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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1076
Brave Asset Management
New Jersey
$18K – – –
SCA
1077
Stuart Chaussee & Associates
California
$18K +$19.1K +221 New
HF
1078
Hoxton Financial
West Virginia
$17K – – –
MBT
1079
Monroe Bank & Trust
Michigan
$17K – – –
WC
1080
Whitnell & Co
Illinois
$17K +$86 +1 +0.5%
LIM
1081
Lagoda Investment Management
New York
$16K -$4.32K -50 -20%
AWM
1082
Avior Wealth Management
Nebraska
$16K – – –
KA
1083
Klingman & Associates
New York
$16K – – –
WCM
1084
Wealthcare Capital Management
Virginia
$16K – – –
ACM
1085
Armbruster Capital Management
New York
$16K +$17.3K +200 New
ED
1086
Exane Derivatives
France
$15.1K – – –
CPIG
1087
Chicago Partners Investment Group
Illinois
$14K – – –
CFS
1088
Commonwealth Financial Services
West Virginia
$14K – – –
PCP
1089
Proficio Capital Partners
Massachusetts
$14K +$14.7K +170 New
TCM
1090
TD Capital Management
Tennessee
$13K – – –
BIM
1091
Barton Investment Management
Pennsylvania
$13K +$13.7K +159 New
LWA
1092
Lenox Wealth Advisors
New York
$12K -$17.3K -201 -57%
MWM
1093
MinichMacGregor Wealth Management
New York
$12K +$13.5K +156 New
KPCM
1094
Kings Point Capital Management
New York
$11K – – –
LWM
1095
Lenox Wealth Management
Ohio
$11K +$4.23K +49 +61%
FWM
1096
Focused Wealth Management
New York
$10K – – –
RWM
1097
Raffa Wealth Management
District of Columbia
$9.24K – – –
TSU
1098
TD Securities (USA)
New York
$9K -$14.4K -167 -61%
UOTTAIMCU
1099
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$9K +$9.84K +114 New
AWM
1100
AllSquare Wealth Management
New York
$8K – – –
42 43
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