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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
976
Partnervest Advisory Services
California
$14K – – –
LWA
977
Lenox Wealth Advisors
New York
$13K +$10.9K +164 New
TCM
978
TD Capital Management
Tennessee
$12K -$3.2K -48 -24%
FA
979
Financial Advantage
Maryland
$12K – – –
CG
980
Colony Group
Massachusetts
$11K +$9.41K +141 New
FWM
981
Focused Wealth Management
New York
$10K – – –
MAS
982
Madden Advisory Services
Florida
$10K +$4.34K +65 +94%
KPCM
983
Kings Point Capital Management
New York
$10K +$9.07K +136 New
PO
984
Private Ocean
California
$9K +$7.67K +115 New
CCS
985
Crosspoint Capital Strategies
California
$9K +$8.07K +121 New
RWM
986
Raffa Wealth Management
District of Columbia
$8.1K +$7.54K +113 New
AC
987
Alexandria Capital
Virginia
$8K – – –
VIA
988
Vantage Investment Advisors
Pennsylvania
$8K +$6.67K +100 New
NCM
989
Nelson Capital Management
California
$7K – – –
MIM
990
Macroview Investment Management
Maryland
$5K – – –
LWM
991
Lenox Wealth Management
Ohio
$5K +$4.6K +69 New
SFPIA
992
Stevens First Principles Investment Advisors
California
$4K -$30K -450 -90%
FAM
993
Fred Alger Management
New York
$3K -$10.3K -155 -79%
HCM
994
Horrell Capital Management
Arkansas
$3K – – –
UB
995
UMB Bank
Missouri
$2.81K -$141K -2,110 -5%
TDC
996
Thompson Davis & Co
Virginia
$2K +$1.73K +26 New
MIM
997
Marco Investment Management
Georgia
$1.26K -$150K -2,250 -12%
TIM
998
Tortoise Investment Management
New York
$1K – – –
PFA
999
Paradigm Financial Advisors
Missouri
$1K +$600 +9 New
EMA
1000
Efficient Market Advisors
California
$1K +$734 +11 New
38 39
40
41 42