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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1051
Avior Wealth Management
Nebraska
$16K -$42.8K -524 -73%
MFBTD
1052
MB Financial Bank - Trust Department
Illinois
$16K -$4.08K -50 -20%
ACM
1053
Armbruster Capital Management
New York
$16K – – –
KA
1054
Klingman & Associates
New York
$16K – – –
LIM
1055
Lagoda Investment Management
New York
$16K – – –
WCM
1056
Wealthcare Capital Management
Virginia
$16K – – –
BL
1057
Balentine LLC
Georgia
$14K – – –
CPIG
1058
Chicago Partners Investment Group
Illinois
$14K – – –
SGAM
1059
Smith Group Asset Management
Texas
$14K – – –
CFS
1060
Commonwealth Financial Services
West Virginia
$13K – – –
SCA
1061
Stuart Chaussee & Associates
California
$13K – – –
EWM
1062
Edge Wealth Management
New York
$13K +$82 +1 +0.6%
LWA
1063
Lenox Wealth Advisors
New York
$12K – – –
TCM
1064
TD Capital Management
Tennessee
$12K – – –
PFO
1065
Pathstone Family Office
New Jersey
$12K +$12.3K +151 New
DBT
1066
Dubuque Bank & Trust
Iowa
$11K -$7.76K -95 -41%
KPCM
1067
Kings Point Capital Management
New York
$11K – – –
APSP
1068
Asset Planning Services (Pennsylvania)
Pennsylvania
$10K +$10.2K +125 New
ECM
1069
Exchange Capital Management
Michigan
$10K +$10.2K +125 New
RWM
1070
Raffa Wealth Management
District of Columbia
$8.96K – – –
BWA
1071
Burt Wealth Advisors
Maryland
$8K -$16.3K -200 -66%
JWA
1072
JFS Wealth Advisors
Pennsylvania
$8K -$2.04K -25 -20%
AWM
1073
AllSquare Wealth Management
New York
$8K – – –
PCTC
1074
Perkins Coie Trust Company
Washington
$8K – – –
WI
1075
Wintrust Investments
Illinois
$8K +$214K +2,626 New
41 42
43
44 45