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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
701
Clearstead Advisors
Ohio
$673K -$618K -6,498 -49%
PFSC
702
Peoples Financial Services Corp
Pennsylvania
$670K – – –
CWM
703
Cornerstone Wealth Management
Missouri
$670K +$30.3K +319 +5%
CTA
704
Colonial Trust Advisors
South Carolina
$665K +$65.3K +687 +12%
DWT
705
Dorsey & Whitney Trust
South Dakota
$659K – – –
MRCM
706
M&R Capital Management
New Jersey
$658K +$20.3K +213 +3%
SWM
707
SeaCrest Wealth Management
New York
$657K +$617K +6,494 New
SC
708
Savant Capital
Illinois
$654K +$18.4K +194 +3%
CFMC
709
Curbstone Financial Management Corp
New Hampshire
$648K -$618K -6,502 -50%
CG
710
Caprock Group
Idaho
$639K +$15.8K +166 +3%
SFA
711
Sequoia Financial Advisors
Ohio
$639K +$158K +1,658 +36%
DWA
712
Douglass Winthrop Advisors
New York
$635K – – –
BA
713
BKS Advisors
Michigan
$634K -$50.2K -528 -8%
CBB
714
Citizens Business Bank
California
$633K – – –
TAM
715
Tiverton Asset Management
Delaware
$633K +$595K +6,263 New
GLA
716
Good Life Advisors
Pennsylvania
$631K +$95 +1 +0%
NSAM
717
North Star Asset Management
Wisconsin
$631K +$206K +2,168 +53%
WT
718
Whittier Trust
California
$628K -$83K -873 -12%
W
719
Wealthfront
California
$627K +$35.4K +372 +6%
OWP
720
Obermeyer Wealth Partners
Colorado
$624K +$6.46K +68 +1%
WA
721
WBH Advisory
Maryland
$621K -$14.2K -149 -2%
KA
722
Kovack Advisors
Florida
$621K +$161K +1,697 +38%
FMWA
723
Forvis Mazars Wealth Advisors
Missouri
$620K -$43.9K -462 -7%
N
724
Natixis
France
$614K -$2.03M -21,367 -78%
DS
725
DRW Securities
Illinois
$609K +$573K +6,024 New
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