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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
1101
Lagoda Investment Management
New York
$17K – – –
MFBTD
1102
MB Financial Bank - Trust Department
Illinois
$17K – – –
SGAM
1103
Smith Group Asset Management
Texas
$17K – – –
WCM
1104
Wealthcare Capital Management
Virginia
$17K – – –
AWM
1105
Avior Wealth Management
Nebraska
$17K +$83 +1 +0.5%
HIIFS
1106
Harel Insurance Investments & Financial Services
Israel
$17K +$16.6K +200 New
PFGIA
1107
Patriot Financial Group Insurance Agency
Massachusetts
$17K +$16.7K +201 New
LYV
1108
Live Your Vision
Pennsylvania
$16K +$83 +1 +0.6%
GEA
1109
Glen Eagle Advisors
New Jersey
$15.6K +$15K +181 New
BL
1110
Balentine LLC
Georgia
$15K – – –
EWM
1111
Edge Wealth Management
New York
$15K +$83 +1 +0.6%
BWM
1112
Baystate Wealth Management
Massachusetts
$15K +$14.1K +169 New
TCM
1113
TD Capital Management
Tennessee
$14K – – –
OCM
1114
Oakview Capital Management
Texas
$14K +$13.9K +167 New
LWA
1115
Lenox Wealth Advisors
New York
$13K -$3.74K -45 -23%
LWM
1116
Lenox Wealth Management
Ohio
$13K +$5.49K +66 +84%
KLI
1117
Kelman-Lazarov Inc
Tennessee
$12.6K -$24.9K -300 -67%
GI
1118
Gradient Investments
Minnesota
$12K -$18.9K -227 -62%
KPCM
1119
Kings Point Capital Management
New York
$12K – – –
PCA
1120
Peddock Capital Advisors
Massachusetts
$12K – – –
AIL
1121
AGF Investments LLC
Ontario, Canada
$12K +$11.5K +138 New
APSP
1122
Asset Planning Services (Pennsylvania)
Pennsylvania
$11K – – –
ECM
1123
Exchange Capital Management
Michigan
$11K – – –
FWM
1124
Focused Wealth Management
New York
$11K +$83 +1 +0.8%
RWM
1125
Raffa Wealth Management
District of Columbia
$9.76K – – –
43 44
45
46 47