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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
KTC
976
Kistler-Tiffany Companies
Pennsylvania
$87K – – –
GBBWRPM
977
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$82K – – –
OC
978
Oakworth Capital
Alabama
$78K -$3.58K -46 -5%
PMFA
979
Plante Moran Financial Advisors
Michigan
$74K -$7.7K -99 -10%
CWM
980
Catamount Wealth Management
Connecticut
$74K – – –
TG
981
TLP Group
Illinois
$74K +$15.2K +196 +27%
VIA
982
Vantage Investment Advisors
Pennsylvania
$70K -$700 -9 -1%
AC
983
Alexandria Capital
Virginia
$70K +$15.6K +201 +30%
KF
984
Krilogy Financial
Missouri
$68K +$4.2K +54 +7%
CAL
985
Capital Analysts LLC
Pennsylvania
$65.6K +$9.87K +127 +18%
CHP
986
Cable Hill Partners
Oregon
$65K +$27.8K +358 +80%
RPG
987
Risk Paradigm Group
Texas
$64.4K -$144K -1,850 -70%
TFO
988
Tarbox Family Office
California
$64K +$777 +10 +1%
MWP
989
MYCIO Wealth Partners
Pennsylvania
$64K +$38.9K +500 +169%
LAM
990
Lebenthal Asset Management
New York
$64K +$61.3K +789 New
TF
991
Tompkins Financial
New York
$63K -$64.5K -830 -52%
HCM
992
Herndon Capital Management
Georgia
$62K -$26.6K -342 -31%
EDRH
993
Edmond de Rothschild Holding
Switzerland
$62K -$16.1K -207 -21%
AIS
994
Accurate Investment Solutions
Pennsylvania
$62K +$233 +3 +0.4%
AP
995
Atwood & Palmer
Missouri
$61K +$23.4K +301 +65%
HR
996
Howe & Rusling
New York
$61K +$25.3K +325 +76%
JIR
997
James Investment Research
Ohio
$60K – – –
AWMS
998
Advocacy Wealth Management Services
Georgia
$57K – – –
JAM
999
Jolley Asset Management
North Carolina
$55K – – –
EDRE
1000
Edmond de Rothschild (Europe)
Luxembourg
$53K +$13.7K +176 +37%
38 39
40
41 42