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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
HSA
826
HBK Sorce Advisory
Pennsylvania
$265K +$6.28K +79 +2%
WT
827
Washington Trust
Rhode Island
$264K -$11.4K -143 -4%
FCCM
828
First City Capital Management
Georgia
$264K -$4.13K -52 -1%
MA
829
Montag & Associates
Georgia
$261K – – –
NL
830
NWAM LLC
Washington
$261K – – –
SRAM
831
Stone Ridge Asset Management
New York
$261K – – –
MIH
832
Madison Investment Holdings
Wisconsin
$259K – – –
HT
833
HighTower Trust
Texas
$258K +$37.9K +477 +17%
LA
834
LVW Advisors
New York
$257K -$7.07K -89 -3%
BSW
835
Buckingham Strategic Wealth
Missouri
$257K +$58K +730 +28%
AIM
836
Allen Investment Management
New York
$255K -$25.4K -320 -9%
HPBT
837
High Point Bank & Trust
North Carolina
$255K – – –
BAM
838
Berkshire Asset Management
Pennsylvania
$251K -$20.2K -254 -7%
NSAM
839
North Star Asset Management
Wisconsin
$249K -$2.38K -30 -0.9%
IWA
840
Inspirion Wealth Advisors
Illinois
$248K – – –
AW
841
Alpha Windward
Massachusetts
$247K -$464K -5,833 -65%
WPW
842
Waldron Private Wealth
Pennsylvania
$247K -$23.9K -301 -9%
WTB
843
Washington Trust Bank
Washington
$246K -$3.18K -40 -1%
KIG
844
Kovitz Investment Group
Illinois
$246K – – –
LKIM
845
Lawson Kroeker Investment Management
Nebraska
$246K – – –
PAIA
846
Park Avenue Institutional Advisers
New York
$245K -$38.1K -480 -13%
KCM
847
Kanawha Capital Management
Virginia
$244K – – –
SWM
848
SVA Wealth Management
Wisconsin
$241K -$4.05K -51 -2%
KFS
849
Kurt F. Somerville
$241K – – –
NME
850
Notis-McConarty Edward
$241K – – –
32 33
34
35 36