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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
926
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$112K -$4.5K -54 -4%
MCM
927
Munder Capital Management
Michigan
$111K -$52K -625 -31%
HR
928
Howe & Rusling
New York
$109K – – –
WIL
929
Winifred I. Li
$107K – – –
MSFP
930
Mark Sheptoff Financial Planning
Connecticut
$101K – – –
DAM
931
Delta Asset Management
Tennessee
$100K -$9.91K -119 -9%
RBA
932
Richard Bernstein Advisors
New York
$98K +$100K +1,201 New
WC
933
Whitnell & Co
Illinois
$96K +$83 +1 +0.1%
CBT
934
Central Bank & Trust
Kentucky
$95K -$154K -1,845 -61%
PMFA
935
Plante Moran Financial Advisors
Michigan
$94K -$15.3K -184 -14%
S
936
SignatureFD
Georgia
$93K +$22.8K +274 +32%
MPWT
937
MassMutual Private Wealth & Trust
Connecticut
$91.1K +$3.16K +38 +4%
RFA
938
Reilly Financial Advisors
California
$90K – – –
CWM
939
Cranbrook Wealth Management
Michigan
$90K +$333 +4 +0.4%
PIM
940
Parasol Investment Management
Illinois
$89K -$168K -2,019 -65%
HI
941
Hudock Inc
Pennsylvania
$88K +$166 +2 +0.2%
CAW
942
Cornerstone Advisors (Washington)
Washington
$87K -$999 -12 -1%
TF
943
Tompkins Financial
New York
$86K – – –
IA
944
IndexIQ Advisors
New York
$86K +$53.1K +638 +152%
FAM
945
Formidable Asset Management
Ohio
$82K – – –
MA
946
MCF Advisors
Kentucky
$81K -$2.08K -25 -2%
GSC
947
Ground Swell Capital
South Carolina
$77K +$23.6K +284 +43%
VIA
948
Vantage Investment Advisors
Pennsylvania
$73K -$24K -288 -24%
IMS
949
Index Management Solutions
Pennsylvania
$73K +$11.9K +143 +19%
SCA
950
Strategic Capital Alternatives
United States
$72K +$73.4K +882 New
36 37
38
39 40