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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
UOTTAIMCU
1051
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$50K +$47.8K +575 New
DOA
1052
D'Orazio & Associates
Virginia
$49K – – –
MWM
1053
Mascoma Wealth Management
New Hampshire
$48K +$46.1K +554 New
TIM
1054
Tortoise Investment Management
New York
$47K +$2.66K +32 +6%
BRC
1055
Bell Rock Capital
Delaware
$46K +$44.4K +534 New
AWMS
1056
Advocacy Wealth Management Services
Georgia
$44K -$16.6K -200 -28%
BIG
1057
Bellwether Investment Group
Tennessee
$44K +$42.1K +507 New
NCM
1058
New Capital Management
Texas
$42K +$40.5K +487 New
PWM
1059
Perigon Wealth Management
California
$41K +$18.8K +226 +75%
TCM
1060
Tradewinds Capital Management
Washington
$40K – – –
AIM
1061
Arcadia Investment Management
Michigan
$39K -$57K -686 -60%
PO
1062
Private Ocean
California
$39K +$3.33K +40 +10%
BCI
1063
Brinker Capital Investments
Pennsylvania
$39K +$37.7K +454 New
CWM
1064
Cranbrook Wealth Management
Michigan
$36K – – –
FPFS
1065
First Personal Financial Services
North Carolina
$36K +$831 +10 +2%
WIM
1066
Westside Investment Management
California
$35.5K +$34.8K +418 New
SAM
1067
Sunnymeath Asset Management
New Jersey
$35K – – –
FPB
1068
First PREMIER Bank
South Dakota
$32K -$6.24K -75 -17%
KKAMG
1069
Kernodle & Katon Asset Management Group
Arkansas
$32K – – –
MCM
1070
MV Capital Management
Maryland
$32K – – –
ANBT
1071
American National Bank & Trust
Texas
$31K – – –
CAL
1072
Capital Advisors Ltd
Ohio
$31K +$83 +1 +0.3%
GRP
1073
Global Retirement Partners
California
$31K +$30.2K +363 New
WA
1074
WealthTrust-Arizona
Arizona
$30K -$998 -12 -3%
OSNBOA
1075
Old Second National Bank of Aurora
Illinois
$30K – – –
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