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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
851
Mission Wealth Management
California
$349K -$28.5K -363 -8%
LCM
852
LVM Capital Management
Michigan
$345K – – –
BEC
853
Blue Edge Capital
Virginia
$345K -$50.7K -646 -13%
PP
854
PDS Planning
Ohio
$344K -$16.4K -209 -5%
GIA
855
GHP Investment Advisors
Colorado
$344K -$7.06K -90 -2%
TSS
856
Two Sigma Securities
New York
$343K +$330K +4,209 New
EM
857
Excalibur Management
Massachusetts
$342K -$1.96K -25 -0.6%
IA
858
IFG Advisory
Georgia
$341K +$54.4K +693 +20%
FCH
859
Freestone Capital Holdings
Washington
$340K – – –
AT
860
Arden Trust
Delaware
$335K -$12.9K -164 -4%
SC
861
Scotia Capital
Ontario, Canada
$335K -$4.39K -56 -1%
GCM
862
Gables Capital Management
Florida
$332K – – –
AWM
863
Avior Wealth Management
Nebraska
$331K +$21.6K +275 +7%
WT
864
Whittier Trust
California
$328K +$8.08K +103 +3%
JGUA
865
John G. Ullman & Associates
New York
$327K -$15.7K -200 -5%
JAM
866
Jupiter Asset Management
United Kingdom
$326K +$313K +3,994 New
WP
867
WealthSource Partners
California
$325K -$52K -663 -14%
CCA
868
Checchi Capital Advisers
California
$325K -$20K -255 -6%
APWM
869
Atlas Private Wealth Management
New York
$319K +$31.6K +403 +11%
WI
870
Wedgewood Investors
Pennsylvania
$318K -$19.6K -250 -6%
KA
871
Kovack Advisors
Florida
$317K +$25.1K +320 +9%
CCC
872
Crescent Capital Consulting
Louisiana
$315K – – –
TCOO
873
Trust Company of Oklahoma
Oklahoma
$314K +$302K +3,852 New
JIC
874
Joel Isaacson & Co
New York
$314K +$17.5K +223 +6%
GW
875
GW & Wade
Massachusetts
$312K +$33.7K +430 +13%
33 34
35
36 37