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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
RGC
776
Roberts, Glore & Co
Illinois
$336K -$26.7K -400 -8%
EWA
777
EP Wealth Advisors
California
$336K -$20.3K -305 -7%
BWFA
778
Baltimore-Washington Financial Advisors
Maryland
$334K +$289K +4,330 New
BMO
779
Beck Mack & Oliver
New York
$331K +$287K +4,296 New
OPTFSNA
780
Old Point Trust & Financial Services N A
Virginia
$327K -$25K -375 -8%
ICAS
781
Investors Capital Advisory Services
Massachusetts
$325K +$22.5K +338 +9%
STMM
782
South Texas Money Management
Texas
$324K -$4.94K -74 -2%
CIC
783
Crawford Investment Counsel
Georgia
$324K +$280K +4,200 New
WEC
784
Winslow Evans & Crocker
Massachusetts
$324K +$280K +4,200 New
FWP
785
FAS Wealth Partners
Kansas
$323K +$279K +4,186 New
WA
786
WealthTrust Axiom
Pennsylvania
$318K -$13.2K -198 -5%
SFT
787
Simmons First Trust
Arkansas
$317K – – –
PJSIMP
788
P.J. Schmidt Investment Management (PJS)
Wisconsin
$316K -$13.3K -200 -5%
PL
789
Plancorp LLC
Missouri
$314K +$272K +4,073 New
SSG
790
Summit Securities Group
New York
$312K +$203K +3,050 +305%
RBC
791
Ronald Blue & Co
Georgia
$306K +$13.1K +197 +5%
NB
792
NBT Bank
New York
$302K – – –
SRC
793
Shufro Rose & Co
New York
$302K – – –
NCM
794
Novare Capital Management
North Carolina
$300K – – –
RH
795
Rayner & Haynor
California
$300K +$259K +3,887 New
MWNA
796
Marshall Wace North America
New York
$299K +$258K +3,874 New
NL
797
NWAM LLC
Washington
$296K -$146K -2,187 -36%
IIM
798
Ipswich Investment Management
Massachusetts
$294K – – –
RMSCM
799
R.M. Sincerbeaux Capital Management
New York
$293K +$253K +3,800 New
RNS
800
Robert N. Shapiro
$292K -$8.34K -125 -3%
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