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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
1001
Bartlett & Co
Ohio
$134K – – –
FMP
1002
Financial Management Professionals
Texas
$134K – – –
CFD
1003
Creative Financial Designs
Indiana
$134K +$129K +1,552 New
CWM
1004
Catamount Wealth Management
Connecticut
$123K +$41.6K +500 +54%
BTIS
1005
BB&T Investment Services
North Carolina
$122K +$115K +1,389 New
IWM
1006
IHT Wealth Management
Illinois
$122K +$117K +1,406 New
VCM
1007
Versant Capital Management
Arizona
$120K +$18.7K +225 +19%
CCM
1008
Cribstone Capital Management
Maine
$119K – – –
EWM
1009
Endurance Wealth Management
Rhode Island
$119K – – –
FIB
1010
First Interstate Bank
Montana
$113K -$270K -3,250 -71%
FANJ
1011
Financial Architects (New Jersey)
New Jersey
$112K -$68.3K -821 -39%
CAW
1012
Cornerstone Advisors (Washington)
Washington
$111K -$118K -1,415 -52%
M
1013
MOTCO
Texas
$111K – – –
BEAM
1014
Baker Ellis Asset Management
Washington
$107K +$103K +1,235 New
WB
1015
Webster Bank
Connecticut
$103K +$98.4K +1,184 New
MA
1016
MCF Advisors
Kentucky
$102K – – –
FCB
1017
First Command Bank
Texas
$102K +$98.1K +1,180 New
FCFS
1018
First Command Financial Services
Texas
$102K +$98.1K +1,180 New
GAM
1019
Gemmer Asset Management
California
$101K – – –
CLOS
1020
Compagnie Lombard Odier SCmA
Switzerland
$99K +$67.8K +816 +249%
CCMW
1021
Cypress Capital Management (Wyoming)
Wyoming
$98.3K -$4.16K -50 -4%
FHA
1022
First Horizon Advisors
Tennessee
$98K – – –
ACS
1023
Archford Capital Strategies
Illinois
$97K – – –
DIA
1024
Davidson Investment Advisors
Montana
$97K – – –
VCM
1025
Vigilant Capital Management
Maine
$92K -$5.82K -70 -6%
39 40
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