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Philip Morris
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Name Holding Trade Value Shares
Change 		Change in
Stake
LNC
601
Lincoln National Corp
Pennsylvania
$2.91M +$87.3K +914 +3%
LNWWM
602
Laird Norton Wetherby Wealth Management
California
$2.9M +$71.6K +749 +3%
MWM
603
Modera Wealth Management
New Jersey
$2.88M +$2.21M +23,121 +360%
PHS
604
Pekin Hardy Strauss
Illinois
$2.85M +$28.9K +302 +1%
HKIM
605
Hayek Kallen Investment Management
Alabama
$2.84M +$62.4K +653 +2%
MOS
606
MGO One Seven
Ohio
$2.82M -$280K -2,935 -9%
GT
607
Greenleaf Trust
Michigan
$2.82M -$130K -1,361 -5%
KPWS
608
Kestra Private Wealth Services
Texas
$2.79M +$271K +2,839 +11%
HAIM
609
Hunter Associates Investment Management
Pennsylvania
$2.78M -$121K -1,270 -4%
CW
610
Connectus Wealth
Ohio
$2.77M -$5.35M -56,036 -66%
CW
611
CreativeOne Wealth
Kansas
$2.76M +$292K +3,051 +12%
BOSSRA
612
B.O.S.S. Retirement Advisors
Utah
$2.74M -$235K -2,463 -8%
LA
613
Legacy Advisors
Pennsylvania
$2.73M -$22.9K -240 -0.9%
CG
614
Caprock Group
Idaho
$2.72M -$188K -1,964 -7%
BCM
615
Brookstone Capital Management
Illinois
$2.72M +$18.3K +192 +0.7%
UCFA
616
United Capital Financial Advisors
Texas
$2.7M -$1.5M -15,733 -36%
LFAS
617
Level Four Advisory Services
Texas
$2.69M -$23.1K -242 -0.9%
WF
618
Welch & Forbes
Massachusetts
$2.69M -$73K -764 -3%
PTC
619
Private Trust Company
Ohio
$2.69M +$274K +2,867 +12%
EIG
620
Ellenbecker Investment Group
Wisconsin
$2.65M +$3.92K +41 +0.2%
DA
621
Doliver Advisors
Texas
$2.65M +$40.1K +420 +2%
AF
622
Ally Financial
Michigan
$2.64M +$2.58M +27,000 New
VFP
623
Verus Financial Partners
Virginia
$2.63M -$473K -4,948 -15%
WA
624
Wealth Alliance
New York
$2.62M +$148K +1,553 +6%
ZCM
625
Ziegler Capital Management
Illinois
$2.62M -$710K -7,433 -22%
23 24
25
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