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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1201
Cribstone Capital Management
Maine
$138K – – –
HI
1202
Hudock Inc
Pennsylvania
$137K -$15.1K -131 -10%
GLI
1203
Guardian Life Insurance
New York
$136K +$5.09K +44 +4%
TA
1204
Townsend & Associates
Colorado
$136K +$15.1K +131 +12%
FANJ
1205
Financial Architects (New Jersey)
New Jersey
$134K -$14.9K -129 -10%
SLF
1206
Sun Life Financial
Ontario, Canada
$132K -$204K -1,764 -60%
HR
1207
Howe & Rusling
New York
$129K +$40.2K +348 +44%
SMFS
1208
Squar Milner Financial Services
California
$127K -$115K -999 -47%
GAM
1209
Gemmer Asset Management
California
$127K -$4.51K -39 -3%
POIA
1210
Pin Oak Investment Advisors
Texas
$124K – – –
MA
1211
MCF Advisors
Kentucky
$120K – – –
LWM
1212
Lenox Wealth Management
Ohio
$120K +$27.1K +234 +28%
JCM
1213
Jacobi Capital Management
Pennsylvania
$118K +$231 +2 +0.2%
CAW
1214
Cornerstone Advisors (Washington)
Washington
$115K -$30.3K -262 -20%
RP
1215
Rowlandmiller & Partners
Georgia
$113K – – –
KA
1216
Kaizen Advisory
Illinois
$113K – – –
OFW
1217
Omnia Family Wealth
Florida
$113K – – –
BEAM
1218
Baker Ellis Asset Management
Washington
$111K – – –
FL
1219
Fort LP
Maryland
$111K +$114K +988 New
MSFP
1220
Mark Sheptoff Financial Planning
Connecticut
$110K – – –
RFA
1221
Reilly Financial Advisors
California
$108K – – –
CAL
1222
Capital Advisors Ltd
Ohio
$106K +$65.9K +570 +152%
ONST
1223
Old North State Trust
North Carolina
$106K +$108K +938 New
AWM
1224
Aevitas Wealth Management
Massachusetts
$104K -$1.16K -10 -1%
FIB
1225
First Interstate Bank
Montana
$104K – – –
47 48
49
50 51