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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
RIG
1051
Roosevelt Investment Group
New York
$277K +$5.18K +56 +2%
BA
1052
Ballew Advisors
Mississippi
$276K – – –
AIM
1053
Allen Investment Management
New York
$274K – – –
GIA
1054
GHP Investment Advisors
Colorado
$273K -$19.4K -210 -6%
GJIC
1055
Gamble Jones Investment Counsel
California
$273K +$278 +3 +0.1%
EM
1056
Excalibur Management
Massachusetts
$272K -$21.6K -233 -7%
AIP
1057
Ahrens Investment Partners
Louisiana
$272K -$18.5K -200 -6%
RSWM
1058
Robertson Stephens Wealth Management
California
$272K +$19.4K +210 +7%
ISWM
1059
Independent Solutions Wealth Management
New York
$271K +$306K +3,309 New
WA
1060
WBH Advisory
Maryland
$270K -$9.16K -99 -3%
CFGS
1061
Concourse Financial Group Securities
Alabama
$270K +$34.1K +369 +13%
DCM
1062
Dupont Capital Management
Delaware
$269K +$114K +1,234 +60%
CT
1063
Chicago Trust
Illinois
$267K -$9.07K -98 -3%
PCMC
1064
Paragon Capital Management (Colorado)
Colorado
$267K +$301K +3,251 New
BEC
1065
Blue Edge Capital
Virginia
$267K +$370 +4 +0.1%
PWMAG
1066
Pinnacle Wealth Management Advisory Group
New Jersey
$265K +$68.3K +738 +30%
OTPPB
1067
Ontario Teachers' Pension Plan Board
Ontario, Canada
$264K -$314K -3,399 -51%
ACA
1068
Aptus Capital Advisors
Alabama
$263K +$44.6K +482 +18%
MCA
1069
MSH Capital Advisors
Arizona
$262K – – –
SIM
1070
Sentry Investment Management
Wisconsin
$262K -$44.5K -481 -13%
FMLI
1071
Fukoku Mutual Life Insurance
Japan
$262K – – –
ARC
1072
Advisor Resource Council
Texas
$262K +$296K +3,201 New
WAP
1073
Wealthcare Advisory Partners
Pennsylvania
$261K +$45.8K +495 +18%
BJL
1074
Brighton Jones LLC
Washington
$259K +$62.1K +671 +27%
AF
1075
Advisornet Financial
Minnesota
$258K +$32.4K +350 +13%
41 42
43
44 45