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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
976
Arcadia Investment Management
Michigan
$90K – – –
GAM
977
Gemmer Asset Management
California
$90K – – –
DIA
978
Davidson Investment Advisors
Montana
$89K +$16.3K +200 +21%
ACS
979
Archford Capital Strategies
Illinois
$89K +$92.1K +1,128 New
HCM
980
Herndon Capital Management
Georgia
$88K -$1.56M -19,087 -95%
CCMW
981
Cypress Capital Management (Wyoming)
Wyoming
$87.3K -$364K -4,455 -80%
ACM
982
Americafirst Capital Management
California
$87.2K +$89.8K +1,099 New
WP
983
WealthPLAN Partners
Nebraska
$87.1K +$114K +1,394 New
GXMC
984
Global X Management Company
New York
$86K +$51.5K +631 +139%
KTC
985
Kistler-Tiffany Companies
Pennsylvania
$85K – – –
CGT
986
Capital Guardian Trust
California
$84K -$309K -3,782 -78%
PMFA
987
Plante Moran Financial Advisors
Michigan
$81K -$33.6K -412 -29%
OC
988
Oakworth Capital
Alabama
$81K +$27.3K +334 +49%
GBBWRPM
989
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$81K +$81.7K +1,000 +3,571%
EDRH
990
Edmond de Rothschild Holding
Switzerland
$78K -$524K -6,421 -87%
CWM
991
Catamount Wealth Management
Connecticut
$73K +$40.8K +500 +119%
EFSCE
992
Enterprise Financial Services Corp (EFSC)
Missouri
$70K -$47.3K -579 -40%
VIA
993
Vantage Investment Advisors
Pennsylvania
$70K -$1.55K -19 -2%
DSC
994
Duncker Streett & Co
Missouri
$69K – – –
TFO
995
Tarbox Family Office
California
$63K -$1.72K -21 -3%
KF
996
Krilogy Financial
Missouri
$63K +$36K +441 +127%
AIS
997
Accurate Investment Solutions
Pennsylvania
$61K +$163 +2 +0.3%
JFA
998
JNBA Financial Advisors
Minnesota
$61K +$8.17K +100 +15%
JIR
999
James Investment Research
Ohio
$59K – – –
FNBSF
1000
First National Bank Sioux Falls
South Dakota
$58K +$4K +49 +7%
38 39
40
41 42