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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
HB
801
Homrich & Berg
Georgia
$331K +$33.4K +426 +12%
BAM
802
Berkshire Asset Management
Pennsylvania
$330K +$16.3K +208 +6%
ECM
803
Estabrook Capital Management
New York
$330K – – –
PIA
804
Peachtree Investment Advisors
Georgia
$328K – – –
WOC
805
West Oak Capital
California
$326K -$9.81K -125 -3%
MCM
806
Maryland Capital Management
Maryland
$326K +$6.12K +78 +2%
BSW
807
Buckingham Strategic Wealth
Missouri
$325K +$25.8K +329 +9%
LPIC
808
LeJeune Puetz Investment Counsel
Michigan
$323K – – –
BWP
809
Baldwin Wealth Partners
Massachusetts
$322K -$19.6K -250 -6%
GT
810
Glenview Trust
Kentucky
$321K -$15.7K -200 -5%
LNB
811
Ledyard National Bank
$321K +$86.4K +1,100 +40%
CAM
812
Columbia Asset Management
Michigan
$319K -$26.3K -335 -8%
EM
813
Excalibur Management
Massachusetts
$319K -$1.96K -25 -0.6%
TIA
814
Tiemann Investment Advisors
California
$317K – – –
PG
815
Patten Group
Tennessee
$316K -$13.7K -175 -5%
JIC
816
Joel Isaacson & Co
New York
$316K +$1.1K +14 +0.4%
BFIM
817
Beese Fulmer Investment Management
Ohio
$315K – – –
EWA
818
EP Wealth Advisors
California
$315K +$5.5K +70 +2%
TMAM
819
Tokio Marine Asset Management
Japan
$314K -$171K -2,183 -36%
AIP
820
Almanack Investment Partners
Pennsylvania
$314K +$111K +1,412 +59%
BFM
821
Boothbay Fund Management
New York
$312K +$296K +3,771 New
TNB
822
Thomasville National Bank
Georgia
$309K +$9.58K +122 +3%
MWNA
823
Marshall Wace North America
New York
$309K +$292K +3,722 New
IIM
824
Ipswich Investment Management
Massachusetts
$306K -$10.2K -130 -3%
FB
825
Fulton Bank
Pennsylvania
$305K -$35.6K -453 -11%
31 32
33
34 35