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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
KPCM
1026
Kings Point Capital Management
New York
$37K +$26.2K +325 +239%
BIG
1027
Bellwether Investment Group
Tennessee
$35K -$5.16K -64 -13%
AIM
1028
Arcadia Investment Management
Michigan
$35K – – –
CAG
1029
Crestwood Advisors Group
Massachusetts
$34K +$34.1K +423 New
PO
1030
Private Ocean
California
$33K -$3.22K -40 -9%
CWM
1031
Cranbrook Wealth Management
Michigan
$33K – – –
FPB
1032
First PREMIER Bank
South Dakota
$33K +$4.03K +50 +14%
TRCT
1033
Tower Research Capital (TRC)
New York
$32K -$1.04M -12,967 -97%
FPFS
1034
First Personal Financial Services
North Carolina
$32K -$806 -10 -2%
GRP
1035
Global Retirement Partners
California
$32K +$3.71K +46 +13%
LWM
1036
Lenox Wealth Management
Ohio
$32K +$20.5K +254 +175%
GWS
1037
Glassman Wealth Services
Virginia
$30K +$8.06K +100 +36%
MCM
1038
MV Capital Management
Maryland
$29K – – –
CAL
1039
Capital Advisors Ltd
Ohio
$28K – – –
OSNBOA
1040
Old Second National Bank of Aurora
Illinois
$28K – – –
WA
1041
WealthTrust-Arizona
Arizona
$28K – – –
HCA
1042
Harbour Capital Advisors
Virginia
$27.6K +$28.1K +349 New
MWM
1043
MinichMacGregor Wealth Management
New York
$27K – – –
ANBT
1044
American National Bank & Trust
Texas
$25K -$2.82K -35 -10%
LF
1045
Lee Financial
Texas
$25K – – –
PWM
1046
Perigon Wealth Management
California
$24K -$18.2K -226 -43%
BCI
1047
Brinker Capital Investments
Pennsylvania
$24K -$12.2K -151 -33%
WAS
1048
WESPAC Advisors SoCal
California
$23.8K – – –
TCM
1049
Tradewinds Capital Management
Washington
$22K -$14.8K -184 -39%
JGIA
1050
Jackson Grant Investment Advisers
Connecticut
$22K +$161 +2 +0.7%
40 41
42
43 44