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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CLOS
1176
Compagnie Lombard Odier SCmA
Switzerland
$132K -$10.1K -90 -7%
GAM
1177
Gemmer Asset Management
California
$131K – – –
GLI
1178
Guardian Life Insurance
New York
$130K +$21.7K +193 +20%
GBBWRPM
1179
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$127K -$11.2K -100 -8%
POIA
1180
Pin Oak Investment Advisors
Texas
$124K – – –
FNB
1181
Farmers National Bank
Kentucky
$123K – – –
MA
1182
MCF Advisors
Kentucky
$120K – – –
TA
1183
Townsend & Associates
Colorado
$120K +$787 +7 +0.7%
JCM
1184
Jacobi Capital Management
Pennsylvania
$117K +$112 +1 +0.1%
CWA
1185
Clarus Wealth Advisors
Arizona
$115K +$135K +1,201 New
FPS
1186
Fieldpoint Private Securities
Connecticut
$113K – – –
KA
1187
Kaizen Advisory
Illinois
$113K +$66.7K +593 +144%
OFW
1188
Omnia Family Wealth
Florida
$113K +$109K +973 +3,041%
RP
1189
Rowlandmiller & Partners
Georgia
$113K -$11.9K -106 -10%
BEAM
1190
Baker Ellis Asset Management
Washington
$111K +$111K +985 New
BAM
1191
Bruderman Asset Management
New York
$110K -$13.3K -118 -11%
MSFP
1192
Mark Sheptoff Financial Planning
Connecticut
$110K – – –
RFA
1193
Reilly Financial Advisors
California
$107K +$5.62K +50 +6%
TCM
1194
Tuttle Capital Management
Connecticut
$107K +$108K +958 New
AIM
1195
Acropolis Investment Management
Missouri
$106K +$106K +947 New
AWM
1196
Aevitas Wealth Management
Massachusetts
$105K – – –
FIB
1197
First Interstate Bank
Montana
$104K – – –
LWCFA
1198
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$104K – – –
SA
1199
SRH Advisors
Kansas
$102K – – –
JFA
1200
JNBA Financial Advisors
Minnesota
$96K – – –
46 47
48
49 50