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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
BOK
926
Bank of Kentucky
Kentucky
$180K – – –
LWCFA
927
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$179K -$1.47K -20 -0.9%
CLOS
928
Compagnie Lombard Odier SCmA
Switzerland
$172K -$94.1K -1,282 -37%
JIC
929
Joel Isaacson & Co
New York
$159K -$1.91K -26 -1%
RWA
930
Ropes Wealth Advisors
Massachusetts
$159K +$148K +2,019 New
FHA
931
First Horizon Advisors
Tennessee
$158K -$7.78K -106 -5%
BC
932
Bartlett & Co
Ohio
$152K – – –
TCOV
933
Trust Company of Vermont
Vermont
$147K – – –
MCM
934
MV Capital Management
Maryland
$142K +$33.2K +453 +33%
VIA
935
Vantage Investment Advisors
Pennsylvania
$141K +$66.1K +900 +100%
MPWT
936
MassMutual Private Wealth & Trust
Connecticut
$137K +$23.8K +324 +23%
SAMC
937
Shinko Asset Management Company
Japan
$135K -$13.6K -185 -10%
BAM
938
Barrett Asset Management
New York
$135K – – –
LNB
939
Ledyard National Bank
$135K – – –
SCA
940
Strategic Capital Alternatives
United States
$129K +$120K +1,641 New
WA
941
Winfield Associates
Ohio
$126K -$29.4K -400 -20%
EFSCE
942
Enterprise Financial Services Corp (EFSC)
Missouri
$123K -$1.4K -19 -1%
FMP
943
Financial Management Professionals
Texas
$123K – – –
TF
944
Tompkins Financial
New York
$121K +$35.6K +485 +46%
VCM
945
Vigilant Capital Management
Maine
$120K -$23.9K -325 -18%
TFA
946
Transamerica Financial Advisors
Florida
$112K -$150K -2,049 -59%
OC
947
Oakworth Capital
Alabama
$112K – – –
BEAM
948
Baker Ellis Asset Management
Washington
$109K +$102K +1,385 New
DAM
949
Delta Asset Management
Tennessee
$108K +$9.91K +135 +11%
M
950
MOTCO
Texas
$107K -$41K -558 -29%
36 37
38
39 40