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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
1026
Ayalon Insurance Company
Israel
$19K +$18K +245 New
VFA
1027
Virtus Fund Advisers
Connecticut
$18K -$9.66M -131,619 -100%
WC
1028
Whitnell & Co
Illinois
$18K -$73.3K -999 -81%
TWMP
1029
Taylor Wealth Management Partners
Massachusetts
$18K +$16.8K +229 New
AWM
1030
Avior Wealth Management
Nebraska
$17K – – –
BAM
1031
Brave Asset Management
New Jersey
$17K – – –
PO
1032
Private Ocean
California
$17K – – –
AWS
1033
Aris Wealth Services
Pennsylvania
$17K +$16.1K +219 New
LFR
1034
Lehman Financial Resources
Pennsylvania
$16K – – –
CPIG
1035
Chicago Partners Investment Group
Illinois
$14K +$7.12K +97 +104%
CFS
1036
Commonwealth Financial Services
West Virginia
$13K – – –
SFPIA
1037
Stevens First Principles Investment Advisors
California
$13K +$2.2K +30 +23%
FA
1038
Financial Advantage
Maryland
$12K – – –
TCM
1039
TD Capital Management
Tennessee
$12K – – –
WA
1040
Waverly Advisors
Alabama
$12K – – –
FPFS
1041
First Personal Financial Services
North Carolina
$12K +$10.3K +140 New
KPCM
1042
Kings Point Capital Management
New York
$11K +$9.98K +136 New
MWAN
1043
Mariner Wealth Advisors (NYC)
Kansas
$11K +$10.4K +142 New
CG
1044
Cleary Gull
Wisconsin
$11K +$10.6K +145 New
FWM
1045
Focused Wealth Management
New York
$10K – – –
RWM
1046
Raffa Wealth Management
District of Columbia
$8.88K – – –
AA
1047
Apriem Advisors
California
$8K – – –
BWA
1048
Burt Wealth Advisors
Maryland
$8K – – –
HTC
1049
Hershey Trust Company
Pennsylvania
$8K – – –
HF
1050
Hoxton Financial
West Virginia
$8K – – –
40 41
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