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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
601
Stratos Wealth Partners
Ohio
$2.4M +$112K +1,122 +5%
BL
602
Balentine LLC
Georgia
$2.37M +$970K +9,699 +63%
TGAM
603
TBH Global Asset Management
Tennessee
$2.36M -$296K -2,960 -11%
OWA
604
Octavia Wealth Advisors
Ohio
$2.36M -$239K -2,391 -9%
MC
605
Mount Capital
United Kingdom
$2.35M – – –
VFA
606
Voya Financial Advisors
Connecticut
$2.33M +$559K +5,592 +29%
IRF
607
IBM Retirement Fund
New York
$2.33M -$111K -1,105 -4%
SWA
608
Stratos Wealth Advisors
Ohio
$2.32M -$108K -1,083 -4%
CL
609
Choreo LLC
Illinois
$2.31M -$80.7K -807 -3%
MGP
610
Metis Global Partners
California
$2.31M +$1.1M +10,998 +81%
CCM
611
Chickasaw Capital Management
Tennessee
$2.29M -$61.5K -615 -2%
SA
612
Shilanski & Associates
Alaska
$2.29M -$10.2K -102 -0.4%
EIG
613
Ellenbecker Investment Group
Wisconsin
$2.27M +$8.2K +82 +0.3%
SS
614
Simplicity Solutions
Minnesota
$2.26M -$1.14M -11,375 -32%
SCM
615
Stevens Capital Management
Pennsylvania
$2.26M +$2.4M +24,034 New
MIAN
616
Mariner Independent Advisor Network
Kansas
$2.26M +$393K +3,925 +20%
PTC
617
Private Trust Company
Ohio
$2.25M -$280K -2,798 -10%
KPCM
618
Kings Point Capital Management
New York
$2.24M -$99.9K -999 -4%
HH
619
Hilltop Holdings
Texas
$2.23M -$56.6K -566 -2%
UAS
620
United Asset Strategies
New York
$2.21M -$27.2K -272 -1%
DT
621
Diversified Trust
Tennessee
$2.21M +$685K +6,851 +41%
KMWM
622
Keudell/Morrison Wealth Management
Oregon
$2.21M -$17.2K -172 -0.7%
SAM
623
Synergy Asset Management
Washington
$2.21M +$8.3K +83 +0.4%
1IA
624
1834 Investment Advisors
Wisconsin
$2.2M -$24.7K -247 -1%
SIA
625
Schechter Investment Advisors
Michigan
$2.19M -$126K -1,257 -5%
23 24
25
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