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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
BSB
551
Bangor Savings Bank
Maine
$857K +$118K +1,447 +10%
PA
552
Profund Advisors
Maryland
$851K -$187K -2,304 -13%
SIM
553
Sonora Investment Management
Arizona
$850K -$68.4K -841 -5%
FC
554
FCA Corp
Texas
$844K -$13K -160 -1%
SMH
555
Sanders Morris Harris
Texas
$844K +$2.69K +33 +0.4%
WA1
556
Wimmer Associates 1
California
$838K +$17.1K +210 +1%
AP
557
Advisor Partners
California
$837K -$293K -3,600 -19%
BC
558
Bartlett & Co
Ohio
$833K +$1.26M +15,518 New
BCWM
559
Bartlett & Co Wealth Management
Ohio
$833K +$33.5K +412 +3%
SFS
560
Sowell Financial Services
Arkansas
$823K -$13.9K -171 -1%
CCMINC
561
Cardinal Capital Management Inc (North Carolina)
North Carolina
$817K +$2.69K +33 +0.2%
SF
562
Synovus Financial
Georgia
$815K +$388K +4,763 +46%
CFB
563
Cullen/Frost Bankers
Texas
$813K -$84.9K -1,043 -6%
MWA
564
Moser Wealth Advisors
Washington
$803K +$69.7K +857 +6%
FM
565
Foster & Motley
Ohio
$800K -$95.8K -1,177 -7%
BEAM
566
Baker Ellis Asset Management
Washington
$800K +$1.21M +14,917 New
CS
567
Comerica Securities
Michigan
$797K +$630K +7,745 +109%
MME
568
Meag Munich Ergo
Germany
$795K -$1.5M -18,426 -55%
JIR
569
James Investment Research
Ohio
$794K -$4.73M -58,159 -80%
AWCI
570
Alpine Woods Capital Investors
New York
$793K +$851K +10,460 +242%
CWM
571
Connecticut Wealth Management
Connecticut
$791K – – –
MIAN
572
Mariner Independent Advisor Network
Kansas
$787K +$282K +3,460 +29%
LBC
573
Lowe Brockenbrough & Co
Virginia
$784K -$12.2K -150 -1%
AAM
574
AR Asset Management
California
$783K +$407K +5,000 +52%
ACM
575
Alethea Capital Management
Washington
$780K +$1.18M +14,534 New
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