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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
LPC
776
Loeb Partners Corp
New York
$363K – – –
PAM
777
Private Asset Management
California
$362K -$4.16K -50 -1%
EM
778
Excalibur Management
Massachusetts
$360K -$999 -12 -0.3%
STMM
779
South Texas Money Management
Texas
$355K +$6.99K +84 +2%
RGC
780
Roberts, Glore & Co
Illinois
$351K – – –
ZIM
781
Zacks Investment Management
Illinois
$350K -$22.3M -267,868 -98%
HCM
782
Howland Capital Management
Massachusetts
$348K -$122K -1,462 -25%
BWP
783
Baldwin Wealth Partners
Massachusetts
$348K – – –
PFS
784
Prospera Financial Services
Texas
$347K -$4.16K -50 -1%
LCM
785
LVM Capital Management
Michigan
$346K – – –
PGFC
786
Peapack-Gladstone Financial Corp
New Jersey
$343K -$12.7K -152 -3%
RIM
787
RS Investment Management
California
$342K – – –
WEC
788
Winslow Evans & Crocker
Massachusetts
$342K -$8.32K -100 -2%
WA
789
WealthTrust Axiom
Pennsylvania
$336K +$166 +2 +0%
HRIA
790
Haberer Registered Investment Advisor
Ohio
$336K +$180K +2,160 +109%
SFT
791
Simmons First Trust
Arkansas
$335K – – –
PL
792
Plancorp LLC
Missouri
$331K +$340K +4,085 New
FWP
793
FAS Wealth Partners
Kansas
$330K -$3.08K -37 -0.9%
BIM
794
Baldwin Investment Management
Pennsylvania
$329K +$41.6K +500 +14%
CWM
795
Concert Wealth Management
California
$328K -$21.8K -262 -6%
KFC
796
Klingenstein Fields & Co
New York
$326K – – –
W
797
Wealthfront
California
$325K +$97K +1,165 +41%
GIS
798
Guardian Investor Services
New York
$322K -$33.8K -406 -9%
CCA
799
Checchi Capital Advisers
California
$322K +$54.7K +657 +20%
MA
800
Montag & Associates
Georgia
$321K -$62.4K -750 -16%
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