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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
NIM
701
NEOS Investment Management
Connecticut
$2.07M +$581K +6,310 +40%
FFA
702
Founders Financial Alliance
North Carolina
$2.06M -$68.3K -741 -3%
FT
703
Fiduciary Trust
Massachusetts
$2.06M +$311K +3,377 +18%
BMSSC
704
B. Metzler seel. Sohn & Co
Germany
$2.05M +$272K +2,952 +16%
CIAS
705
Capital Investment Advisory Services
North Carolina
$2.05M +$1.06M +11,534 +112%
ACMA
706
Arbor Capital Management (Alaska)
Alaska
$2.05M -$53K -575 -3%
VWM
707
Venturi Wealth Management
Texas
$2.04M +$1.57K +17 +0.1%
EWM
708
Empirical Wealth Management
Washington
$2.03M +$102K +1,106 +5%
SLI
709
Sumitomo Life Insurance
Japan
$2.03M -$104K -1,134 -5%
MBTD
710
Mechanics Bank - Trust Department
California
$2.03M -$885K -9,610 -31%
CB
711
CNB Bank
Pennsylvania
$2.02M -$60.9K -661 -3%
KMWM
712
Keudell/Morrison Wealth Management
Oregon
$2.01M -$160K -1,735 -8%
WTB
713
Washington Trust Bank
Washington
$2.01M +$737 +8 +0%
AIS
714
American Investment Services
Massachusetts
$2.01M +$845K +9,168 +75%
LA
715
Legacy Advisors
Pennsylvania
$2M -$594K -6,448 -23%
IAS
716
Insigneo Advisory Services
Florida
$2M +$560K +6,080 +41%
SIC
717
Salem Investment Counselors
North Carolina
$2M -$10.7K -116 -0.5%
TSWM
718
Tyler-Stone Wealth Management
Ohio
$1.98M – – –
TYCC
719
Texas Yale Capital Corp
Florida
$1.98M -$113K -1,225 -6%
HFM
720
Hartford Financial Management
Connecticut
$1.98M -$9.21K -100 -0.5%
BG
721
Bahl & Gaynor
Ohio
$1.97M -$11.1K -120 -0.6%
KWM
722
Koa Wealth Management
California
$1.96M +$1.92M +20,860 New
SWM
723
Spire Wealth Management
Virginia
$1.95M +$26.9K +292 +1%
CAG
724
Crestwood Advisors Group
Massachusetts
$1.95M +$44.8K +486 +2%
EFS
725
Essex Financial Services
Connecticut
$1.93M +$26K +282 +1%
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