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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
JAM
1051
Jolley Asset Management
North Carolina
$59K – – –
AC
1052
Alexandria Capital
Virginia
$58K -$16.5K -199 -23%
DAM
1053
Delta Asset Management
Tennessee
$52K – – –
AF
1054
Allworth Financial
California
$50K -$2K -24 -4%
UOTTAIMCU
1055
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$50K +$47.8K +575 New
DOA
1056
D'Orazio & Associates
Virginia
$49K – – –
MWM
1057
Mascoma Wealth Management
New Hampshire
$48K +$46.1K +554 New
TIM
1058
Tortoise Investment Management
New York
$47K +$2.66K +32 +6%
BRC
1059
Bell Rock Capital
Delaware
$46K +$44.4K +534 New
AWMS
1060
Advocacy Wealth Management Services
Georgia
$44K -$16.6K -200 -28%
BIG
1061
Bellwether Investment Group
Tennessee
$44K +$42.1K +507 New
NCM
1062
New Capital Management
Texas
$42K +$40.5K +487 New
PWM
1063
Perigon Wealth Management
California
$41K +$18.8K +226 +75%
TCM
1064
Tradewinds Capital Management
Washington
$40K – – –
AIM
1065
Arcadia Investment Management
Michigan
$39K -$57K -686 -60%
PO
1066
Private Ocean
California
$39K +$3.33K +40 +10%
BCI
1067
Brinker Capital Investments
Pennsylvania
$39K +$37.7K +454 New
CWM
1068
Cranbrook Wealth Management
Michigan
$36K – – –
FPFS
1069
First Personal Financial Services
North Carolina
$36K +$831 +10 +2%
WIM
1070
Westside Investment Management
California
$35.5K +$34.8K +418 New
SAM
1071
Sunnymeath Asset Management
New Jersey
$35K – – –
FPB
1072
First PREMIER Bank
South Dakota
$32K -$6.24K -75 -17%
KKAMG
1073
Kernodle & Katon Asset Management Group
Arkansas
$32K – – –
MCM
1074
MV Capital Management
Maryland
$32K – – –
ANBT
1075
American National Bank & Trust
Texas
$31K – – –
41 42
43
44 45