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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1001
Waverly Advisors
Alabama
$21K – – –
IP
1002
Isthmus Partners
Wisconsin
$20K – – –
SHJ
1003
Sharkey, Howes & Javer
Colorado
$20K – – –
LIM
1004
Lagoda Investment Management
New York
$19K -$4.77K -60 -20%
SA
1005
SRH Advisors
Kansas
$19K – – –
CG
1006
Colony Group
Massachusetts
$19K +$19.9K +250 New
HCMT
1007
Highland Capital Management (Tennessee)
Tennessee
$18K -$1.46M -18,311 -99%
TWMP
1008
Taylor Wealth Management Partners
Massachusetts
$18K – – –
LFR
1009
Lehman Financial Resources
Pennsylvania
$18K +$3.02K +38 +19%
BAM
1010
Brave Asset Management
New Jersey
$17K – – –
VFA
1011
Virtus Fund Advisers
Connecticut
$17K – – –
HF
1012
Hoxton Financial
West Virginia
$16K – – –
MBT
1013
Monroe Bank & Trust
Michigan
$16K – – –
WC
1014
Whitnell & Co
Illinois
$16K +$159 +2 +1%
AWM
1015
Avior Wealth Management
Nebraska
$15K -$1.59K -20 -9%
KA
1016
Klingman & Associates
New York
$15K – – –
WCM
1017
Wealthcare Capital Management
Virginia
$15K – – –
ED
1018
Exane Derivatives
France
$14.2K -$245K -3,085 -94%
MUS
1019
Mitsubishi UFJ Securities
Japan
$14K -$15.1K -190 -51%
IMS
1020
Index Management Solutions
Pennsylvania
$14K +$874 +11 +7%
CPIG
1021
Chicago Partners Investment Group
Illinois
$13K – – –
CFS
1022
Commonwealth Financial Services
West Virginia
$13K – – –
LYV
1023
Live Your Vision
Pennsylvania
$13K +$14K +176 New
FA
1024
Financial Advantage
Maryland
$12K – – –
TCM
1025
TD Capital Management
Tennessee
$12K – – –
39 40
41
42 43