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Phillips 66
PSX

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1526
Alta Advisers
United Kingdom
$186K – – –
AA
1527
Addison Advisors
Vermont
$182K +$79.6K +666 +95%
JEST
1528
JTC Employer Solutions Trustee
Jersey
$180K – – –
WIA
1529
Wetzel Investment Advisors
Indiana
$175K +$158K +1,318 New
TLA
1530
Tanglewood Legacy Advisors
Texas
$175K – – –
SA
1531
Scarborough Advisors
Maryland
$174K +$157K +1,310 New
CWC
1532
Carolinas Wealth Consulting
North Carolina
$172K -$1.2K -10 -0.8%
JFA
1533
JNBA Financial Advisors
Minnesota
$172K -$717 -6 -0.5%
SNB
1534
Security National Bank
Nebraska
$170K +$153K +1,278 New
AF
1535
Advisornet Financial
Minnesota
$170K +$32K +268 +27%
FMP
1536
Financial Management Professionals
Texas
$169K – – –
PBK
1537
Peoples Bank (Kansas)
Kansas
$169K -$1.43K -12 -0.9%
SN
1538
Sittner & Nelson
Oregon
$166K – – –
JPWM
1539
Jamison Private Wealth Management
Georgia
$166K +$120 +1 +0.1%
CAL
1540
Capital Advisors Ltd
Ohio
$165K – – –
GC
1541
Garde Capital
Washington
$165K +$148K +1,238 New
TFA
1542
Transamerica Financial Advisors
Florida
$161K -$25.7K -215 -15%
CB
1543
Centennial Bank
Arkansas
$159K – – –
C
1544
Covestor
United Kingdom
$158K -$5.02K -42 -3%
GBT
1545
Grove Bank & Trust
Florida
$157K -$4.3K -36 -3%
CAC
1546
Core Alternative Capital
Georgia
$149K +$95.7K +801 +253%
BWM
1547
Baystate Wealth Management
Massachusetts
$148K +$65.3K +546 +97%
ME
1548
McIlrath & Eck
Washington
$146K +$6.93K +58 +6%
RIM
1549
Rakuten Investment Management
Japan
$145K +$130K +1,091 New
ACA
1550
American Capital Advisory
Idaho
$140K +$126K +1,053 New
60 61
62
63 64