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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
901
ARS Investment Partners
New York
$505K -$1.52M -14,905 -75%
TWM
902
Thrive Wealth Management
Pennsylvania
$504K -$511 -5 -0.1%
SF
903
Symphony Financial
Texas
$503K -$729K -7,127 -59%
GIM
904
Groesbeck Investment Management
New Jersey
$503K -$93.1K -910 -16%
AFP
905
Ausdal Financial Partners
Iowa
$501K +$27K +264 +6%
CPIG
906
Chicago Partners Investment Group
Illinois
$500K +$3.48K +34 +0.7%
BTI
907
Blue Trust Inc
Georgia
$498K +$199K +1,943 +46%
VDI
908
Vaughan David Investments
Illinois
$495K -$10.2K -100 -2%
LC
909
Lincoln Capital
Nebraska
$490K -$3.89K -38 -0.8%
LAM
910
Lingohr Asset Management
Germany
$489K – – –
SP
911
Successful Portfolios
Florida
$488K – – –
IWC
912
Integrated Wealth Concepts
Massachusetts
$488K +$149K +1,453 +45%
CCFCSB
913
Cape Cod Five Cents Savings Bank
Massachusetts
$488K +$26.4K +258 +6%
PTC
914
Private Trust Company
Ohio
$486K -$27.5K -269 -5%
CT
915
Coastline Trust
Rhode Island
$484K -$10.3K -101 -2%
SAM
916
S.A. Mason
Michigan
$483K – – –
LCM
917
LVM Capital Management
Michigan
$481K – – –
VAM
918
Verity Asset Management
North Carolina
$480K -$94.2K -921 -17%
RP
919
Riverwater Partners
Wisconsin
$477K -$2.66K -26 -0.6%
OCM
920
Orleans Capital Management
Louisiana
$477K – – –
NL
921
NWAM LLC
Washington
$477K -$212K -2,069 -31%
AF
922
Aldebaran Financial
$475K -$30.7K -300 -6%
FWP
923
FAS Wealth Partners
Kansas
$474K -$3.07K -30 -0.7%
PPP
924
Private Portfolio Partners
New Jersey
$472K +$511 +5 +0.1%
AIM
925
Acropolis Investment Management
Missouri
$469K +$1.13K +11 +0.2%
35 36
37
38 39