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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
WSC
1176
Wellington Shields & Co
New York
$207K – – –
OIA
1177
Optimum Investment Advisors
Illinois
$205K – – –
SFG
1178
Summit Financial Group
West Virginia
$204K – – –
AP
1179
Appleton Partners
Massachusetts
$204K +$209K +1,812 New
CBOR
1180
Community Bank of Raymore
Missouri
$203K – – –
CF
1181
Centaurus Financial
California
$202K -$408K -3,529 -64%
FA
1182
FMA Advisory
Pennsylvania
$201K -$4.28K -37 -2%
GFP
1183
Gryphon Financial Partners
Ohio
$201K +$139K +1,199 +204%
PM
1184
Penbrook Management
New York
$201K +$206K +1,779 New
TFF
1185
The Family Firm
Maryland
$200K -$5.55K -48 -3%
AB
1186
AT Bancorp
Iowa
$200K +$206K +1,778 New
QCIG
1187
Quad-Cities Investment Group
Iowa
$198K – – –
CAPTRUST Financial Advisors
1188
CAPTRUST Financial Advisors
North Carolina
$196K -$9.13K -79 -4%
PCIA
1189
Prime Capital Investment Advisors
Kansas
$195K +$33.1K +286 +20%
FPS
1190
Fieldpoint Private Securities
Connecticut
$195K +$83.8K +725 +72%
C
1191
Cerebellum
California
$187K +$13.3K +115 +7%
DPA
1192
Delphi Private Advisors
California
$185K – – –
VCM
1193
Versant Capital Management
Arizona
$184K -$925 -8 -0.5%
M
1194
MOTCO
Texas
$184K +$11.7K +101 +7%
TPWA
1195
TRUE Private Wealth Advisors
Oregon
$184K +$188K +1,629 New
Carson Wealth (CWM LLC)
1196
Carson Wealth (CWM LLC)
Nebraska
$181K +$11.9K +103 +7%
ADL
1197
Asset Dedication LLC
California
$175K – – –
TL
1198
TrueWealth LLC
Georgia
$172K +$3.93K +34 +2%
WIM
1199
Westside Investment Management
California
$162K – – –
TC
1200
Truvestments Capital
Florida
$159K +$163K +1,407 New