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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
951
Courier Capital
New York
$202K +$192K +2,446 New
NWP
952
Northstar Wealth Partners
Connecticut
$202K +$192K +2,452 New
KCM
953
Kanawha Capital Management
Virginia
$201K +$191K +2,427 New
SBL
954
Sargent Bickham Lagudis
Colorado
$199K +$2.12K +27 +1%
FANJ
955
Financial Architects (New Jersey)
New Jersey
$197K -$628 -8 -0.3%
LA
956
Legacy Advisors
Pennsylvania
$190K – – –
LCM
957
Liberty Capital Management
Michigan
$190K +$181K +2,302 New
CIAN
958
Capstone Investment Advisors (Netherlands)
New York
$182K -$44K -560 -20%
CFN
959
Cordasco Financial Network
Florida
$182K – – –
JWM
960
Jacobus Wealth Management
Wisconsin
$169K – – –
SIAP
961
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$167K – – –
BC
962
Barnett & Company
Tennessee
$167K +$11.8K +150 +8%
EFSCE
963
Enterprise Financial Services Corp (EFSC)
Missouri
$166K -$236 -3 -0.1%
SWA
964
Sutton Wealth Advisors
Florida
$160K – – –
BEAM
965
Baker Ellis Asset Management
Washington
$160K +$152K +1,935 New
PFBT
966
Parkside Financial Bank & Trust
Missouri
$152K +$5.81K +74 +4%
WA
967
WFG Advisors
Texas
$147K -$41K -522 -23%
RWA
968
Ropes Wealth Advisors
Massachusetts
$146K -$8.32K -106 -6%
QCG
969
Quadrant Capital Group
Ohio
$146K -$6.12K -78 -4%
BAM
970
Barrett Asset Management
New York
$146K – – –
RIA
971
RPG Investment Advisory
California
$146K +$139K +1,769 New
CAM
972
Close Asset Management
United Kingdom
$142K – – –
PMFA
973
Plante Moran Financial Advisors
Michigan
$139K -$15.3K -195 -10%
BTIS
974
BB&T Investment Services
North Carolina
$138K -$864 -11 -0.7%
WA
975
Winfield Associates
Ohio
$136K -$393 -5 -0.3%
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