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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
KIG
851
Kovitz Investment Group
Illinois
$258K – – –
SWM
852
SVA Wealth Management
Wisconsin
$257K -$1.99K -25 -0.8%
PLFAM
853
Pineno Levin & Ford Asset Management
Virginia
$257K – – –
KCM
854
Kanawha Capital Management
Virginia
$256K – – –
KFS
855
Kurt F. Somerville
$253K – – –
NME
856
Notis-McConarty Edward
$252K – – –
AW
857
ACG Wealth
Georgia
$251K +$8.19K +103 +3%
RHBC
858
R.H. Bluestein & Co
Michigan
$250K -$121K -1,525 -33%
EWM
859
Empirical Wealth Management
Washington
$248K +$245K +3,080 New
TNB
860
Thomasville National Bank
Georgia
$247K +$60.1K +756 +33%
KFC
861
Klingenstein Fields & Co
New York
$246K – – –
PJSIMP
862
P.J. Schmidt Investment Management (PJS)
Wisconsin
$246K +$11.8K +148 +5%
TFA
863
Transamerica Financial Advisors
Florida
$246K +$129K +1,621 +114%
EWA
864
EP Wealth Advisors
California
$246K -$116K -1,455 -32%
KIA
865
KCM Investment Advisors
California
$244K +$18.6K +234 +8%
CA
866
Capital Advantage
California
$242K +$2.15K +27 +0.9%
CCM
867
Canal Capital Management
Virginia
$241K +$1.67K +21 +0.7%
BKBG
868
BHF Kleinwort Benson Group
Belgium
$236K -$65.9K -829 -22%
BP
869
Ballentine Partners
Massachusetts
$236K -$795 -10 -0.3%
CC
870
Courier Capital
New York
$236K +$6.44K +81 +3%
MTC
871
McDaniel Terry & Co
Texas
$234K – – –
TC
872
TradeLink Capital
Illinois
$234K +$230K +2,899 New
HT
873
HighTower Trust
Texas
$232K -$47.7K -600 -17%
NFG
874
Next Financial Group
Texas
$231K -$17.6K -222 -7%
TWA
875
TCI Wealth Advisors
Arizona
$231K +$228K +2,866 New
33 34
35
36 37