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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
976
MassMutual Private Wealth & Trust
Connecticut
$130K +$1.57K +20 +1%
FMP
977
Financial Management Professionals
Texas
$129K – – –
MCIA
978
Mountain Capital Investment Advisors
Colorado
$127K +$120K +1,530 New
CWM
979
Catamount Wealth Management
Connecticut
$117K – – –
WIM
980
Westside Investment Management
California
$117K – – –
MAM
981
Meeder Asset Management
Ohio
$116K +$110K +1,400 New
VCM
982
Versant Capital Management
Arizona
$114K -$236 -3 -0.2%
CCM
983
Cribstone Capital Management
Maine
$114K – – –
EWM
984
Endurance Wealth Management
Rhode Island
$114K – – –
AIL
985
AGF Investments LLC
Ontario, Canada
$113K +$106K +1,350 New
BAM
986
Bruderman Asset Management
New York
$112K +$107K +1,360 New
PHK
987
Point72 Hong Kong
Hong Kong
$110K +$104K +1,329 New
WAS
988
Winch Advisory Services
Wisconsin
$109K – – –
RPG
989
Risk Paradigm Group
Texas
$109K -$16.8K -214 -14%
M
990
MOTCO
Texas
$108K +$3.92K +50 +4%
JCM
991
Jacobi Capital Management
Pennsylvania
$104K -$1.88K -24 -2%
CLOS
992
Compagnie Lombard Odier SCmA
Switzerland
$104K – – –
DIA
993
Davidson Investment Advisors
Montana
$103K -$52.8K -672 -35%
WTB
994
Washington Trust Bank
Washington
$103K -$4.08K -52 -4%
MSFP
995
Mark Sheptoff Financial Planning
Connecticut
$102K -$42.1K -536 -30%
CBT
996
Capital Bank & Trust
California
$100K +$95.1K +1,212 New
LWCFA
997
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$99K -$30.5K -388 -25%
VIA
998
Vantage Investment Advisors
Pennsylvania
$99K +$2.75K +35 +3%
CAW
999
Cornerstone Advisors (Washington)
Washington
$97K -$6.83K -87 -7%
GAM
1000
Gemmer Asset Management
California
$97K – – –
38 39
40
41 42