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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1076
Catamount Wealth Management
Connecticut
$38K -$84.7K -1,000 -70%
PO
1077
Private Ocean
California
$38K – – –
FPFS
1078
First Personal Financial Services
North Carolina
$37K – – –
FPB
1079
First PREMIER Bank
South Dakota
$34K -$22K -260 -41%
BWM
1080
Baystate Wealth Management
Massachusetts
$34K +$16.9K +200 +126%
CAL
1081
Capital Advisors Ltd
Ohio
$33K – – –
MCM
1082
MV Capital Management
Maryland
$33K – – –
KF
1083
Krilogy Financial
Missouri
$32K -$38.5K -455 -57%
LGWM
1084
Litman Gregory Wealth Management
California
$31K +$29K +342 New
ANBT
1085
American National Bank & Trust
Texas
$29K – – –
LF
1086
Lee Financial
Texas
$29K – – –
CG
1087
Cutler Group
California
$28K -$387K -4,574 -94%
PWM
1088
Perigon Wealth Management
California
$28K – – –
WAS
1089
WESPAC Advisors SoCal
California
$27K – – –
TCM
1090
Tradewinds Capital Management
Washington
$26K – – –
JGIA
1091
Jackson Grant Investment Advisers
Connecticut
$26K +$254 +3 +1%
GWS
1092
Glassman Wealth Services
Virginia
$25K +$254 +3 +1%
WPA
1093
West Paces Advisors
Georgia
$24.6K – – –
M
1094
MOTCO
Texas
$24K -$88.9K -1,050 -80%
PCP
1095
Proficio Capital Partners
Massachusetts
$24K -$508 -6 -2%
CT
1096
Clearstead Trust
Maine
$23K -$58K -685 -73%
IIC
1097
Integrated Investment Consultants
Michigan
$23K – – –
IP
1098
Isthmus Partners
Wisconsin
$23K – – –
SHJ
1099
Sharkey, Howes & Javer
Colorado
$23K – – –
VCM
1100
Vigilant Capital Management
Maine
$23K – – –
42 43
44
45 46