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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
MMG
1176
Monetary Management Group
Missouri
$322K – – –
WT
1177
Washington Trust
Rhode Island
$321K -$126K -1,125 -30%
CANY
1178
Caxton Associates (New York)
New York
$320K +$299K +2,666 New
LIA
1179
LBMC Investment Advisors
Tennessee
$319K +$112 +1 +0%
FBT
1180
First Bankers Trust
Kentucky
$318K – – –
CSIA
1181
Carl Stuart Investment Advisor
Texas
$317K +$224 +2 +0.1%
Capstone Investment Advisors
1182
Capstone Investment Advisors
New York
$316K -$1.44M -12,823 -83%
AFG
1183
Allegheny Financial Group
Pennsylvania
$315K +$14.5K +129 +5%
KBFS
1184
Kohmann Bosshard Financial Services
Ohio
$315K – – –
TCOV
1185
Trust Company of Vermont
Vermont
$315K +$19.8K +176 +7%
FMTC
1186
Farmers & Merchants Trust Company
California
$315K -$2.36K -21 -0.8%
BCM
1187
Basso Capital Management
Connecticut
$314K – – –
GCM
1188
Gables Capital Management
Florida
$313K – – –
Dodge & Cox
1189
Dodge & Cox
California
$312K – – –
OCG
1190
Opus Capital Group
Ohio
$312K +$292K +2,600 New
WC
1191
Whitney & Co
New York
$312K – – –
SIM
1192
Sentry Investment Management
Wisconsin
$311K -$63.9K -569 -18%
MYIA
1193
Mount Yale Investment Advisors
Colorado
$311K -$7.43M -66,223 -96%
CT
1194
Coastline Trust
Rhode Island
$311K -$180K -1,600 -38%
HBT
1195
Hills Bank & Trust
Iowa
$310K +$112K +1,000 +63%
WA
1196
Waverly Advisors
Alabama
$310K +$290K +2,580 New
MWP
1197
Moller Wealth Partners
$309K – – –
HWA
1198
HCR Wealth Advisors
California
$308K -$8.98K -80 -3%
DWM
1199
Denver Wealth Management
Colorado
$307K +$16.5K +147 +6%
STA
1200
Summit Trail Advisors
New York
$307K +$24.5K +218 +9%