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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
851
Advisory Services Network
Georgia
$261K -$185K -2,333 -42%
CPO
852
Cerity Partners OCIO
New York
$261K +$1.19K +15 +0.5%
WTB
853
Washington Trust Bank
Washington
$261K +$17.1K +215 +7%
IWA
854
Inspirion Wealth Advisors
Illinois
$260K – – –
SCA
855
Salient Capital Advisors
Texas
$260K +$40.1K +505 +19%
GLRA
856
Gerald L. Ray & Associates
Texas
$260K +$40.2K +506 +19%
LKIM
857
Lawson Kroeker Investment Management
Nebraska
$258K -$666K -8,385 -72%
KIG
858
Kovitz Investment Group
Illinois
$258K – – –
SWM
859
SVA Wealth Management
Wisconsin
$257K -$1.99K -25 -0.8%
PLFAM
860
Pineno Levin & Ford Asset Management
Virginia
$257K – – –
KCM
861
Kanawha Capital Management
Virginia
$256K – – –
KFS
862
Kurt F. Somerville
$253K – – –
NME
863
Notis-McConarty Edward
$252K – – –
AW
864
ACG Wealth
Georgia
$251K +$8.19K +103 +3%
RHBC
865
R.H. Bluestein & Co
Michigan
$250K -$121K -1,525 -33%
EWM
866
Empirical Wealth Management
Washington
$248K +$245K +3,080 New
TNB
867
Thomasville National Bank
Georgia
$247K +$60.1K +756 +33%
KFC
868
Klingenstein Fields & Co
New York
$246K – – –
PJSIMP
869
P.J. Schmidt Investment Management (PJS)
Wisconsin
$246K +$11.8K +148 +5%
TFA
870
Transamerica Financial Advisors
Florida
$246K +$129K +1,621 +114%
EWA
871
EP Wealth Advisors
California
$246K -$116K -1,455 -32%
KIA
872
KCM Investment Advisors
California
$244K +$18.6K +234 +8%
CA
873
Capital Advantage
California
$242K +$2.15K +27 +0.9%
CCM
874
Canal Capital Management
Virginia
$241K +$1.67K +21 +0.7%
BKBG
875
BHF Kleinwort Benson Group
Belgium
$236K -$65.9K -829 -22%
33 34
35
36 37