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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
1001
Asset Dedication LLC
California
$147K – – –
FMP
1002
Financial Management Professionals
Texas
$143K – – –
SIAP
1003
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$142K -$39K -460 -23%
BTIS
1004
BB&T Investment Services
North Carolina
$141K -$7.54K -89 -5%
WAP
1005
Wealthcare Advisory Partners
Pennsylvania
$141K +$131K +1,543 New
CLOS
1006
Compagnie Lombard Odier SCmA
Switzerland
$140K +$23.5K +277 +22%
MCIA
1007
Mountain Capital Investment Advisors
Colorado
$137K -$2.54K -30 -2%
FHA
1008
First Horizon Advisors
Tennessee
$134K +$66.1K +780 +113%
WIM
1009
Westside Investment Management
California
$132K – – –
VCM
1010
Versant Capital Management
Arizona
$128K +$1.69K +20 +1%
FANJ
1011
Financial Architects (New Jersey)
New Jersey
$126K -$84.2K -994 -42%
IWM
1012
IHT Wealth Management
Illinois
$126K -$52.7K -622 -32%
VIA
1013
Vantage Investment Advisors
Pennsylvania
$125K +$14K +165 +14%
HI
1014
Hudock Inc
Pennsylvania
$122K -$99.4K -1,173 -47%
EFSCE
1015
Enterprise Financial Services Corp (EFSC)
Missouri
$120K -$59.3K -700 -35%
KPCM
1016
Kings Point Capital Management
New York
$120K +$72K +850 +184%
JCM
1017
Jacobi Capital Management
Pennsylvania
$118K +$254 +3 +0.2%
CAW
1018
Cornerstone Advisors (Washington)
Washington
$114K +$6.01K +71 +6%
RWA
1019
Ropes Wealth Advisors
Massachusetts
$113K -$45.2K -534 -30%
AIL
1020
AGF Investments LLC
Ontario, Canada
$113K -$11.4K -135 -10%
RPG
1021
Risk Paradigm Group
Texas
$113K -$7.45K -88 -7%
LWCFA
1022
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$111K +$2.54K +30 +3%
AFNAS
1023
American Financial Network Advisory Services
California
$110K +$102K +1,201 New
GAM
1024
Gemmer Asset Management
California
$107K – – –
TRCT
1025
Tower Research Capital (TRC)
New York
$101K -$439K -5,179 -82%
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