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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1101
Avior Wealth Management
Nebraska
$211K +$58.6K +600 +32%
GCAC
1102
Guardian Capital Advisors (Canada)
Ontario, Canada
$210K – – –
BCM
1103
BTR Capital Management
California
$208K -$39.1K -400 -14%
MFG
1104
Monte Financial Group
Connecticut
$207K -$67.4K -690 -22%
AA
1105
Apriem Advisors
California
$207K +$3.03K +31 +1%
PC
1106
Port Capital
Illinois
$207K +$5.28K +54 +2%
CWM
1107
Cabot Wealth Management
Massachusetts
$205K – – –
LIA
1108
LBMC Investment Advisors
Tennessee
$204K -$23.3K -238 -9%
EB
1109
Eastern Bank
Massachusetts
$204K – – –
GC
1110
Gilbert & Cook
Iowa
$204K +$10.1K +103 +5%
PFA
1111
Paradigm Financial Advisors
Missouri
$202K -$12.8K -131 -5%
ARMT
1112
Amica Retiree Medical Trust
Rhode Island
$202K – – –
FCCM
1113
First City Capital Management
Georgia
$201K – – –
LIM
1114
Loudon Investment Management
New Hampshire
$200K – – –
QT
1115
Quantamental Technologies
New York
$198K +$225K +2,303 New
DSI
1116
Daiwa SB Investments
Japan
$196K +$24.4K +250 +12%
FMP
1117
Financial Management Professionals
Texas
$195K -$17.4K -178 -7%
MWA
1118
Meridian Wealth Advisors
Texas
$194K +$220K +2,256 New
SBL
1119
Sargent Bickham Lagudis
Colorado
$189K – – –
BCA
1120
Bray Capital Advisors
Florida
$189K +$1.27K +13 +0.6%
PCM
1121
Penserra Capital Management
California
$186K -$978K -10,007 -82%
IUHSA
1122
Itau Unibanco Holding S.A.
Brazil
$186K -$141K -1,446 -40%
IWA
1123
Intercontinental Wealth Advisors
Texas
$184K -$13K -133 -6%
FPS
1124
Fieldpoint Private Securities
Connecticut
$180K +$34.7K +355 +20%
QCG
1125
Quadrant Capital Group
Ohio
$177K +$17.6K +180 +9%
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