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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
VFA
1026
Virtus Fund Advisers
Connecticut
$18K – – –
MBT
1027
Monroe Bank & Trust
Michigan
$17K -$15.9K -200 -48%
AWM
1028
Avior Wealth Management
Nebraska
$17K – – –
PO
1029
Private Ocean
California
$17K – – –
HF
1030
Hoxton Financial
West Virginia
$17K +$7.95K +100 +93%
WCM
1031
Wealthcare Capital Management
Virginia
$16K -$47.9K -603 -75%
KA
1032
Klingman & Associates
New York
$16K -$4.45K -56 -22%
WC
1033
Whitnell & Co
Illinois
$16K -$2.31K -29 -13%
LFR
1034
Lehman Financial Resources
Pennsylvania
$16K – – –
DIA
1035
Davidson Investment Advisors
Montana
$16K +$15.9K +200 New
SSG
1036
Summit Securities Group
New York
$16K +$15.9K +200 New
CPIG
1037
Chicago Partners Investment Group
Illinois
$14K -$1.35K -17 -9%
CFS
1038
Commonwealth Financial Services
West Virginia
$13K – – –
TCM
1039
TD Capital Management
Tennessee
$13K – – –
IMS
1040
Index Management Solutions
Pennsylvania
$13K +$5.72K +72 +76%
FA
1041
Financial Advantage
Maryland
$12K – – –
CGH
1042
Cleary Gull Holdings
Wisconsin
$12K +$11.5K +145 New
KPCM
1043
Kings Point Capital Management
New York
$11K – – –
FWM
1044
Focused Wealth Management
New York
$10K – – –
RWM
1045
Raffa Wealth Management
District of Columbia
$9.1K – – –
AWM
1046
AllSquare Wealth Management
New York
$8K – – –
BWA
1047
Burt Wealth Advisors
Maryland
$8K – – –
HTC
1048
Hershey Trust Company
Pennsylvania
$8K – – –
PCTC
1049
Perkins Coie Trust Company
Washington
$8K – – –
WCBA
1050
Weaver C. Barksdale & Associates
Tennessee
$8K – – –
40 41
42
43 44