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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
GBT
1101
Grove Bank & Trust
Florida
$18K +$17.4K +209 New
MBT
1102
Monroe Bank & Trust
Michigan
$18K +$17.7K +213 New
HCM
1103
Highlander Capital Management
New Jersey
$17K -$23.7K -285 -60%
ACM
1104
Armbruster Capital Management
New York
$17K – – –
LIM
1105
Lagoda Investment Management
New York
$17K – – –
MFBTD
1106
MB Financial Bank - Trust Department
Illinois
$17K – – –
SGAM
1107
Smith Group Asset Management
Texas
$17K – – –
WCM
1108
Wealthcare Capital Management
Virginia
$17K – – –
AWM
1109
Avior Wealth Management
Nebraska
$17K +$83 +1 +0.5%
HIIFS
1110
Harel Insurance Investments & Financial Services
Israel
$17K +$16.6K +200 New
PFGIA
1111
Patriot Financial Group Insurance Agency
Massachusetts
$17K +$16.7K +201 New
LYV
1112
Live Your Vision
Pennsylvania
$16K +$83 +1 +0.6%
GEA
1113
Glen Eagle Advisors
New Jersey
$15.6K +$15K +181 New
BL
1114
Balentine LLC
Georgia
$15K – – –
EWM
1115
Edge Wealth Management
New York
$15K +$83 +1 +0.6%
BWM
1116
Baystate Wealth Management
Massachusetts
$15K +$14.1K +169 New
TCM
1117
TD Capital Management
Tennessee
$14K – – –
OCM
1118
Oakview Capital Management
Texas
$14K +$13.9K +167 New
LWA
1119
Lenox Wealth Advisors
New York
$13K -$3.74K -45 -23%
LWM
1120
Lenox Wealth Management
Ohio
$13K +$5.49K +66 +84%
KLI
1121
Kelman-Lazarov Inc
Tennessee
$12.6K -$24.9K -300 -67%
GI
1122
Gradient Investments
Minnesota
$12K -$18.9K -227 -62%
KPCM
1123
Kings Point Capital Management
New York
$12K – – –
PCA
1124
Peddock Capital Advisors
Massachusetts
$12K – – –
AIL
1125
AGF Investments LLC
Ontario, Canada
$12K +$11.5K +138 New
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