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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
SICM
926
Sustainable Insight Capital Management
New York
$215K – – –
TSW
927
Thompson Siegel & Walmsley
Virginia
$215K – – –
WJA
928
Williams Jones & Associates
New York
$215K – – –
SCA
929
Salient Capital Advisors
Texas
$214K – – –
AFG
930
Albion Financial Group
Utah
$213K – – –
RBC
931
Ronald Blue & Co
Georgia
$213K +$3.14K +40 +2%
CIA
932
Choate Investment Advisors
Massachusetts
$212K – – –
AA
933
ALPS Advisors
Colorado
$212K +$201K +2,566 New
PMG
934
ProVise Management Group
Florida
$212K +$202K +2,571 New
CCMG
935
Clark Capital Management Group
Pennsylvania
$211K -$110K -1,407 -36%
BC
936
Bartlett & Co
Ohio
$211K +$78.5K +1,000 +65%
TFO
937
Tarbox Family Office
California
$211K +$137K +1,750 +219%
MWM
938
Modera Wealth Management
New Jersey
$210K -$11.9K -152 -6%
RCAG
939
Rehmann Capital Advisory Group
Michigan
$210K -$2.59K -33 -1%
HI
940
Hudock Inc
Pennsylvania
$207K +$1.26K +16 +0.6%
FHC
941
First Heartland Consultants
Missouri
$207K +$196K +2,502 New
JFL
942
Jarislowsky, Fraser Ltd
Quebec, Canada
$205K -$7.85K -100 -4%
CAM
943
Covenant Asset Management
New Jersey
$203K +$192K +2,450 New
AI
944
Atria Investments
North Carolina
$203K +$193K +2,455 New
MIP
945
Marietta Investment Partners
Wisconsin
$203K +$193K +2,457 New
FAT
946
First American Trust
California
$203K +$193K +2,459 New
CWM
947
Cabot Wealth Management
Massachusetts
$203K +$193K +2,460 New
CC
948
Courier Capital
New York
$202K +$192K +2,446 New
NWP
949
Northstar Wealth Partners
Connecticut
$202K +$192K +2,452 New
KCM
950
Kanawha Capital Management
Virginia
$201K +$191K +2,427 New
36 37
38
39 40