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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
1001
Wealthstreet Investment Advisors
Texas
$337K – – –
PA
1002
Probity Advisors
Texas
$337K +$8.32K +72 +2%
SRAM
1003
Stone Ridge Asset Management
New York
$336K +$57.8K +500 +20%
SP
1004
Successful Portfolios
Florida
$334K -$1.62K -14 -0.5%
CC
1005
Cadinha & Co
Hawaii
$333K -$35K -303 -9%
AIP
1006
Almanack Investment Partners
Pennsylvania
$333K -$17.7K -153 -5%
DAS
1007
Dynamic Advisor Solutions
Arizona
$331K -$122K -1,056 -26%
EDRIA
1008
Edmonds Duncan Registered Investment Advisors
Kansas
$331K – – –
TSW
1009
Thompson Siegel & Walmsley
Virginia
$331K – – –
BW
1010
Bison Wealth
Georgia
$331K +$340K +2,940 New
BA
1011
Ballew Advisors
Mississippi
$330K – – –
FLPIM
1012
F.L. Putnam Investment Management
Massachusetts
$329K +$15.3K +132 +5%
WA
1013
WP Advisors
California
$328K +$2.2K +19 +0.7%
OCG
1014
Opus Capital Group
Ohio
$325K -$41K -355 -11%
PP
1015
PDS Planning
Ohio
$325K +$10.5K +91 +3%
BWM
1016
BerganKDV Wealth Management
Minnesota
$324K -$28K -242 -8%
MFW
1017
Mosaic Family Wealth
Missouri
$321K +$11.7K +101 +3%
CSM
1018
CAMG Solamere Management
North Carolina
$320K -$135K -1,165 -29%
SHCM
1019
Stokes & Hubbell Capital Management
Louisiana
$319K -$4.51K -39 -1%
BMCM
1020
Bryn Mawr Capital Management
Pennsylvania
$318K – – –
PGA
1021
Portland Global Advisors
Maine
$318K +$5.2K +45 +2%
BCM
1022
BTR Capital Management
California
$318K +$57.8K +500 +22%
QC
1023
QCM Cayman
Texas
$318K +$326K +2,823 New
WDA
1024
Wendell David Associates
New Hampshire
$317K – – –
CS
1025
Comerica Securities
Michigan
$314K +$5.32K +46 +2%
39 40
41
42 43