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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
SSG
926
Summit Securities Group
New York
$122K +$83.2K +1,000 +200%
GAM
927
Gemmer Asset Management
California
$116K +$12.3K +148 +12%
MHS
928
M Holdings Securities
Oregon
$115K +$114K +1,371 New
BEAM
929
Baker Ellis Asset Management
Washington
$113K – – –
KTC
930
Kistler-Tiffany Companies
Pennsylvania
$113K +$8.32K +100 +8%
LWCFA
931
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$112K -$4.5K -54 -4%
MCM
932
Munder Capital Management
Michigan
$111K -$52K -625 -31%
HR
933
Howe & Rusling
New York
$109K – – –
WIL
934
Winifred I. Li
$107K – – –
MSFP
935
Mark Sheptoff Financial Planning
Connecticut
$101K – – –
DAM
936
Delta Asset Management
Tennessee
$100K -$9.91K -119 -9%
RBA
937
Richard Bernstein Advisors
New York
$98K +$100K +1,201 New
WC
938
Whitnell & Co
Illinois
$96K +$83 +1 +0.1%
CBT
939
Central Bank & Trust
Kentucky
$95K -$154K -1,845 -61%
PMFA
940
Plante Moran Financial Advisors
Michigan
$94K -$15.3K -184 -14%
S
941
SignatureFD
Georgia
$93K +$22.8K +274 +32%
MPWT
942
MassMutual Private Wealth & Trust
Connecticut
$91.1K +$3.16K +38 +4%
RFA
943
Reilly Financial Advisors
California
$90K – – –
CWM
944
Cranbrook Wealth Management
Michigan
$90K +$333 +4 +0.4%
PIM
945
Parasol Investment Management
Illinois
$89K -$168K -2,019 -65%
HI
946
Hudock Inc
Pennsylvania
$88K +$166 +2 +0.2%
CAW
947
Cornerstone Advisors (Washington)
Washington
$87K -$999 -12 -1%
TF
948
Tompkins Financial
New York
$86K – – –
IA
949
IndexIQ Advisors
New York
$86K +$53.1K +638 +152%
FAM
950
Formidable Asset Management
Ohio
$82K – – –
36 37
38
39 40