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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
976
Empirical Wealth Management
Washington
$204K +$189K +2,229 New
SNBOSD
977
Security National Bank of So Dak
Iowa
$203K +$188K +2,216 New
TTWM
978
TCV Trust & Wealth Management
Virginia
$203K +$188K +2,220 New
CFN
979
Cordasco Financial Network
Florida
$202K – – –
S
980
SignatureFD
Georgia
$201K +$186K +2,197 New
SC
981
SRB Corp
Massachusetts
$194K +$180K +2,123 New
JWM
982
Jacobus Wealth Management
Wisconsin
$187K – – –
DSI
983
Daiwa SB Investments
Japan
$187K +$37.3K +440 +28%
BC
984
Barnett & Company
Tennessee
$186K – – –
BAM
985
Barrett Asset Management
New York
$184K +$21.2K +250 +14%
SWA
986
Sutton Wealth Advisors
Florida
$177K – – –
BEAM
987
Baker Ellis Asset Management
Washington
$177K – – –
QCG
988
Quadrant Capital Group
Ohio
$171K -$593 -7 -0.4%
PFBT
989
Parkside Financial Bank & Trust
Missouri
$169K -$169 -2 -0.1%
IA
990
IndexIQ Advisors
New York
$168K -$602K -7,110 -79%
BDWM
991
Brewin Dolphin Wealth Management
Ireland
$165K +$152K +1,800 New
TF
992
Tompkins Financial
New York
$160K +$92.4K +1,091 +166%
CBT
993
Capital Bank & Trust
California
$157K +$42.4K +500 +41%
PMFA
994
Plante Moran Financial Advisors
Michigan
$154K – – –
WA
995
Winfield Associates
Ohio
$152K +$424 +5 +0.3%
DPA
996
Delphi Private Advisors
California
$150K – – –
ADL
997
Asset Dedication LLC
California
$147K – – –
FMP
998
Financial Management Professionals
Texas
$143K – – –
SIAP
999
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$142K -$39K -460 -23%
BTIS
1000
BB&T Investment Services
North Carolina
$141K -$7.54K -89 -5%
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