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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
601
Sequoia Financial Advisors
Ohio
$3.02M +$1.43M +15,528 +94%
VAS
602
Vestmark Advisory Solutions
Massachusetts
$3.02M +$1.51M +16,397 +105%
FIM
603
Fernwood Investment Management
Massachusetts
$3.01M +$24.2K +263 +0.8%
ZCM
604
Ziegler Capital Management
Illinois
$3M +$440K +4,779 +18%
KCG
605
Kinsale Capital Group
Virginia
$3M +$770K +8,354 +35%
MWAM
606
Manhattan West Asset Management
California
$2.99M +$2.93M +31,787 New
VFP
607
Verus Financial Partners
Virginia
$2.99M +$534K +5,793 +21%
MOS
608
MGO One Seven
Ohio
$2.98M +$17.8K +193 +0.6%
CT
609
Caldwell Trust
Florida
$2.97M -$79K -858 -3%
FCB
610
First County Bank
Connecticut
$2.96M -$195K -2,119 -6%
HCMG
611
Howard Capital Management Group
California
$2.95M – – –
KPWS
612
Kestra Private Wealth Services
Texas
$2.94M +$106K +1,149 +4%
GRP
613
Global Retirement Partners
California
$2.93M +$493K +5,355 +21%
HSA
614
HBK Sorce Advisory
Pennsylvania
$2.93M -$19.2K -208 -0.7%
BL
615
Balentine LLC
Georgia
$2.9M +$76.1K +826 +3%
BT
616
Brandywine Trust
Delaware
$2.9M – – –
SW
617
SkyOak Wealth
Michigan
$2.87M +$5.71K +62 +0.2%
AG
618
Ascent Group
Virginia
$2.87M -$15.4K -167 -0.5%
EH
619
Equitable Holdings
New York
$2.86M +$239K +2,597 +9%
CCM
620
Coldstream Capital Management
Washington
$2.85M +$361K +3,916 +15%
GI
621
GLOBALT Investments
Georgia
$2.83M +$2.77M +30,084 New
MCB
622
Morton Community Bank
Illinois
$2.83M +$2.77M +30,047 New
GAM
623
Griffin Asset Management
New York
$2.8M -$396K -4,293 -13%
DAS
624
Dynamic Advisor Solutions
Arizona
$2.79M +$296K +3,208 +12%
CTI
625
Community Trust & Investment
Kentucky
$2.78M -$17K -185 -0.6%
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