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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
801
Cypress Asset Management
Texas
$287K -$44.5K -603 -13%
IA
802
IndexIQ Advisors
New York
$279K +$209K +2,836 +268%
HT
803
HighTower Trust
Texas
$278K -$300K -4,072 -51%
BDF
804
Balasa Dinverno & Foltz
$278K +$34K +461 +13%
NCM
805
Novare Capital Management
North Carolina
$277K +$5.83K +79 +2%
BHA
806
Beech Hill Advisors
New York
$275K -$62.7K -850 -18%
GIS
807
Guardian Investor Services
New York
$275K -$9.96K -135 -3%
OPTFSNA
808
Old Point Trust & Financial Services N A
Virginia
$275K – – –
WT
809
Washington Trust
Rhode Island
$273K +$83.1K +1,127 +42%
HCM
810
Hollencrest Capital Management
California
$273K +$281K +3,805 New
MA
811
Montag & Associates
Georgia
$269K -$14.8K -200 -5%
MIH
812
Madison Investment Holdings
Wisconsin
$269K +$28.4K +385 +11%
ST
813
Smithfield Trust
Pennsylvania
$264K – – –
BC
814
Banced Corp
Illinois
$262K +$1.48K +20 +0.6%
LA
815
LVW Advisors
New York
$260K +$268K +3,630 New
JG
816
Jefferies Group
New York
$258K -$3.72M -50,485 -93%
CC
817
Cadinha & Co
Hawaii
$258K – – –
RCAG
818
Rehmann Capital Advisory Group
Michigan
$254K -$27.5K -373 -10%
CFA
819
CT Financial Advisors
Pennsylvania
$253K +$260K +3,528 New
SCA
820
STALEY CAPITAL ADVISERS
Pennsylvania
$251K – – –
HCM
821
Howland Capital Management
Massachusetts
$250K -$58K -786 -18%
BCM
822
BTR Capital Management
California
$250K – – –
TFA
823
Transamerica Financial Advisors
Florida
$249K -$503K -6,813 -66%
BFS
824
Bradley Foster & Sargent
Connecticut
$249K – – –
CLOS
825
Compagnie Lombard Odier SCmA
Switzerland
$248K -$319K -4,326 -56%
31 32
33
34 35