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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1176
Baystate Wealth Management
Massachusetts
$40K -$11.9K -122 -25%
CWM
1177
Catamount Wealth Management
Connecticut
$40K – – –
PWM
1178
Perigon Wealth Management
California
$40K – – –
KA
1179
Kaizen Advisory
Illinois
$39K – – –
OSNBOA
1180
Old Second National Bank of Aurora
Illinois
$39K – – –
SFM
1181
Signet Financial Management
New Jersey
$38K +$38.5K +396 New
PCM
1182
Penserra Capital Management
California
$38K +$38.8K +399 New
MOS
1183
MGO One Seven
Ohio
$37K – – –
CA
1184
Crewe Advisors
Utah
$36K – – –
MSA
1185
Marino Stram & Associates
Massachusetts
$35K -$3.31K -34 -8%
CAL
1186
Capital Advisors Ltd
Ohio
$35K – – –
MCM
1187
MV Capital Management
Maryland
$35K – – –
BCP
1188
Blackhawk Capital Partners
Wisconsin
$33K – – –
PRS
1189
Pinkerton Retirement Specialists
Idaho
$33K – – –
FPB
1190
First PREMIER Bank
South Dakota
$32K – – –
ANBT
1191
American National Bank & Trust
Texas
$31K – – –
PCP
1192
Proficio Capital Partners
Massachusetts
$31K +$5.16K +53 +20%
BBA
1193
Braun-Bostich & Associates
Pennsylvania
$29K – – –
BCI
1194
Brinker Capital Investments
Pennsylvania
$29K – – –
MWM
1195
Mascoma Wealth Management
New Hampshire
$29K – – –
WF
1196
WealthTrust Fairport
Ohio
$29K +$29.2K +300 New
WAS
1197
WESPAC Advisors SoCal
California
$28K – – –
MCWS
1198
McKinley Carter Wealth Services
West Virginia
$28K +$28K +288 New
GWS
1199
Glassman Wealth Services
Virginia
$27K -$4.87K -50 -15%
TCM
1200
Tradewinds Capital Management
Washington
$27K – – –
46 47
48
49 50