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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1001
Courier Capital
New York
$250K -$17.1K -180 -7%
MIP
1002
Marietta Investment Partners
Wisconsin
$249K – – –
CAM
1003
Covenant Asset Management
New Jersey
$248K – – –
FAT
1004
First American Trust
California
$248K – – –
FWM
1005
Focused Wealth Management
New York
$248K +$211K +2,220 +957%
EWM
1006
Empirical Wealth Management
Washington
$247K +$20.6K +217 +10%
KCM
1007
Kanawha Capital Management
Virginia
$245K – – –
FCCM
1008
First City Capital Management
Georgia
$243K – – –
LCM
1009
Liberty Capital Management
Michigan
$242K – – –
KACA
1010
Kayne Anderson Capital Advisors
California
$242K +$228K +2,400 New
RPC
1011
Rossmore Private Capital
Connecticut
$241K +$226K +2,380 New
CWM
1012
Cabot Wealth Management
Massachusetts
$240K -$8.18K -86 -3%
TRCT
1013
Tower Research Capital (TRC)
New York
$238K +$117K +1,235 +111%
PAG
1014
Pinnacle Advisory Group
Maryland
$238K +$223K +2,348 New
ARMT
1015
Amica Retiree Medical Trust
Rhode Island
$237K -$162K -1,702 -42%
PFA
1016
Paradigm Financial Advisors
Missouri
$236K – – –
CA
1017
Capital Advantage
California
$235K -$75K -789 -25%
B
1018
Bailard
California
$235K – – –
LIM
1019
Loudon Investment Management
New Hampshire
$235K – – –
WAP
1020
Wealthcare Advisory Partners
Pennsylvania
$235K +$73.8K +776 +50%
EIA
1021
Edgemoor Investment Advisors
Maryland
$234K -$36.5K -384 -15%
CAM
1022
Close Asset Management
United Kingdom
$234K – – –
LA
1023
Legacy Advisors
Pennsylvania
$233K – – –
JFL
1024
Jarislowsky, Fraser Ltd
Quebec, Canada
$230K -$9.51K -100 -4%
RW
1025
Rand Wealth
Maryland
$230K – – –
39 40
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