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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
GFPC
1151
Global Financial Private Capital
Florida
$166K +$159K +1,775 New
PCM
1152
Penserra Capital Management
California
$154K -$10.7K -119 -7%
POIA
1153
Pin Oak Investment Advisors
Texas
$151K +$25.8K +288 +22%
ST
1154
Smithfield Trust
Pennsylvania
$149K – – –
GAM
1155
Gemmer Asset Management
California
$149K +$38.3K +427 +37%
APC
1156
Aspire Private Capital
North Carolina
$148K +$718 +8 +0.5%
RIA
1157
RPG Investment Advisory
California
$148K +$83.7K +933 +145%
FGAM
1158
Financial Gravity Asset Management
Texas
$147K -$897 -10 -0.6%
FPS
1159
Fieldpoint Private Securities
Connecticut
$146K -$115K -1,280 -45%
ADL
1160
Asset Dedication LLC
California
$146K +$90 +1 +0.1%
TL
1161
TrueWealth LLC
Georgia
$145K +$2.87K +32 +2%
LD
1162
Lipe & Dalton
New York
$143K +$137K +1,532 New
AIP
1163
Almanack Investment Partners
Pennsylvania
$143K -$113K -1,255 -45%
IRC
1164
Investors Research Corp
Georgia
$142K – – –
WG
1165
Welch Group
Alabama
$139K -$339K -3,774 -72%
FPFS
1166
First Personal Financial Services
North Carolina
$134K +$7.18K +80 +6%
CIA
1167
CSat Investment Advisory
Michigan
$131K +$119K +1,327 +1,638%
PMFA
1168
Plante Moran Financial Advisors
Michigan
$130K -$36.5K -407 -23%
M
1169
MOTCO
Texas
$127K -$15.2K -169 -11%
MS
1170
Mizuho Securities
Japan
$122K +$117K +1,300 New
DAM
1171
Diamant Asset Management
Connecticut
$122K +$117K +1,309 New
LWM
1172
Lenox Wealth Management
Ohio
$120K +$18.5K +206 +19%
SIAP
1173
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$119K – – –
CIAS
1174
Capital Investment Advisory Services
North Carolina
$119K +$32.3K +360 +45%
RFA
1175
Reilly Financial Advisors
California
$118K -$897 -10 -0.8%
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