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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
NQWM
1076
Northwest Quadrant Wealth Management
Oregon
$273K +$1.43K +15 +0.5%
MA
1077
MANA Advisors
New York
$273K +$273K +2,870 New
FPS
1078
Fieldpoint Private Securities
Connecticut
$270K +$71.3K +750 +36%
PGA
1079
Portland Global Advisors
Maine
$268K -$856 -9 -0.3%
CGL
1080
Clarius Group LLC
Washington
$268K +$268K +2,816 New
TCM
1081
Teza Capital Management
Illinois
$268K +$268K +2,821 New
CAM
1082
Cypress Asset Management
Texas
$267K -$85.7K -902 -24%
AIP
1083
Almanack Investment Partners
Pennsylvania
$265K -$36.6K -385 -12%
KFS
1084
Kurt F. Somerville
$265K +$263K +2,771 New
SICM
1085
Sustainable Insight Capital Management
New York
$265K +$264K +2,781 New
BMCM
1086
Bryn Mawr Capital Management
Pennsylvania
$264K -$10.3K -108 -4%
WIS
1087
Wright Investors Service
Connecticut
$264K +$264K +2,776 New
ET
1088
Equitable Trust
Tennessee
$263K +$263K +2,764 New
PP
1089
PDS Planning
Ohio
$261K -$8.65K -91 -3%
VC
1090
Vicus Capital
Pennsylvania
$257K -$61.4K -646 -19%
CPIG
1091
Chicago Partners Investment Group
Illinois
$257K -$3.52K -37 -1%
ACM
1092
Argent Capital Management
Missouri
$257K – – –
SFFS
1093
Stonehage Fleming Financial Services
Jersey
$257K – – –
PCA
1094
Personal Capital Advisors
California
$254K +$5.23K +55 +2%
ATPW
1095
Ashton Thomas Private Wealth
Arizona
$254K +$254K +2,668 New
EM
1096
Excalibur Management
Massachusetts
$253K – – –
PSG
1097
Planning Solutions Group
Maryland
$253K +$252K +2,656 New
WAG
1098
Winthrop Advisory Group
Massachusetts
$251K +$7.89K +83 +3%
WA
1099
WP Advisors
California
$250K -$28.5K -300 -10%
AFG
1100
Albion Financial Group
Utah
$249K – – –
42 43
44
45 46