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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
NFG
926
Nations Financial Group
Iowa
$226K +$21.1M +253,231 +7,446%
KFS
927
Kurt F. Somerville
$225K – – –
FHA
928
Flagship Harbor Advisors
Massachusetts
$225K +$223K +2,685 New
NQWM
929
Northwest Quadrant Wealth Management
Oregon
$225K +$236K +2,844 New
WJA
930
Williams Jones & Associates
New York
$224K -$33.3K -400 -13%
EGA
931
Eagle Global Advisors
Texas
$224K -$1.83K -22 -0.8%
TSW
932
Thompson Siegel & Walmsley
Virginia
$224K – – –
PAG
933
Pinnacle Advisory Group
Maryland
$224K +$216K +2,594 New
DTL
934
Dynamic Technology Lab
Singapore
$224K +$216K +2,600 New
JFL
935
Jarislowsky, Fraser Ltd
Quebec, Canada
$223K +$215K +2,582 New
AFG
936
Albion Financial Group
Utah
$222K – – –
CG
937
Caprock Group
Idaho
$221K -$5.9K -71 -3%
PHIMC
938
Private Harbour Investment Management & Counsel
Ohio
$221K – – –
SPWA
939
SteelBridge Private Wealth Advisors
Florida
$221K – – –
CWA
940
Cypress Wealth Advisors
California
$220K +$212K +2,547 New
RCAG
941
Rehmann Capital Advisory Group
Michigan
$219K +$210K +2,530 New
CC
942
Courier Capital
New York
$218K -$41.5K -499 -17%
ECM
943
Everence Capital Management
Indiana
$217K -$919K -11,054 -81%
HB
944
Homrich & Berg
Georgia
$217K -$1.08K -13 -0.5%
CBOR
945
Community Bank of Raymore
Missouri
$217K – – –
EA
946
Edge Advisors
Georgia
$216K +$208K +2,502 New
WDA
947
Wendell David Associates
New Hampshire
$215K -$12.5K -150 -6%
TCOO
948
Trust Company of Oklahoma
Oklahoma
$214K +$206K +2,475 New
CFA
949
CT Financial Advisors
Pennsylvania
$214K – – –
FAT
950
First American Trust
California
$213K +$204K +2,459 New
36 37
38
39 40