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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
701
Tiverton Asset Management
Delaware
$721K – – –
MAFM
702
Mid Atlantic Financial Management
Pennsylvania
$721K +$817K +8,365 New
HAIM
703
Hunter Associates Investment Management
Pennsylvania
$718K – – –
RIM
704
Regent Investment Management
Kentucky
$715K – – –
CP
705
Cumberland Partners
Ontario, Canada
$715K +$811K +8,300 New
MCM
706
MAI Capital Management
Ohio
$713K +$89.6K +917 +12%
GJIC
707
Gamble Jones Investment Counsel
California
$710K -$73.7K -754 -8%
TAM
708
Tocqueville Asset Management
New York
$709K -$191K -1,952 -19%
WAM
709
Weatherly Asset Management
California
$708K -$15.8K -162 -2%
CAI
710
Capital Advisors Inc
Oklahoma
$707K +$271K +2,769 +51%
FFSOTS
711
Fiduciary Financial Services of The Southwest
Texas
$705K – – –
GCC
712
Guardian Capital (Canada)
Ontario, Canada
$704K +$309K +3,165 +63%
APP
713
Avantax Planning Partners
Iowa
$703K -$77.8K -796 -9%
TFS
714
Thoroughbred Financial Services
Tennessee
$703K +$797K +8,162 New
VWA
715
V Wealth Advisors
Kansas
$701K +$136K +1,388 +22%
KCMRT
716
Kemper Corp Master Retirement Trust
Illinois
$698K – – –
LOAMS
717
Lombard Odier Asset Management (Switzerland)
Switzerland
$697K -$1.07M -10,948 -57%
PWAG
718
Polaris Wealth Advisory Group
California
$696K +$707K +7,231 +851%
EWM
719
Empirical Wealth Management
Washington
$695K +$8.01K +82 +1%
LJAC
720
L.J. Altfest & Co
New York
$695K +$788K +8,068 New
S
721
Seeyond
France
$693K +$786K +8,042 New
HDIM
722
Hanson & Doremus Investment Management
Vermont
$690K -$14.2K -145 -2%
VAM
723
Verity Asset Management
North Carolina
$689K -$98.4K -1,007 -11%
LCM
724
Leisure Capital Management
California
$689K -$53.9K -552 -6%
PFS
725
Prospera Financial Services
Texas
$681K +$130K +1,331 +21%
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