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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1176
Cribstone Capital Management
Maine
$138K – – –
KCPG
1177
Kavar Capital Partners Group
Kansas
$134K – – –
CLOS
1178
Compagnie Lombard Odier SCmA
Switzerland
$132K -$10.1K -90 -7%
GAM
1179
Gemmer Asset Management
California
$131K – – –
GLI
1180
Guardian Life Insurance
New York
$130K +$21.7K +193 +20%
GBBWRPM
1181
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$127K -$11.2K -100 -8%
POIA
1182
Pin Oak Investment Advisors
Texas
$124K – – –
FNB
1183
Farmers National Bank
Kentucky
$123K – – –
MA
1184
MCF Advisors
Kentucky
$120K – – –
TA
1185
Townsend & Associates
Colorado
$120K +$787 +7 +0.7%
JCM
1186
Jacobi Capital Management
Pennsylvania
$117K +$112 +1 +0.1%
CWA
1187
Clarus Wealth Advisors
Arizona
$115K +$135K +1,201 New
FPS
1188
Fieldpoint Private Securities
Connecticut
$113K – – –
KA
1189
Kaizen Advisory
Illinois
$113K +$66.7K +593 +144%
OFW
1190
Omnia Family Wealth
Florida
$113K +$109K +973 +3,041%
RP
1191
Rowlandmiller & Partners
Georgia
$113K -$11.9K -106 -10%
BEAM
1192
Baker Ellis Asset Management
Washington
$111K +$111K +985 New
BAM
1193
Bruderman Asset Management
New York
$110K -$13.3K -118 -11%
MSFP
1194
Mark Sheptoff Financial Planning
Connecticut
$110K – – –
RFA
1195
Reilly Financial Advisors
California
$107K +$5.62K +50 +6%
TCM
1196
Tuttle Capital Management
Connecticut
$107K +$108K +958 New
AIM
1197
Acropolis Investment Management
Missouri
$106K +$106K +947 New
AWM
1198
Aevitas Wealth Management
Massachusetts
$105K – – –
FIB
1199
First Interstate Bank
Montana
$104K – – –
LWCFA
1200
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$104K – – –