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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1126
AllSquare Wealth Management
New York
$9K – – –
BWA
1127
Burt Wealth Advisors
Maryland
$9K – – –
CTB
1128
Country Trust Bank
Illinois
$9K – – –
JWA
1129
JFS Wealth Advisors
Pennsylvania
$9K – – –
PCTC
1130
Perkins Coie Trust Company
Washington
$9K – – –
IPC
1131
Independent Portfolio Consultants
Florida
$9K +$8.31K +100 New
WCBA
1132
Weaver C. Barksdale & Associates
Tennessee
$8K – – –
OFW
1133
Omnia Family Wealth
Florida
$8K +$7.65K +92 New
CPA
1134
Clear Perspective Advisors
Illinois
$7K +$6.4K +77 New
NC
1135
NewSquare Capital
Pennsylvania
$6K -$2K -24 -26%
CP
1136
Corbenic Partners
Pennsylvania
$6K – – –
AIM
1137
Advantage Investment Management
Iowa
$6K +$4.16K +50 +238%
IF
1138
Ironwood Financial
Arizona
$5K – – –
LS
1139
Livforsakringsbolaget Skandia
Sweden
$3.5K -$2.02M -24,253 -37%
HCM
1140
Horrell Capital Management
Arkansas
$3K – – –
TWMP
1141
Taylor Wealth Management Partners
Massachusetts
$3K – – –
NSB
1142
Norway Savings Bank
Maine
$3K +$2.49K +30 New
IWA
1143
IBEX Wealth Advisors
New Jersey
$3K +$2.83K +34 New
PVH
1144
Psagot Value Holdings
Israel
$3K +$2.99K +36 New
CIA
1145
Cascade Investment Advisors
Oregon
$2.59K +$2.49K +30 New
TDC
1146
Thompson Davis & Co
Virginia
$2K -$29K -349 -93%
WAS
1147
Winch Advisory Services
Wisconsin
$2K – – –
AWMF
1148
Arbor Wealth Management (Florida)
Florida
$1.51K +$189K +2,277 +14%
NCM
1149
Nelson Capital Management
California
$1K – – –
PCP
1150
Proficio Capital Partners
Massachusetts
$1K – – –
44 45
46
47 48