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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
SHJ
1026
Sharkey, Howes & Javer
Colorado
$20K -$8.35K -105 -30%
AIC
1027
Ayalon Insurance Company
Israel
$20K – – –
SA
1028
SRH Advisors
Kansas
$20K – – –
SFPIA
1029
Stevens First Principles Investment Advisors
California
$20K +$6.75K +85 +53%
AWS
1030
Aris Wealth Services
Pennsylvania
$18K – – –
BAM
1031
Brave Asset Management
New Jersey
$18K – – –
TWMP
1032
Taylor Wealth Management Partners
Massachusetts
$18K – – –
VFA
1033
Virtus Fund Advisers
Connecticut
$18K – – –
MBT
1034
Monroe Bank & Trust
Michigan
$17K -$15.9K -200 -48%
AWM
1035
Avior Wealth Management
Nebraska
$17K – – –
PO
1036
Private Ocean
California
$17K – – –
HF
1037
Hoxton Financial
West Virginia
$17K +$7.95K +100 +93%
WCM
1038
Wealthcare Capital Management
Virginia
$16K -$47.9K -603 -75%
KA
1039
Klingman & Associates
New York
$16K -$4.45K -56 -22%
WC
1040
Whitnell & Co
Illinois
$16K -$2.31K -29 -13%
LFR
1041
Lehman Financial Resources
Pennsylvania
$16K – – –
DIA
1042
Davidson Investment Advisors
Montana
$16K +$15.9K +200 New
SSG
1043
Summit Securities Group
New York
$16K +$15.9K +200 New
CPIG
1044
Chicago Partners Investment Group
Illinois
$14K -$1.35K -17 -9%
CFS
1045
Commonwealth Financial Services
West Virginia
$13K – – –
TCM
1046
TD Capital Management
Tennessee
$13K – – –
IMS
1047
Index Management Solutions
Pennsylvania
$13K +$5.72K +72 +76%
FA
1048
Financial Advantage
Maryland
$12K – – –
CGH
1049
Cleary Gull Holdings
Wisconsin
$12K +$11.5K +145 New
KPCM
1050
Kings Point Capital Management
New York
$11K – – –
40 41
42
43 44