Capital Holdings
Washington
$269K +$33.5K +343 +12%
CG
1025
Cutler Group
California
$269K +$305K +3,126 New