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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
KFC
851
Klingenstein Fields & Co
New York
$219K -$70.1K -950 -24%
PAG
852
Pinnacle Advisory Group
Maryland
$216K -$60.9K -825 -21%
KIG
853
Kovitz Investment Group
Illinois
$216K -$12.3K -167 -5%
HIM
854
Hillsdale Investment Management
Ontario, Canada
$216K – – –
ATC
855
Argent Trust Co
Tennessee
$216K +$222K +3,015 New
NERM
856
New England Research & Management
Illinois
$215K +$221K +3,000 New
HB
857
Homrich & Berg
Georgia
$214K -$548K -7,430 -71%
TWA
858
TCI Wealth Advisors
Arizona
$214K +$7.75K +105 +4%
KL
859
KWMG LLC
Kansas
$214K +$208K +2,820 New
GGPS
860
Gary Goldberg Planning Services
New York
$213K -$5.53K -75 -2%
MMPW
861
Mitchell McLeod Pugh & Williams
Alabama
$213K +$219K +2,965 New
SCA
862
Salient Capital Advisors
Texas
$212K -$1.01M -13,683 -82%
ZIM
863
Zacks Investment Management
Illinois
$212K -$99.2K -1,344 -31%
CCM
864
Canal Capital Management
Virginia
$212K +$219K +2,963 New
MWAC
865
Mariner Wealth Advisors (Cincinnati)
Ohio
$210K +$216K +2,934 New
FCCM
866
First City Capital Management
Georgia
$210K -$4.35K -59 -2%
PJSIMP
867
P.J. Schmidt Investment Management (PJS)
Wisconsin
$208K – – –
TFF
868
Timothy F. Fidgeon
$208K – – –
MTC
869
McDaniel Terry & Co
Texas
$208K +$4.43K +60 +2%
SRAM
870
Stone Ridge Asset Management
New York
$208K +$214K +2,900 New
MIP
871
Marietta Investment Partners
Wisconsin
$204K -$24.7K -335 -11%
LI
872
LMCG Investments
Massachusetts
$204K – – –
MWP
873
Moller Wealth Partners
$203K – – –
PCM
874
Prelude Capital Management
New York
$202K -$75.5K -1,023 -27%
EIA
875
Edgemoor Investment Advisors
Maryland
$202K +$11.1K +150 +6%
33 34
35
36 37