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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
NIM
851
NEOS Investment Management
Connecticut
$830K +$208K +1,743 +39%
HAG
852
HighPoint Advisor Group
Illinois
$828K +$633K +5,293 New
EIP
853
Epoch Investment Partners
New York
$824K -$2.39K -20 -0.3%
C
854
Certuity
Florida
$818K +$735K +6,146 New
CG
855
Caprock Group
Idaho
$818K +$18.3K +153 +3%
WC
856
Westhampton Capital
North Carolina
$818K -$64.8K -542 -8%
SSB
857
Sandy Spring Bank
Maryland
$817K -$8.85K -74 -1%
MHR
858
Matthew Hamilton Rosenberg
$815K +$5.74K +48 +0.8%
WFC
859
Western Financial Corp
California
$814K -$56.1K -469 -7%
IFAM
860
Institutional & Family Asset Management
Colorado
$814K – – –
MA
861
MONECO Advisors
Connecticut
$808K +$47K +393 +7%
PFSC
862
Peoples Financial Services Corp
Pennsylvania
$807K – – –
JIP
863
Jaffetilchin Investment Partners
Florida
$803K +$63.9K +535 +10%
HCA
864
Heck Capital Advisors
Wisconsin
$802K – – –
PCC
865
Park Circle Company
Maryland
$799K – – –
WIA
866
Westbourne Investment Advisors
Maryland
$796K -$4.3K -36 -0.6%
HIA
867
Harbor Investment Advisory
Maryland
$793K +$2.75K +23 +0.4%
BOH
868
Bank of Hawaii
Hawaii
$791K -$359K -3,000 -34%
CCA
869
Checchi Capital Advisers
California
$790K +$1.79K +15 +0.3%
ACG
870
Allen Capital Group
Nebraska
$785K -$9.56K -80 -1%
BB
871
Busey Bank
Illinois
$784K +$23.8K +199 +3%
IAN
872
Integrated Advisors Network
Texas
$783K -$5.62K -47 -0.8%
ACA
873
Aptus Capital Advisors
Alabama
$782K -$104K -867 -13%
RPCONE
874
Retirement Planning Company of New England
Rhode Island
$781K +$26.8K +224 +4%
CL
875
Choreo LLC
Illinois
$777K +$77.5K +648 +12%
33 34
35
36 37