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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1051
WealthSource Partners
California
$330K +$2.04K +21 +0.6%
CGA
1052
Crescent Grove Advisors
Illinois
$329K -$185K -1,901 -35%
LWM
1053
Laidlaw Wealth Management
New York
$329K +$81.3K +836 +32%
AWA
1054
Arete Wealth Advisors
Illinois
$329K -$26.4K -272 -7%
RA
1055
Ruggaard & Associates
Ohio
$329K +$6.9K +71 +2%
APG
1056
Abacus Planning Group
South Carolina
$327K – – –
MIM
1057
MTM Investment Management
South Carolina
$327K – – –
DTC
1058
Davidson Trust Company
Washington
$327K – – –
PCMC
1059
Paragon Capital Management (Colorado)
Colorado
$326K +$23.2K +239 +8%
CT
1060
Chicago Trust
Illinois
$326K -$27.6K -284 -8%
CLOS
1061
Compagnie Lombard Odier SCmA
Switzerland
$326K – – –
VCP
1062
Verus Capital Partners
Arizona
$325K +$118K +1,209 +55%
EIP
1063
Energy Income Partners
Connecticut
$324K +$46.2K +475 +16%
UM
1064
UniSuper Management
Australia
$324K +$331K +3,400 New
CBT
1065
CoreFirst Bank & Trust
Kansas
$324K -$4.28K -44 -1%
KIC
1066
Keating Investment Counselors
Florida
$322K – – –
CC
1067
Cadinha & Co
Hawaii
$320K – – –
PAG
1068
Powers Advisory Group
Illinois
$319K -$47.9K -493 -13%
EM
1069
Excalibur Management
Massachusetts
$318K – – –
IVP
1070
Intrinsic Value Partners
Arizona
$318K -$2.43K -25 -0.7%
AIM
1071
Allen Investment Management
New York
$316K -$2.33K -24 -0.7%
CAL
1072
Capital Analysts LLC
Pennsylvania
$314K +$680 +7 +0.2%
TWM
1073
Tanager Wealth Management
United Kingdom
$313K +$583 +6 +0.2%
TVAMP
1074
Tennessee Valley Asset Management Partners
Tennessee
$312K +$5.15K +53 +2%
BEC
1075
Blue Edge Capital
Virginia
$312K +$389 +4 +0.1%
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