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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
901
EP Wealth Advisors
California
$249K – – –
CCM
902
Canal Capital Management
Virginia
$249K +$1.64K +19 +0.6%
SWM
903
SVA Wealth Management
Wisconsin
$248K -$8.28K -96 -3%
CA
904
Capital Advantage
California
$248K +$1.55K +18 +0.6%
SKK
905
Shepherd Kaplan Krochuk
Massachusetts
$248K +$261K +3,030 New
WTB
906
Washington Trust Bank
Washington
$247K -$15.6K -181 -6%
TWA
907
TCI Wealth Advisors
Arizona
$247K – – –
BPCA
908
Bank Pictet & Cie (Asia)
Singapore
$245K +$259K +3,000 New
PFBT
909
Parkside Financial Bank & Trust
Missouri
$244K +$104K +1,207 +68%
NFG
910
Nations Financial Group
Iowa
$242K +$255K +2,958 New
KA
911
Kovack Advisors
Florida
$242K +$256K +2,964 New
TC
912
Trust Company
Kansas
$240K – – –
CC
913
Courier Capital
New York
$239K – – –
BP
914
Ballentine Partners
Massachusetts
$237K -$4.66K -54 -2%
DI
915
Diligent Investors
California
$237K – – –
TNB
916
Thomasville National Bank
Georgia
$237K – – –
SCA
917
Salient Capital Advisors
Texas
$237K +$10.8K +125 +5%
SSP
918
Sapphire Star Partners
Washington
$237K +$250K +2,900 New
RIM
919
RS Investment Management
California
$236K -$123K -1,427 -33%
BFA
920
Benedict Financial Advisors
Georgia
$236K +$249K +2,882 New
GT
921
Glenview Trust
Kentucky
$236K +$249K +2,883 New
SHCM
922
Stokes & Hubbell Capital Management
Louisiana
$235K – – –
AW
923
ACG Wealth
Georgia
$234K -$12.9K -149 -5%
MTC
924
McDaniel Terry & Co
Texas
$233K – – –
OI
925
Oakbrook Investments
Illinois
$233K +$17.3K +200 +8%
35 36
37
38 39