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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
ZIM
776
Zacks Investment Management
Illinois
$350K -$22.3M -267,868 -98%
HCM
777
Howland Capital Management
Massachusetts
$348K -$122K -1,462 -25%
BWP
778
Baldwin Wealth Partners
Massachusetts
$348K – – –
PFS
779
Prospera Financial Services
Texas
$347K -$4.16K -50 -1%
LCM
780
LVM Capital Management
Michigan
$346K – – –
PGFC
781
Peapack-Gladstone Financial Corp
New Jersey
$343K -$12.7K -152 -3%
RIM
782
RS Investment Management
California
$342K – – –
WEC
783
Winslow Evans & Crocker
Massachusetts
$342K -$8.32K -100 -2%
WA
784
WealthTrust Axiom
Pennsylvania
$336K +$166 +2 +0%
HRIA
785
Haberer Registered Investment Advisor
Ohio
$336K +$180K +2,160 +109%
SFT
786
Simmons First Trust
Arkansas
$335K – – –
PL
787
Plancorp LLC
Missouri
$331K +$340K +4,085 New
FWP
788
FAS Wealth Partners
Kansas
$330K -$3.08K -37 -0.9%
BIM
789
Baldwin Investment Management
Pennsylvania
$329K +$41.6K +500 +14%
CWM
790
Concert Wealth Management
California
$328K -$21.8K -262 -6%
KFC
791
Klingenstein Fields & Co
New York
$326K – – –
W
792
Wealthfront
California
$325K +$97K +1,165 +41%
GIS
793
Guardian Investor Services
New York
$322K -$33.8K -406 -9%
CCA
794
Checchi Capital Advisers
California
$322K +$54.7K +657 +20%
MA
795
Montag & Associates
Georgia
$321K -$62.4K -750 -16%
PAMG
796
Patton Albertson Miller Group
Tennessee
$320K -$67.4K -810 -17%
DTL
797
Dynamic Technology Lab
Singapore
$319K +$326K +3,922 New
RCAG
798
Rehmann Capital Advisory Group
Michigan
$318K -$4K -48 -1%
OPTFSNA
799
Old Point Trust & Financial Services N A
Virginia
$312K -$4.16K -50 -1%
PAG
800
Pinnacle Advisory Group
Maryland
$312K – – –
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