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Phillips 66

Name Holding Trade Value Shares
Change
Change in
Stake
TI
1351
tru Independence
Oregon
$123K +$256K +2,282 New
ACA
1352
Atlas Capital Advisors
Wyoming
$120K +$26.7K +238 +28%
AF
1353
Allworth Financial
California
$120K +$33.8K +301 +39%
Marshall Wace
1354
Marshall Wace
United Kingdom
$119K +$120K +1,066 New
MSFP
1355
Mark Sheptoff Financial Planning
Connecticut
$118K – – –
ONST
1356
Old North State Trust
North Carolina
$118K – – –
FL
1357
Fort LP
Maryland
$118K +$119K +1,063 New
BCM
1358
Bourgeon Capital Management
Connecticut
$117K -$95.5K -850 -45%
HI
1359
Hudock Inc
Pennsylvania
$111K -$22.4K -199 -17%
FCB
1360
First Command Bank
Texas
$110K – – –
FCFS
1361
First Command Financial Services
Texas
$110K – – –
ME
1362
McIlrath & Eck
Washington
$110K +$31.9K +284 +41%
CYG
1363
Clean Yield Group
Vermont
$110K +$101K +895 +942%
WCG
1364
Weaver Consulting Group
California
$109K +$22.5K +200 +23%
GFPC
1365
Global Financial Private Client
Florida
$109K +$110K +975 New
EDRH
1366
Edmond de Rothschild Holding
Switzerland
$104K +$105K +933 New
SCA
1367
Stonebridge Capital Advisors
Minnesota
$103K -$2.36K -21 -2%
TCM
1368
Tradewinds Capital Management
Washington
$102K +$71.2K +634 +223%
CCM
1369
Cribstone Capital Management
Maine
$101K -$19.2K -171 -16%
MA
1370
MCF Advisors
Kentucky
$101K – – –
SA
1371
SRH Advisors
Kansas
$101K – – –
FPFS
1372
First Personal Financial Services
North Carolina
$99K -$38.3K -341 -28%
FIB
1373
First Interstate Bank
Montana
$98K -$11.2K -100 -10%
JFA
1374
JNBA Financial Advisors
Minnesota
$96K +$7.08K +63 +8%
DI
1375
Disciplined Investments
Oklahoma
$95K +$95.7K +852 New