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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
NEI
751
Northwest & Ethical Investments
Ontario, Canada
$809K – – –
SC
752
Searle & Co
Connecticut
$808K -$53.3K -524 -6%
DTL
753
Dynamic Technology Lab
Singapore
$807K +$600K +5,899 +286%
TNA
754
True North Advisors
Texas
$801K – – –
WA
755
Wealth Alliance
New York
$799K +$4.78K +47 +0.6%
IF
756
Intrua Financial
Texas
$799K -$21.5K -211 -2%
CG
757
Colony Group
Massachusetts
$795K -$379K -3,723 -32%
TFS
758
Thoroughbred Financial Services
Tennessee
$794K -$22K -216 -3%
WP
759
Westmount Partners
California
$792K +$203 +2 +0%
PBO
760
Peoples Bank (Ohio)
Ohio
$792K -$21.9K -215 -3%
GT
761
Glenview Trust
Kentucky
$787K +$60.1K +591 +8%
WA1
762
Wimmer Associates 1
California
$787K +$7.83K +77 +0.9%
PGFC
763
Peapack-Gladstone Financial Corp
New Jersey
$786K -$2.44K -24 -0.3%
BSA
764
Bull Street Advisors
Georgia
$786K – – –
BCCM
765
Bridge Creek Capital Management
Massachusetts
$786K -$5.08K -50 -0.6%
DS
766
DRW Securities
Illinois
$782K +$785K +7,717 New
CCMG
767
Clark Capital Management Group
Pennsylvania
$781K -$23.5K -231 -3%
DAM
768
Doheny Asset Management
California
$780K +$197K +1,942 +34%
CPWA
769
Cerro Pacific Wealth Advisors
California
$774K +$96.5K +949 +14%
WA
770
WealthTrust Axiom
Pennsylvania
$774K +$508 +5 +0.1%
FSC
771
Full Sail Capital
Oklahoma
$769K +$2.03K +20 +0.3%
FFM
772
Forum Financial Management
Illinois
$761K +$1.52K +15 +0.2%
LWA
773
Lineweaver Wealth Advisors
Ohio
$759K +$760K +7,476 New
ESCM
774
Echo Street Capital Management
New York
$757K +$760K +7,471 New
NL
775
NVWM LLC
Pennsylvania
$754K -$168K -1,656 -18%
29 30
31
32 33