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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
PGA
1051
Portland Global Advisors
Maine
$263K
CA
1052
CapWealth Advisors
Tennessee
$262K -$13.5K -150 -5%
BMCM
1053
Bryn Mawr Capital Management
Pennsylvania
$260K
WIS
1054
Wright Investors Service
Connecticut
$259K -$808 -9 -0.3%
NQWM
1055
Northwest Quadrant Wealth Management
Oregon
$256K -$7.18K -80 -3%
DIM
1056
Delta Investment Management
California
$254K +$245K +2,725 New
BCI
1057
Brinker Capital Investments
Pennsylvania
$253K -$567K -6,316 -70%
ACM
1058
Argent Capital Management
Missouri
$253K
SFFS
1059
Stonehage Fleming Financial Services
Jersey
$253K
FLPIM
1060
F.L. Putnam Investment Management
Massachusetts
$252K -$68.2K -760 -22%
TNB
1061
Thomasville National Bank
Georgia
$252K -$17.9K -200 -7%
PWP
1062
Principle Wealth Partners
Connecticut
$252K +$242K +2,693 New
EM
1063
Excalibur Management
Massachusetts
$251K +$2.24K +25 +0.9%
MBT
1064
Montecito Bank & Trust
California
$250K +$9.42K +105 +4%
SBSB
1065
Sullivan, Bruyette, Speros & Blaney
Virginia
$250K +$23.6K +263 +11%
Cerity Partners
1066
Cerity Partners
New York
$248K -$1.79M -19,931 -88%
PCA
1067
Personal Capital Advisors
California
$248K -$1.52K -17 -0.6%
WP
1068
WealthSource Partners
California
$247K +$46.1K +514 +24%
FSWA
1069
Financial Synergies Wealth Advisors
Texas
$246K +$17.4K +194 +8%
AFG
1070
Albion Financial Group
Utah
$245K
CBT
1071
Capital Bank & Trust
California
$245K +$10.5K +117 +5%
NFG
1072
Nations Financial Group
Iowa
$245K +$20.3K +226 +9%
BRWM
1073
B. Riley Wealth Management
Tennessee
$245K +$20.4K +227 +9%
QT
1074
Quantamental Technologies
New York
$245K +$234K +2,609 +17,393%
NFP
1075
Narus Financial Partners
Utah
$244K +$234K +2,613 New