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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
901
Transamerica Financial Advisors
Florida
$251K – – –
WA
902
WFG Advisors
Texas
$250K -$54.5K -632 -17%
KFC
903
Klingenstein Fields & Co
New York
$250K – – –
SWM
904
Stockman Wealth Management
Montana
$249K -$60.3K -699 -19%
LA
905
LVW Advisors
New York
$249K -$26.7K -309 -9%
EWA
906
EP Wealth Advisors
California
$249K – – –
CCM
907
Canal Capital Management
Virginia
$249K +$1.64K +19 +0.6%
SWM
908
SVA Wealth Management
Wisconsin
$248K -$8.28K -96 -3%
CA
909
Capital Advantage
California
$248K +$1.55K +18 +0.6%
SKK
910
Shepherd Kaplan Krochuk
Massachusetts
$248K +$261K +3,030 New
WTB
911
Washington Trust Bank
Washington
$247K -$15.6K -181 -6%
TWA
912
TCI Wealth Advisors
Arizona
$247K – – –
BPCA
913
Bank Pictet & Cie (Asia)
Singapore
$245K +$259K +3,000 New
PFBT
914
Parkside Financial Bank & Trust
Missouri
$244K +$104K +1,207 +68%
NFG
915
Nations Financial Group
Iowa
$242K +$255K +2,958 New
KA
916
Kovack Advisors
Florida
$242K +$256K +2,964 New
TC
917
Trust Company
Kansas
$240K – – –
CC
918
Courier Capital
New York
$239K – – –
BP
919
Ballentine Partners
Massachusetts
$237K -$4.66K -54 -2%
DI
920
Diligent Investors
California
$237K – – –
TNB
921
Thomasville National Bank
Georgia
$237K – – –
SCA
922
Salient Capital Advisors
Texas
$237K +$10.8K +125 +5%
SSP
923
Sapphire Star Partners
Washington
$237K +$250K +2,900 New
RIM
924
RS Investment Management
California
$236K -$123K -1,427 -33%
BFA
925
Benedict Financial Advisors
Georgia
$236K +$249K +2,882 New
35 36
37
38 39