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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
2701
Scarborough Advisors
Maryland
$57.2K +$60.1K +346 New
PMFA
2702
Plante Moran Financial Advisors
Michigan
$56.2K -$617K -3,553 -91%
BC
2703
Barrett & Company
Rhode Island
$56.1K – – –
WAS
2704
Winch Advisory Services
Wisconsin
$55.5K +$521 +3 +0.9%
FA
2705
Fountainhead AM
New Jersey
$55.2K +$6.78K +39 +13%
PS
2706
Pinney & Scofield
Massachusetts
$54.6K – – –
PP
2707
PFS Partners
New Jersey
$54.1K – – –
BCWM
2708
Ball & Co Wealth Management
Tennessee
$53K +$521 +3 +0.9%
BC
2709
Bulwark Capital
Florida
$52.4K – – –
BWAM
2710
Boyd Watterson Asset Management
Ohio
$51.6K – – –
MO
2711
McMillan Office
Michigan
$51.3K – – –
SPF
2712
South Plains Financial
Texas
$51.1K +$4.69K +27 +10%
C
2713
Covestor
United Kingdom
$51K -$25.5K -147 -32%
CCC
2714
Chelsea Counsel Company
California
$50K – – –
MWPCG
2715
Measured Wealth Private Client Group
New Hampshire
$49.1K +$18.8K +108 +57%
T
2716
Tidemark
California
$47.1K +$49.5K +285 New
EA
2717
Evergreen Advisors
Tennessee
$46.3K +$48.7K +280 New
JGCM
2718
Joseph Group Capital Management
Ohio
$45.6K +$27.8K +160 +138%
PP
2719
Pacifica Partners
Canada
$44.5K – – –
FP
2720
Financial Perspectives
Minnesota
$43.4K +$174 +1 +0.4%
SIC
2721
SJS Investment Consulting
Ohio
$43.2K +$6.78K +39 +18%
SSG
2722
Summit Securities Group
New York
$42.3K -$1.85M -10,655 -98%
BCM
2723
Blume Capital Management
California
$41.3K – – –
MGI
2724
Miller Global Investments
Texas
$41.3K – – –
SR
2725
Swiss Re
Switzerland
$41K – – –
107 108
109
110 111