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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
FCH
976
Freestone Capital Holdings
Washington
$311K -$17.3K -203 -5%
TCOO
977
Trust Company of Oklahoma
Oklahoma
$311K – – –
PAG
978
Powers Advisory Group
Illinois
$310K +$327K +3,836 New
RIA
979
Regal Investment Advisors
Michigan
$310K +$327K +3,838 New
GCP
980
GSA Capital Partners
United Kingdom
$309K -$946K -11,097 -74%
MAM
981
Montchanin Asset Management
Delaware
$309K – – –
GF
982
Goodman Financial
Texas
$308K – – –
ESCM
983
Echo Street Capital Management
New York
$308K +$325K +3,812 New
CIA
984
Capital Investment Advisors
Georgia
$307K -$6.99K -82 -2%
CA
985
Callahan Advisors
Texas
$307K – – –
CAWM
986
Capital Advisors Wealth Management
Washington
$307K +$324K +3,799 New
FMWA
987
Forvis Mazars Wealth Advisors
Missouri
$304K -$12.8K -150 -4%
MBT
988
Montecito Bank & Trust
California
$304K +$18.3K +215 +6%
AGP
989
Autumn Glory Partners
Texas
$303K -$21.3K -250 -6%
PP
990
PDS Planning
Ohio
$303K -$2.56K -30 -0.8%
ARMC
991
American Research & Management Company
Massachusetts
$303K – – –
RVPG
992
Relative Value Partners Group
$302K +$319K +3,747 New
CT
993
Chicago Trust
Illinois
$301K +$40.5K +475 +15%
CIM
994
Corbyn Investment Management
Maryland
$300K – – –
FM
995
Foster & Motley
Ohio
$300K +$4.77K +56 +2%
RWM
996
Ritholtz Wealth Management
New York
$300K +$317K +3,714 New
WG
997
Welch Group
Alabama
$299K +$1.36K +16 +0.4%
BP
998
Ballentine Partners
Massachusetts
$299K +$6.39K +75 +2%
RC
999
Roundview Capital
New Jersey
$299K +$18.7K +219 +6%
WAP
1000
Wealthcare Advisory Partners
Pennsylvania
$299K +$44.7K +525 +17%
38 39
40
41 42