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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1001
Ackerman Capital Advisors
Texas
$446K -$112K -1,000 -20%
MA
1002
Montag & Associates
Georgia
$446K -$44.9K -400 -9%
FNBOH
1003
First National Bank of Hutchinson
Kansas
$445K +$225 +2 +0.1%
IAMOG
1004
Investors Asset Management of Georgia
Georgia
$442K -$11.2K -100 -2%
PL
1005
Perpetual Ltd
Australia
$442K – – –
TAM
1006
Townsend Asset Management
North Carolina
$442K +$446K +3,968 New
ATC
1007
Argent Trust Co
Tennessee
$441K -$9.1K -81 -2%
CPC
1008
Congress Park Capital
New York
$439K – – –
WSTAM
1009
Wilbanks Smith & Thomas Asset Management
Virginia
$439K +$7.86K +70 +2%
SP
1010
Successful Portfolios
Florida
$438K -$20.1K -179 -4%
AG
1011
Algert Global
California
$438K +$442K +3,932 New
BUB
1012
BBVA USA Bancshares
Texas
$437K +$130K +1,161 +42%
CP
1013
Covenant Partners
Tennessee
$430K +$198K +1,762 +84%
GP
1014
Girard Partners
Pennsylvania
$429K +$26.3K +234 +6%
TIA
1015
Tiemann Investment Advisors
California
$426K -$12.6K -112 -3%
EWF
1016
Epstein & White Financial
California
$426K +$429K +3,815 New
IC
1017
IEQ Capital
California
$426K +$431K +3,833 New
CAM
1018
Columbia Asset Management
Michigan
$423K -$14.8K -132 -3%
TCOV
1019
Trust Company of Vermont
Vermont
$423K +$16.6K +148 +4%
FCA
1020
FinTrust Capital Advisors
South Carolina
$420K +$356K +3,171 +529%
CAAS
1021
Capital Asset Advisory Services
Michigan
$420K +$523K +4,654 New
Cerity Partners
1022
Cerity Partners
New York
$414K -$34.7K -309 -8%
WJWM
1023
Williams Jones Wealth Management
New York
$413K -$67.4K -600 -14%
BWP
1024
Bernardo Wealth Planning
Pennsylvania
$412K -$562 -5 -0.1%
GIM
1025
Greylin Investment Management
Virginia
$411K -$149K -1,325 -26%