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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
976
Ausdal Financial Partners
Iowa
$202K +$169K +2,881 New
MA
977
Mutual Advisors
Nebraska
$202K +$169K +2,886 New
TAM
978
Townsend Asset Management
North Carolina
$202K +$170K +2,893 New
WTB
979
Washington Trust Bank
Washington
$201K +$169K +2,879 New
TCOV
980
Trust Company of Vermont
Vermont
$200K +$5.87K +100 +4%
MMG
981
Monetary Management Group
Missouri
$198K -$147K -2,500 -47%
FMLI
982
Fukoku Mutual Life Insurance
Japan
$185K – – –
APW
983
Acima Private Wealth
Virginia
$182K – – –
VCG
984
Vantage Consulting Group
Virginia
$182K +$153K +2,606 New
LWCFA
985
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$181K – – –
LC
986
Lindbrook Capital
California
$181K +$470 +8 +0.3%
DAC
987
Dividend Assets Capital
South Carolina
$179K +$150K +2,553 New
LPIC
988
LeJeune Puetz Investment Counsel
Michigan
$177K -$8.39K -143 -5%
QCG
989
Quadrant Capital Group
Ohio
$173K -$4.05K -69 -3%
LWM
990
Liberty Wealth Management
California
$169K -$5.81K -99 -4%
BCA
991
Bray Capital Advisors
Florida
$163K +$1.41K +24 +1%
CAM
992
Close Asset Management
United Kingdom
$162K – – –
OIA
993
Optimum Investment Advisors
Illinois
$155K – – –
BA
994
Bellwether Advisors
Nebraska
$148K +$125K +2,122 New
TFO
995
Tarbox Family Office
California
$145K +$5.69K +97 +5%
FWM
996
Focused Wealth Management
New York
$143K +$4.52K +77 +4%
PB
997
Pinnacle Bancorp
Nebraska
$140K – – –
FPS
998
Fieldpoint Private Securities
Connecticut
$139K +$117K +1,987 New
SWA
999
Sutton Wealth Advisors
Florida
$137K -$3.52K -60 -3%
FMP
1000
Financial Management Professionals
Texas
$137K -$881 -15 -0.8%
38 39
40
41 42