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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
EGM
726
Engineers Gate Manager
New York
$825K -$5.17M -54,355 -86%
BWAM
727
Boyd Watterson Asset Management
Ohio
$816K +$71.3K +750 +10%
TFS
728
Thoroughbred Financial Services
Tennessee
$813K +$36.3K +382 +5%
CWS
729
Cypress Wealth Services
California
$812K -$28.8K -303 -3%
TAM
730
Tiverton Asset Management
Delaware
$797K – – –
BBHC
731
Brown Brothers Harriman & Co
New York
$795K +$150K +1,575 +23%
KRSITF
732
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$794K -$4.85K -51 -0.6%
IFWM
733
Institute for Wealth Management
Colorado
$793K +$792K +8,328 New
HAIM
734
Hunter Associates Investment Management
Pennsylvania
$792K -$1.05K -11 -0.1%
MCM
735
MAI Capital Management
Ohio
$786K -$1.33K -14 -0.2%
TCM
736
Tuttle Capital Management
Connecticut
$783K +$782K +8,223 New
RIM
737
Regent Investment Management
Kentucky
$780K -$9.51K -100 -1%
EWM
738
Empirical Wealth Management
Washington
$779K +$11.8K +124 +2%
FFSOTS
739
Fiduciary Financial Services of The Southwest
Texas
$777K -$1.14K -12 -0.1%
CPA
740
Capital Planning Advisors
California
$776K -$33.4K -351 -4%
GCC
741
Guardian Capital (Canada)
Ontario, Canada
$774K -$3.9K -41 -0.5%
AF
742
Advisornet Financial
Minnesota
$774K +$68.6K +722 +10%
BCA
743
Bay Colony Advisors
Massachusetts
$774K +$769K +8,094 New
KCMRT
744
Kemper Corp Master Retirement Trust
Illinois
$771K – – –
VCA
745
Verdence Capital Advisors
Maryland
$767K +$65.1K +685 +9%
S
746
Seeyond
France
$765K – – –
VAM
747
Verity Asset Management
North Carolina
$763K +$2.38K +25 +0.3%
VWA
748
V Wealth Advisors
Kansas
$763K +$42.3K +445 +6%
SI
749
SCP Investment
California
$761K +$760K +8,000 New
HDIM
750
Hanson & Doremus Investment Management
Vermont
$758K -$4.28K -45 -0.6%
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30
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