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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
MTC
1126
McDaniel Terry & Co
Texas
$422K +$379K +3,168 New
PPP
1127
Private Portfolio Partners
New Jersey
$420K -$49.6K -415 -12%
LC
1128
LCNB Corp
Ohio
$420K +$36K +301 +11%
CIM
1129
Cambria Investment Management
California
$420K +$377K +3,154 New
SWM
1130
Stockman Wealth Management
Montana
$419K -$51.6K -432 -12%
SP
1131
Successful Portfolios
Florida
$419K +$23.7K +198 +7%
BMC
1132
Beaton Management Company
Massachusetts
$419K – – –
CC
1133
Callan Capital
California
$419K +$15.8K +132 +4%
WCM
1134
Weik Capital Management
Pennsylvania
$419K -$5.38K -45 -1%
WHG
1135
Westwood Holdings Group
Texas
$418K -$13.7K -115 -4%
ZB
1136
Zions Bancorporation
Utah
$417K +$33.7K +282 +10%
TAM
1137
Townsend Asset Management
North Carolina
$416K +$1.08K +9 +0.3%
ARC
1138
Advisor Resource Council
Texas
$416K +$374K +3,125 New
GLA
1139
Good Life Advisors
Pennsylvania
$415K -$6.81K -57 -2%
CCFCSB
1140
Cape Cod Five Cents Savings Bank
Massachusetts
$413K -$347K -2,902 -48%
EFG
1141
Everhart Financial Group
Ohio
$413K +$36.7K +307 +11%
SFS
1142
Sharp Financial Services
Pennsylvania
$412K +$370K +3,093 New
AA
1143
Apriem Advisors
California
$408K – – –
WA
1144
WBH Advisory
Maryland
$408K +$7.53K +63 +2%
CCM
1145
Chilton Capital Management
Texas
$406K – – –
FGAM
1146
Financial Gravity Asset Management
Texas
$406K +$47.8K +400 +9%
CIA
1147
Capital Investment Advisors
Georgia
$405K -$9.68K -81 -3%
PCM
1148
Poehling Capital Management
Wisconsin
$404K -$3.71K -31 -1%
PP
1149
PDS Planning
Ohio
$404K +$359 +3 +0.1%
WT
1150
Whittier Trust
California
$403K -$68.1K -570 -16%
44 45
46
47 48