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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
PFPT
1076
Pinnacle Financial Partners (Tennessee)
Tennessee
$23K +$21.8K +268 New
MFBTD
1077
MB Financial Bank - Trust Department
Illinois
$22K -$12.2K -150 -38%
PFS
1078
Physicians Financial Services
North Carolina
$22K – – –
IP
1079
Isthmus Partners
Wisconsin
$21K -$975 -12 -5%
FPB
1080
First PREMIER Bank
South Dakota
$21K – – –
SA
1081
SRH Advisors
Kansas
$21K – – –
DBT
1082
Dubuque Bank & Trust
Iowa
$20K -$38.4K -473 -67%
TWMP
1083
Taylor Wealth Management Partners
Massachusetts
$20K – – –
BAM
1084
Brave Asset Management
New Jersey
$19K – – –
MBT
1085
Monroe Bank & Trust
Michigan
$18K – – –
WC
1086
Whitnell & Co
Illinois
$18K +$163 +2 +1%
ACM
1087
Armbruster Capital Management
New York
$17K – – –
KA
1088
Klingman & Associates
New York
$17K – – –
LIM
1089
Lagoda Investment Management
New York
$17K – – –
WCM
1090
Wealthcare Capital Management
Virginia
$17K – – –
SGAM
1091
Smith Group Asset Management
Texas
$16K +$14.6K +180 New
BCM
1092
Bluefin Capital Management
New York
$15K -$398K -4,900 -97%
BL
1093
Balentine LLC
Georgia
$15K -$20.5K -252 -59%
CPIG
1094
Chicago Partners Investment Group
Illinois
$15K – – –
EWM
1095
Edge Wealth Management
New York
$14K -$9.67K -119 -42%
SCA
1096
Stuart Chaussee & Associates
California
$14K -$4.31K -53 -24%
CFS
1097
Commonwealth Financial Services
West Virginia
$14K – – –
TCM
1098
TD Capital Management
Tennessee
$14K – – –
LWA
1099
Lenox Wealth Advisors
New York
$13K – – –
KPCM
1100
Kings Point Capital Management
New York
$12K – – –
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