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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
DPA
976
Delphi Private Advisors
California
$136K – – –
ADL
977
Asset Dedication LLC
California
$132K -$26.5K -337 -17%
DSI
978
Daiwa SB Investments
Japan
$132K -$20.4K -260 -14%
MPWT
979
MassMutual Private Wealth & Trust
Connecticut
$130K +$1.57K +20 +1%
FMP
980
Financial Management Professionals
Texas
$129K – – –
MCIA
981
Mountain Capital Investment Advisors
Colorado
$127K +$120K +1,530 New
CWM
982
Catamount Wealth Management
Connecticut
$117K – – –
WIM
983
Westside Investment Management
California
$117K – – –
MAM
984
Meeder Asset Management
Ohio
$116K +$110K +1,400 New
VCM
985
Versant Capital Management
Arizona
$114K -$236 -3 -0.2%
CCM
986
Cribstone Capital Management
Maine
$114K – – –
EWM
987
Endurance Wealth Management
Rhode Island
$114K – – –
AIL
988
AGF Investments LLC
Ontario, Canada
$113K +$106K +1,350 New
BAM
989
Bruderman Asset Management
New York
$112K +$107K +1,360 New
PHK
990
Point72 Hong Kong
Hong Kong
$110K +$104K +1,329 New
WAS
991
Winch Advisory Services
Wisconsin
$109K – – –
RPG
992
Risk Paradigm Group
Texas
$109K -$16.8K -214 -14%
M
993
MOTCO
Texas
$108K +$3.92K +50 +4%
JCM
994
Jacobi Capital Management
Pennsylvania
$104K -$1.88K -24 -2%
CLOS
995
Compagnie Lombard Odier SCmA
Switzerland
$104K – – –
DIA
996
Davidson Investment Advisors
Montana
$103K -$52.8K -672 -35%
WTB
997
Washington Trust Bank
Washington
$103K -$4.08K -52 -4%
MSFP
998
Mark Sheptoff Financial Planning
Connecticut
$102K -$42.1K -536 -30%
IWM
999
IHT Wealth Management
Illinois
$100K -$12.1K -154 -7%
CBT
1000
Capital Bank & Trust
California
$100K +$95.1K +1,212 New
38 39
40
41 42