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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1051
Probity Advisors
Texas
$250K -$8.5K -87 -3%
OCG
1052
Opus Capital Group
Ohio
$249K – – –
FMTC
1053
Farmers & Merchants Trust Company
California
$249K +$283K +2,897 New
BMCM
1054
Bryn Mawr Capital Management
Pennsylvania
$248K +$5.57K +57 +2%
AFP
1055
Ausdal Financial Partners
Iowa
$244K -$55.4K -567 -17%
PP
1056
PDS Planning
Ohio
$244K -$4.88K -50 -2%
PGA
1057
Portland Global Advisors
Maine
$243K – – –
WDA
1058
Wendell David Associates
New Hampshire
$242K – – –
BRWM
1059
B. Riley Wealth Management
Tennessee
$242K +$21.9K +224 +9%
AW
1060
ACG Wealth
Georgia
$242K +$25.3K +259 +10%
CCM
1061
Canal Capital Management
Virginia
$240K +$48.8K +499 +22%
CS
1062
Comerica Securities
Michigan
$237K -$3.03K -31 -1%
NB
1063
Northwest Bancshares
Pennsylvania
$237K – – –
C
1064
Cerebellum
California
$237K +$106K +1,089 +66%
BWM
1065
BerganKDV Wealth Management
Minnesota
$236K -$13.5K -138 -5%
ACM
1066
Argent Capital Management
Missouri
$233K – – –
SFFS
1067
Stonehage Fleming Financial Services
Jersey
$232K – – –
FA
1068
FMA Advisory
Pennsylvania
$230K +$86.6K +886 +50%
EM
1069
Excalibur Management
Massachusetts
$229K -$8.3K -85 -3%
CG
1070
Colony Group
Massachusetts
$228K -$1.3M -13,276 -83%
AFG
1071
Albion Financial Group
Utah
$226K – – –
ACI
1072
Alpha Cubed Investments
California
$225K -$85.2K -872 -25%
CNB
1073
Camden National Bank
Maine
$225K -$4.88K -50 -2%
DSC
1074
Duncker Streett & Co
Missouri
$225K – – –
PCA
1075
Personal Capital Advisors
California
$225K +$25.8K +264 +11%
41 42
43
44 45