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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
M
1201
MOTCO
Texas
$146K – – –
IRC
1202
Investors Research Corp
Georgia
$145K +$145K +1,522 New
TL
1203
TrueWealth LLC
Georgia
$144K – – –
PCIA
1204
Prime Capital Investment Advisors
Kansas
$133K +$6.75K +71 +5%
CFGS
1205
Concourse Financial Group Securities
Alabama
$129K -$244K -2,565 -65%
FPFS
1206
First Personal Financial Services
North Carolina
$129K – – –
POIA
1207
Pin Oak Investment Advisors
Texas
$126K – – –
SIAP
1208
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$121K -$7.79K -82 -6%
RFA
1209
Reilly Financial Advisors
California
$121K +$5.8K +61 +5%
CA
1210
Crewe Advisors
Utah
$119K +$72.3K +761 +155%
CCM
1211
Cribstone Capital Management
Maine
$117K – – –
GLI
1212
Guardian Life Insurance
New York
$115K – – –
SMFS
1213
Squar Milner Financial Services
California
$114K – – –
BAM
1214
Bruderman Asset Management
New York
$113K -$9.7K -102 -8%
HI
1215
Hudock Inc
Pennsylvania
$111K -$4.75K -50 -4%
GAM
1216
Gemmer Asset Management
California
$111K +$13K +137 +13%
LC
1217
Lindbrook Capital
California
$106K – – –
VCM
1218
Versant Capital Management
Arizona
$105K -$4.09K -43 -4%
FPB
1219
First PREMIER Bank
South Dakota
$104K +$62.9K +662 +150%
LWM
1220
Lenox Wealth Management
Ohio
$103K -$285 -3 -0.3%
HIIFS
1221
Harel Insurance Investments & Financial Services
Israel
$100K -$285K -3,000 -74%
JCM
1222
Jacobi Capital Management
Pennsylvania
$96K +$665 +7 +0.7%
FCB
1223
First Command Bank
Texas
$94K – – –
FCFS
1224
First Command Financial Services
Texas
$94K – – –
MSFP
1225
Mark Sheptoff Financial Planning
Connecticut
$93K – – –
47 48
49
50 51