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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
LIC
601
Lodestar Investment Counsel
Illinois
$942K +$20.6K +250 +2%
LWM
602
Lyons Wealth Management
Florida
$940K +$965K +11,717 New
RIM
603
Regent Investment Management
Kentucky
$936K -$1.98K -24 -0.2%
RC
604
Randolph Company
Ohio
$935K – – –
SAM
605
Silvercrest Asset Management
New York
$934K +$19K +231 +2%
HAIM
606
Hunter Associates Investment Management
Pennsylvania
$927K +$28.8K +350 +3%
CC
607
ClearArc Capital
Ohio
$916K -$21.2K -257 -2%
LKIM
608
Lawson Kroeker Investment Management
Nebraska
$915K -$11.5K -140 -1%
MFS
609
MSI Financial Services
Massachusetts
$906K +$220K +2,669 +31%
SSB
610
Sandy Spring Bank
Maryland
$905K -$92.7K -1,125 -9%
TYCC
611
Texas Yale Capital Corp
Florida
$891K – – –
PRA
612
Parametric Risk Advisors
Connecticut
$885K -$425K -5,161 -32%
TCOTO
613
Trust Company of the Ozarks
Missouri
$884K -$22.8K -277 -2%
VFS
614
VSR Financial Services
Kansas
$875K -$18.8K -228 -2%
HT
615
HighTower Trust
Texas
$869K +$40.7K +494 +5%
AL
616
AJO LP
Pennsylvania
$869K +$890K +10,800 New
AR
617
Advisory Research
Illinois
$867K -$10.7K -130 -1%
CI
618
Constellation Investments
Ohio
$865K -$24.7K -300 -3%
TCOT
619
Trust Company of Toledo
Ohio
$859K +$8.24K +100 +0.9%
CA
620
Cornerstone Advisors
North Carolina
$843K – – –
KFS
621
KMS Financial Services
Washington
$810K +$42.3K +513 +5%
NPC
622
National Planning Corporation
California
$809K +$83.3K +1,011 +11%
LBG
623
Lloyds Banking Group
United Kingdom
$805K -$29.8M -361,356 -97%
AT
624
Arden Trust
Delaware
$796K -$14.9K -181 -2%
CK
625
Carnick & Kubik
Colorado
$796K +$815K +9,900 New
23 24
25
26 27