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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
1026
Chicago Partners Investment Group
Illinois
$316K +$14.2K +142 +5%
BBA
1027
BLB&B Advisors
Pennsylvania
$315K -$3.01K -30 -1%
FSWA
1028
Financial Synergies Wealth Advisors
Texas
$314K +$44K +439 +17%
HC
1029
HNP Capital
New York
$313K – – –
NFG
1030
Nations Financial Group
Iowa
$313K +$6.31K +63 +2%
PL
1031
Plancorp LLC
Missouri
$312K -$11.3K -113 -4%
APG
1032
Abacus Planning Group
South Carolina
$312K +$49.4K +493 +19%
BST
1033
Bath Savings Trust
Maine
$312K +$305K +3,048 New
BCB
1034
Brian C. Broderick
$311K -$2.51K -25 -0.8%
FWP
1035
FAS Wealth Partners
Kansas
$311K – – –
Vanguard Capital Wealth Advisors
1036
Vanguard Capital Wealth Advisors
Colorado
$311K +$200 +2 +0.1%
VAS
1037
Vestmark Advisory Solutions
Massachusetts
$309K -$245K -2,443 -45%
TAM
1038
Trillium Asset Management
Massachusetts
$309K +$302K +3,014 New
IA
1039
IFG Advisory
Georgia
$307K -$47.8K -477 -14%
FHA
1040
Flagship Harbor Advisors
Massachusetts
$307K +$16.8K +168 +6%
BJL
1041
Brighton Jones LLC
Washington
$305K -$25.3K -252 -8%
CA
1042
Calton & Associates
Florida
$305K +$66.8K +667 +29%
NQWM
1043
Northwest Quadrant Wealth Management
Oregon
$304K +$1.7K +17 +0.6%
JSL
1044
JT Stratford LLC
Georgia
$303K +$296K +2,956 New
RWA
1045
Ropes Wealth Advisors
Massachusetts
$301K -$4.41K -44 -1%
EDRIA
1046
Edmonds Duncan Registered Investment Advisors
Kansas
$300K – – –
FRM
1047
Fox Run Management
Connecticut
$300K +$294K +2,929 New
CEP
1048
Chicago Equity Partners
Illinois
$300K +$294K +2,930 New
CAM
1049
ClariVest Asset Management
California
$298K -$9.15M -91,264 -97%
CC
1050
Cadinha & Co
Hawaii
$298K – – –