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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
701
Brookstone Capital Management
Illinois
$1.8M +$341K +4,135 +24%
BMC
702
Beaton Management Company
Massachusetts
$1.79M – – –
CCP
703
Corient Capital Partners
California
$1.79M +$445K +5,396 +35%
RC
704
RBF Capital
California
$1.79M +$1.24M +15,000 +250%
RG
705
Rikoon Group
New Mexico
$1.76M – – –
MCG
706
MACRO Consulting Group
New Jersey
$1.76M +$86.1K +1,045 +5%
IWM
707
IHT Wealth Management
Illinois
$1.75M -$55.2K -670 -3%
WSTAM
708
Wilbanks Smith & Thomas Asset Management
Virginia
$1.73M -$76.3K -926 -4%
BFS
709
Bradley Foster & Sargent
Connecticut
$1.73M -$2.23K -27 -0.1%
NCM
710
Narwhal Capital Management
Georgia
$1.73M +$139K +1,692 +9%
GP
711
Girard Partners
Pennsylvania
$1.72M -$350K -4,247 -20%
BAM
712
Burgundy Asset Management
Ontario, Canada
$1.71M – – –
AAIM
713
American Assets Investment Management
California
$1.7M – – –
ZCA
714
Zeke Capital Advisors
Pennsylvania
$1.7M -$335K -4,065 -17%
BHBT
715
Burke & Herbert Bank & Trust
Virginia
$1.7M -$247 -3 -0%
WI
716
Wedgewood Investors
Pennsylvania
$1.7M – – –
TAM
717
Tocqueville Asset Management
New York
$1.68M -$1.16M -14,115 -42%
CG
718
Cutler Group
California
$1.67M +$350K +4,249 +28%
MCM
719
Maryland Capital Management
Maryland
$1.66M -$413K -5,010 -20%
CFA
720
CWS Financial Advisors
Michigan
$1.66M +$1.6M +19,459 New
NHC
721
Nicholas Hoffman & Company
Georgia
$1.65M -$81.8K -993 -5%
SFP
722
Shepherd Financial Partners
Massachusetts
$1.65M +$824 +10 +0.1%
APA
723
American Portfolios Advisors
New York
$1.64M +$86.5K +1,050 +6%
MCM
724
MAI Capital Management
Ohio
$1.64M -$47K -570 -3%
JCM
725
Jacobi Capital Management
Pennsylvania
$1.64M +$496K +6,017 +46%
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