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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
VNB
976
Valley National Bancorp
New York
$20K +$17.5K +263 New
HRIA
977
Haberer Registered Investment Advisor
Ohio
$19K -$3.33K -50 -17%
SA
978
SRH Advisors
Kansas
$19K +$16.5K +248 New
WA
979
Waverly Advisors
Alabama
$17K +$3.74K +56 +34%
BAM
980
Brave Asset Management
New Jersey
$17K +$14.7K +220 New
PAS
981
Partnervest Advisory Services
California
$14K – – –
LWA
982
Lenox Wealth Advisors
New York
$13K +$10.9K +164 New
TCM
983
TD Capital Management
Tennessee
$12K -$3.2K -48 -24%
FA
984
Financial Advantage
Maryland
$12K – – –
CG
985
Colony Group
Massachusetts
$11K +$9.41K +141 New
FWM
986
Focused Wealth Management
New York
$10K – – –
MAS
987
Madden Advisory Services
Florida
$10K +$4.34K +65 +94%
KPCM
988
Kings Point Capital Management
New York
$10K +$9.07K +136 New
PO
989
Private Ocean
California
$9K +$7.67K +115 New
CCS
990
Crosspoint Capital Strategies
California
$9K +$8.07K +121 New
RWM
991
Raffa Wealth Management
District of Columbia
$8.1K +$7.54K +113 New
AC
992
Alexandria Capital
Virginia
$8K – – –
VIA
993
Vantage Investment Advisors
Pennsylvania
$8K +$6.67K +100 New
NCM
994
Nelson Capital Management
California
$7K – – –
MIM
995
Macroview Investment Management
Maryland
$5K – – –
LWM
996
Lenox Wealth Management
Ohio
$5K +$4.6K +69 New
SFPIA
997
Stevens First Principles Investment Advisors
California
$4K -$30K -450 -90%
FAM
998
Fred Alger Management
New York
$3K -$10.3K -155 -79%
HCM
999
Horrell Capital Management
Arkansas
$3K – – –
TDC
1000
Thompson Davis & Co
Virginia
$2K +$1.73K +26 New
38 39
40
41 42