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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
LWCFA
1151
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$305K +$178K +1,588 +139%
WIS
1152
Wright Investors Service
Connecticut
$303K -$3.03K -27 -1%
PC
1153
Port Capital
Illinois
$303K +$27.9K +248 +10%
WPW
1154
Waldron Private Wealth
Pennsylvania
$302K +$17.2K +153 +6%
BFC
1155
Blue Fin Capital
Rhode Island
$301K -$8.43K -75 -3%
TWA
1156
TCI Wealth Advisors
Arizona
$300K -$68.4K -609 -18%
SFFS
1157
Stonehage Fleming Financial Services
Jersey
$300K – – –
WA
1158
WealthTrust Axiom
Pennsylvania
$300K +$337 +3 +0.1%
RICHC
1159
Renaissance Investment Consultants Holding Company
Pennsylvania
$299K +$305K +2,712 New
NFG
1160
Nations Financial Group
Iowa
$297K -$2.13K -19 -0.7%
EM
1161
Excalibur Management
Massachusetts
$296K -$2.81K -25 -0.9%
CG
1162
CFO4Life Group
Texas
$294K -$27.2K -242 -8%
IWM
1163
IHT Wealth Management
Illinois
$293K -$28.8K -256 -9%
CPIG
1164
Chicago Partners Investment Group
Illinois
$293K -$3.82K -34 -1%
AFG
1165
Albion Financial Group
Utah
$292K – – –
DAC
1166
Dividend Assets Capital
South Carolina
$292K +$1.91K +17 +0.7%
DSC
1167
Duncker Streett & Co
Missouri
$291K – – –
PCG
1168
Private Capital Group
Connecticut
$288K -$279K -2,487 -49%
UF
1169
Univest Financial
Pennsylvania
$288K -$41.1K -366 -10%
TSW
1170
Thompson Siegel & Walmsley
Virginia
$288K – – –
WAG
1171
Winthrop Advisory Group
Massachusetts
$287K +$1.91K +17 +0.7%
PA
1172
Probity Advisors
Texas
$286K -$19.1K -170 -6%
WP
1173
WealthSource Partners
California
$286K – – –
RP
1174
Rowlandmiller & Partners
Georgia
$284K -$6.18K -55 -2%
NFP
1175
Narus Financial Partners
Utah
$284K -$7.3K -65 -2%
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