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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
RVPG
1026
Relative Value Partners Group
$655K +$6.92K +48 +1%
FSC
1027
Full Sail Capital
Oklahoma
$653K -$189K -1,314 -25%
FEM
1028
Fulcrum Equity Management
Texas
$652K -$8.21K -57 -1%
Lazard Asset Management
1029
Lazard Asset Management
New York
$652K +$65K +451 +13%
KCIC
1030
Kuhn & Co Investment Counsel
Illinois
$648K
GIA
1031
GHP Investment Advisors
Colorado
$648K +$98.9K +686 +21%
RP
1032
Riverwater Partners
Wisconsin
$648K -$6.2K -43 -1%
FMB
1033
Field & Main Bank
Kentucky
$646K -$10.8K -75 -2%
PWM
1034
Perigon Wealth Management
California
$646K +$53.3K +370 +10%
JGUA
1035
John G. Ullman & Associates
New York
$645K
WG
1036
Welch Group
Alabama
$645K -$21.3K -148 -4%
RSWM
1037
Robertson Stephens Wealth Management
California
$643K +$21.5K +149 +4%
CI
1038
Conning Inc
Connecticut
$642K -$15.9K -110 -3%
RC
1039
Roundview Capital
New Jersey
$640K
AO
1040
Advisor OS
Illinois
$636K +$101K +700 +22%
HTIM
1041
Harbour Trust & Investment Management
Indiana
$634K -$5.48K -38 -1%
MFWP
1042
Mosaic Family Wealth Partners
Missouri
$633K +$144 +1 +0%
SAM
1043
Strategy Asset Managers
California
$631K +$7.93K +55 +1%
BA
1044
Ballew Advisors
Mississippi
$628K +$1.73K +12 +0.3%
4WM
1045
49 Wealth Management
Texas
$627K +$7.49K +52 +1%
MAM
1046
Montchanin Asset Management
Delaware
$626K +$552K +3,830 New
VWM
1047
Vivid Wealth Management
Iowa
$625K -$4.32K -30 -0.8%
ST
1048
Spinnaker Trust
Maine
$624K +$2.02K +14 +0.4%
CRC
1049
Curi RMB Capital
Illinois
$624K +$246K +1,708 +81%
SPL
1050
Smart Portfolios LLC
Washington
$624K