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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
2701
Osterweis Capital Management
California
$59K -$4.52K -26 -7%
PIS
2702
POM Investment Strategies
North Carolina
$58.2K +$2.43K +14 +4%
GTAM
2703
Global Trust Asset Management
Florida
$58.2K +$34.8K +200 +132%
DWA
2704
Delos Wealth Advisors
Texas
$58K -$2.08K -12 -3%
SA
2705
Scarborough Advisors
Maryland
$57.2K +$60.1K +346 New
PMFA
2706
Plante Moran Financial Advisors
Michigan
$56.2K -$617K -3,553 -91%
BC
2707
Barrett & Company
Rhode Island
$56.1K – – –
WAS
2708
Winch Advisory Services
Wisconsin
$55.5K +$521 +3 +0.9%
FA
2709
Fountainhead AM
New Jersey
$55.2K +$6.78K +39 +13%
PS
2710
Pinney & Scofield
Massachusetts
$54.6K – – –
PP
2711
PFS Partners
New Jersey
$54.1K – – –
BCWM
2712
Ball & Co Wealth Management
Tennessee
$53K +$521 +3 +0.9%
BC
2713
Bulwark Capital
Florida
$52.4K – – –
BWAM
2714
Boyd Watterson Asset Management
Ohio
$51.6K – – –
MO
2715
McMillan Office
Michigan
$51.3K – – –
SPF
2716
South Plains Financial
Texas
$51.1K +$4.69K +27 +10%
C
2717
Covestor
United Kingdom
$51K -$25.5K -147 -32%
CCC
2718
Chelsea Counsel Company
California
$50K – – –
MWPCG
2719
Measured Wealth Private Client Group
New Hampshire
$49.1K +$18.8K +108 +57%
T
2720
Tidemark
California
$47.1K +$49.5K +285 New
EA
2721
Evergreen Advisors
Tennessee
$46.3K +$48.7K +280 New
JGCM
2722
Joseph Group Capital Management
Ohio
$45.6K +$27.8K +160 +138%
PP
2723
Pacifica Partners
Canada
$44.5K – – –
FP
2724
Financial Perspectives
Minnesota
$43.4K +$174 +1 +0.4%
SIC
2725
SJS Investment Consulting
Ohio
$43.2K +$6.78K +39 +18%
107 108
109
110 111