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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
TTWM
601
TCV Trust & Wealth Management
Virginia
$3M -$88.8K -963 -3%
RCM
602
Raleigh Capital Management
North Carolina
$2.99M -$294K -3,193 -9%
FIM
603
Fernwood Investment Management
Massachusetts
$2.98M +$50.3K +545 +2%
UB
604
UMB Bank
Missouri
$2.97M -$9.95M -107,908 -77%
CPBTD
605
Central Pacific Bank - Trust Division
Hawaii
$2.97M +$3M +32,486 New
BWP
606
Baldwin Wealth Partners
Massachusetts
$2.96M -$225K -2,441 -7%
WWA
607
WCG Wealth Advisors
Nevada
$2.95M -$946K -10,262 -24%
NB
608
NBT Bank
New York
$2.95M -$25.4K -275 -0.8%
IAG
609
Investmark Advisory Group
Connecticut
$2.94M -$48.5K -526 -2%
MCB
610
Morton Community Bank
Illinois
$2.92M +$172K +1,860 +6%
WCM
611
Windward Capital Management
California
$2.92M -$32.5K -352 -1%
WSFS
612
Wilmington Savings Fund Society
Delaware
$2.9M +$2.92M +31,633 New
HCMG
613
Howard Capital Management Group
California
$2.87M – – –
HSA
614
HBK Sorce Advisory
Pennsylvania
$2.87M +$14.7K +159 +0.5%
PL
615
Parthenon LLC
Kentucky
$2.85M -$178K -1,928 -6%
EWM
616
Evercore Wealth Management
New York
$2.85M -$134K -1,457 -4%
BT
617
Brandywine Trust
Delaware
$2.82M – – –
FCB
618
First County Bank
Connecticut
$2.81M -$69.8K -757 -2%
GI
619
GLOBALT Investments
Georgia
$2.81M +$54.3K +589 +2%
LSA
620
Leonteq Securities AG
Switzerland
$2.81M +$238K +2,580 +9%
CT
621
Caldwell Trust
Florida
$2.8M -$99.4K -1,078 -3%
SW
622
SkyOak Wealth
Michigan
$2.79M -$6.46K -70 -0.2%
JFL
623
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.79M -$565K -6,125 -17%
SIA
624
Schechter Investment Advisors
Michigan
$2.76M +$133K +1,438 +5%
WC
625
Waterloo Capital
Texas
$2.76M +$982K +10,648 +55%
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