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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
1076
SRH Advisors
Kansas
$20K – – –
FPB
1077
First PREMIER Bank
South Dakota
$20K +$21.1K +245 New
TWMP
1078
Taylor Wealth Management Partners
Massachusetts
$19K – – –
CGH
1079
Cleary Gull Holdings
Wisconsin
$19K +$7.16K +83 +57%
BAM
1080
Brave Asset Management
New Jersey
$18K – – –
SCA
1081
Stuart Chaussee & Associates
California
$18K +$19.1K +221 New
HF
1082
Hoxton Financial
West Virginia
$17K – – –
MBT
1083
Monroe Bank & Trust
Michigan
$17K – – –
WC
1084
Whitnell & Co
Illinois
$17K +$86 +1 +0.5%
LIM
1085
Lagoda Investment Management
New York
$16K -$4.32K -50 -20%
AWM
1086
Avior Wealth Management
Nebraska
$16K – – –
KA
1087
Klingman & Associates
New York
$16K – – –
WCM
1088
Wealthcare Capital Management
Virginia
$16K – – –
ACM
1089
Armbruster Capital Management
New York
$16K +$17.3K +200 New
ED
1090
Exane Derivatives
France
$15.1K – – –
CPIG
1091
Chicago Partners Investment Group
Illinois
$14K – – –
CFS
1092
Commonwealth Financial Services
West Virginia
$14K – – –
PCP
1093
Proficio Capital Partners
Massachusetts
$14K +$14.7K +170 New
TCM
1094
TD Capital Management
Tennessee
$13K – – –
BIM
1095
Barton Investment Management
Pennsylvania
$13K +$13.7K +159 New
LWA
1096
Lenox Wealth Advisors
New York
$12K -$17.3K -201 -57%
MWM
1097
MinichMacGregor Wealth Management
New York
$12K +$13.5K +156 New
KPCM
1098
Kings Point Capital Management
New York
$11K – – –
LWM
1099
Lenox Wealth Management
Ohio
$11K +$4.23K +49 +61%
FWM
1100
Focused Wealth Management
New York
$10K – – –
42 43
44
45 46