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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
VBCG
826
Valley Brook Capital Group
Pennsylvania
$596K +$97 +1 +0%
AFG
827
American Financial Group
Ohio
$596K – – –
EIP
828
Epoch Investment Partners
New York
$593K -$229K -2,354 -27%
DP
829
Dearborn Partners
Illinois
$590K -$17.2K -177 -3%
HI
830
Horizon Investments
North Carolina
$590K -$191K -1,960 -24%
SP
831
Symmetry Partners
Connecticut
$589K – – –
WIA
832
Westbourne Investment Advisors
Maryland
$588K -$1.94K -20 -0.3%
HH
833
Hilltop Holdings
Texas
$587K -$103K -1,063 -15%
RPCONE
834
Retirement Planning Company of New England
Rhode Island
$585K +$1.36K +14 +0.2%
CGL
835
Clarius Group LLC
Washington
$584K -$5.15K -53 -0.9%
BB
836
Busey Bank
Illinois
$584K +$1.07K +11 +0.2%
IFAM
837
Institutional & Family Asset Management
Colorado
$583K +$44.6K +459 +8%
SGDR
838
SPX Gestao de Recursos
Brazil
$582K +$593K +6,097 New
VA
839
Valmark Advisers
Ohio
$580K +$292 +3 +0%
BO
840
Bank OZK
Arkansas
$580K -$222K -2,282 -27%
PFSC
841
Peoples Financial Services Corp
Pennsylvania
$578K – – –
PWM
842
Perigon Wealth Management
California
$577K +$25.5K +262 +5%
PVI
843
Pine Valley Investments
New Jersey
$577K +$588K +6,049 New
CAMG
844
CWA Asset Management Group
Florida
$576K +$27.9K +287 +5%
HCA
845
Heck Capital Advisors
Wisconsin
$574K – – –
CT
846
Caldwell Trust
Florida
$574K -$219K -2,257 -27%
PCC
847
Park Circle Company
Maryland
$572K – – –
PTC
848
Private Trust Company
Ohio
$572K +$102K +1,052 +21%
PCS
849
Personal CFO Solutions
New Jersey
$570K +$20.7K +213 +4%
ACG
850
Allen Capital Group
Nebraska
$570K +$1.75K +18 +0.3%
32 33
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