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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
601
TownSquare Capital
Utah
$5.54M -$249K -1,431 -4%
SAI
602
Savvy Advisors Inc
New York
$5.49M +$1.17M +6,714 +25%
GAM
603
Generali Asset Management
Italy
$5.47M -$2.82M -16,257 -33%
CPC
604
Consolidated Planning Corp
Georgia
$5.43M +$2.71M +15,611 +91%
BCWM
605
Bartlett & Co Wealth Management
Ohio
$5.4M -$51.3K -295 -0.9%
CSUI
606
Cincinnati Specialty Underwriters Insurance
Ohio
$5.39M +$5.67M +32,620 New
WCM
607
Windward Capital Management
California
$5.38M +$717K +4,129 +15%
SF
608
Summit Financial
New Jersey
$5.37M +$229K +1,317 +4%
FB
609
Fulton Bank
Pennsylvania
$5.36M +$645K +3,714 +13%
ZBNA
610
Zions Bancorporation, National Association
Utah
$5.33M -$1.92M -11,052 -26%
S
611
SignatureFD
Georgia
$5.33M +$512K +2,945 +10%
FAMI
612
Fideuram Asset Management (Ireland)
$5.28M +$630K +3,628 +14%
AC
613
Addison Capital
Pennsylvania
$5.25M +$1.35M +7,793 +32%
VF
614
Vest Financial
Virginia
$5.24M +$574K +3,301 +12%
CP
615
Cumberland Partners
Ontario, Canada
$5.22M -$1.57M -9,050 -22%
CW
616
CreativeOne Wealth
Kansas
$5.22M -$2.15M -12,387 -28%
CFG
617
Citizens Financial Group
Rhode Island
$5.21M -$693K -3,987 -11%
MCB
618
Morton Community Bank
Illinois
$5.21M +$66.9K +385 +1%
VFA
619
Valeo Financial Advisors
Indiana
$5.2M -$1.89M -10,852 -26%
GIC
620
Generali Investments CEE
Czech Republic
$5.2M -$188K -1,083 -3%
FBT
621
First Bank & Trust
South Dakota
$5.18M +$158K +909 +3%
OIA
622
OneDigital Investment Advisors
Kansas
$5.18M +$980K +5,641 +22%
OWM
623
Orca Wealth Management
Florida
$5.17M +$342K +1,970 +7%
MPWT
624
MassMutual Private Wealth & Trust
Connecticut
$5.16M +$56.6K +326 +1%
WPC
625
Wedmont Private Capital
Pennsylvania
$5.15M +$34.4K +198 +0.6%
23 24
25
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