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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CEP
851
Chicago Equity Partners
Illinois
$501K +$502K +4,465 New
NCMW
852
Northern Capital Management (Wisconsin)
Wisconsin
$500K -$124K -1,107 -20%
AWM
853
Altium Wealth Management
New York
$499K +$145K +1,292 +41%
IAMOG
854
Investors Asset Management of Georgia
Georgia
$496K -$11.2K -100 -2%
CANY
855
Caxton Associates (New York)
New York
$493K +$493K +4,387 New
NIT
856
NumerixS Investment Technologies
British Columbia, Canada
$492K +$495K +4,400 New
BCM
857
Brookstone Capital Management
Illinois
$491K +$139K +1,234 +39%
CAM
858
Cypress Asset Management
Texas
$489K +$103K +917 +27%
SFG
859
Sather Financial Group
Texas
$484K +$28.1K +250 +6%
GG
860
Gofen & Glossberg
Illinois
$479K +$11.2K +100 +2%
SC
861
SRB Corp
Massachusetts
$478K +$219K +1,948 +85%
ARMC
862
American Research & Management Company
Massachusetts
$476K – – –
CIA
863
Capital Investment Advisors
Georgia
$474K +$50K +445 +12%
ACA
864
Atlas Capital Advisors
Wyoming
$469K -$121K -1,074 -20%
PCM
865
Poehling Capital Management
Wisconsin
$467K -$166K -1,477 -26%
LNB
866
Ledyard National Bank
$467K -$5.62K -50 -1%
YWP
867
YorkBridge Wealth Partners
New York
$467K -$675 -6 -0.1%
FMLI
868
Fukoku Mutual Life Insurance
Japan
$466K – – –
MCA
869
Mercer Capital Advisers
New Jersey
$466K – – –
HB
870
Homrich & Berg
Georgia
$465K -$19.2K -171 -4%
CPC
871
Congress Park Capital
New York
$465K +$112 +1 +0%
CIM
872
Corbyn Investment Management
Maryland
$463K – – –
FCMT
873
Founders Capital Management (Texas)
Texas
$462K -$68.6K -610 -13%
RG
874
Rathbones Group
United Kingdom
$461K -$6.63K -59 -1%
PAS
875
Partnervest Advisory Services
California
$459K -$112 -1 -0%
33 34
35
36 37