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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
1101
Trillium Asset Management
Massachusetts
$235K
MWM
1102
Modera Wealth Management
New Jersey
$235K +$235K +2,090 New
ET
1103
Equitable Trust
Tennessee
$234K +$235K +2,088 New
JT
1104
Jump Trading
Illinois
$233K +$234K +2,079 New
WCM
1105
Whitener Capital Management
North Carolina
$232K +$112 +1 +0%
GC
1106
Gilbert & Cook
Iowa
$231K +$231K +2,055 New
LA
1107
LVW Advisors
New York
$230K -$7.08K -63 -3%
SIC
1108
SFE Investment Counsel
California
$228K +$228K +2,028 New
FAT
1109
First American Trust
California
$227K -$50.4K -448 -18%
BC
1110
Barnett & Company
Tennessee
$227K
DT
1111
Diversified Trust
Tennessee
$226K +$226K +2,008 New
EGA
1112
Eagle Global Advisors
Texas
$226K +$226K +2,008 New
WAP
1113
Wealthcare Advisory Partners
Pennsylvania
$225K +$14.5K +129 +7%
SIC
1114
Schwartz Investment Counsel
Michigan
$225K +$225K +2,000 New
AIA
1115
Arbor Investment Advisors
North Carolina
$225K +$225K +2,003 New
MFW
1116
Meristem Family Wealth
Minnesota
$225K +$225K +2,005 New
AIP
1117
Ahrens Investment Partners
Louisiana
$224K -$44.9K -399 -17%
GC
1118
Grace Capital
Massachusetts
$224K +$225K +2,000 New
KBFS
1119
Kohmann Bosshard Financial Services
Ohio
$223K
BFC
1120
Bedel Financial Consulting
Indiana
$222K
SWM
1121
Stockman Wealth Management
Montana
$222K +$222K +1,976 New
CPA
1122
Court Place Advisors
Maryland
$221K +$221K +1,965 New
MJRIC
1123
Mogy Joel R Investment Counsel
California
$221K +$221K +1,969 New
Kovitz Investment Group Partners
1124
Kovitz Investment Group Partners
Illinois
$221K +$221K +1,970 New
ANB
1125
Amarillo National Bank
Texas
$219K -$40.6K -361 -16%