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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
KFC
851
Klingenstein Fields & Co
New York
$235K – – –
TFA
852
Transamerica Financial Advisors
Florida
$235K +$1.03K +13 +0.4%
EWA
853
EP Wealth Advisors
California
$234K – – –
AW
854
ACG Wealth
Georgia
$232K -$8.58K -108 -3%
CCM
855
Canal Capital Management
Virginia
$232K +$1.75K +22 +0.7%
CA
856
Capital Advantage
California
$232K +$1.75K +22 +0.7%
TWA
857
TCI Wealth Advisors
Arizona
$232K +$11.9K +150 +5%
MIP
858
Marietta Investment Partners
Wisconsin
$230K +$195K +2,457 New
BFM
859
Boothbay Fund Management
New York
$230K +$238K +2,995 New
BP
860
Ballentine Partners
Massachusetts
$227K +$954 +12 +0.4%
NFG
861
Next Financial Group
Texas
$227K +$7.55K +95 +3%
TC
862
Trust Company
Kansas
$226K +$9.78K +123 +4%
EWM
863
Empirical Wealth Management
Washington
$225K -$11.9K -150 -5%
CC
864
Courier Capital
New York
$225K – – –
TNB
865
Thomasville National Bank
Georgia
$223K -$13.3K -167 -5%
KIA
866
KCM Investment Advisors
California
$221K -$13K -163 -5%
SHCM
867
Stokes & Hubbell Capital Management
Louisiana
$221K +$229K +2,877 New
GW
868
GW & Wade
Massachusetts
$219K +$19.8K +249 +10%
EIA
869
Edgemoor Investment Advisors
Maryland
$219K +$226K +2,844 New
BCM
870
Bluefin Capital Management
New York
$219K +$226K +2,850 New
MTC
871
McDaniel Terry & Co
Texas
$218K -$4.77K -60 -2%
MWP
872
Moller Wealth Partners
$217K – – –
SCA
873
Secor Capital Advisors
New York
$216K -$115K -1,445 -34%
BWM
874
Braver Wealth Management
Massachusetts
$216K – – –
KL
875
KWMG LLC
Kansas
$215K -$874 -11 -0.4%
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