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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
MMPW
801
Mitchell McLeod Pugh & Williams
Alabama
$443K – – –
STMM
802
South Texas Money Management
Texas
$443K – – –
IAA
803
Independent Advisor Alliance
North Carolina
$442K +$75.1K +771 +20%
JGUA
804
John G. Ullman & Associates
New York
$440K – – –
CCM
805
Compton Capital Management
Rhode Island
$434K -$9.73K -100 -2%
MA
806
Montag & Associates
Georgia
$434K +$97 +1 +0%
IAMOG
807
Investors Asset Management of Georgia
Georgia
$433K -$3.31K -34 -0.7%
OA
808
Oxbow Advisors
Texas
$430K +$195 +2 +0%
MSS
809
Mitchell Sinkler & Starr
Pennsylvania
$430K +$436K +4,483 New
WEC
810
Winslow Evans & Crocker
Massachusetts
$430K – – –
FCBT
811
First Citizens Bank & Trust
North Carolina
$428K +$42.7K +439 +11%
YWP
812
YorkBridge Wealth Partners
New York
$427K -$56.5K -580 -12%
HCM
813
Howland Capital Management
Massachusetts
$426K -$6.81K -70 -2%
MSAM
814
Moloney Securities Asset Management
Missouri
$417K +$118K +1,211 +39%
PFS
815
Prospera Financial Services
Texas
$415K +$27.5K +282 +7%
HB
816
Homrich & Berg
Georgia
$414K +$73.2K +752 +21%
GXMC
817
Global X Management Company
New York
$412K +$84.2K +865 +25%
SRC
818
Shufro Rose & Co
New York
$412K +$87.6K +900 +26%
FFBTD
819
First Financial Bank - Trust Division
Ohio
$407K +$6.33K +65 +2%
ARMC
820
American Research & Management Company
Massachusetts
$406K – – –
FFA
821
First Foundation Advisors
California
$406K +$5.06K +52 +1%
BFS
822
Bradley Foster & Sargent
Connecticut
$405K -$46.2K -475 -10%
RMCM
823
Reynders McVeigh Capital Management
Massachusetts
$404K -$3.89K -40 -0.9%
LNB
824
Ledyard National Bank
$403K -$9.73K -100 -2%
GG
825
Gofen & Glossberg
Illinois
$400K -$2.63K -27 -0.6%
31 32
33
34 35