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Philip Morris

Name Holding Trade Value Shares
Change
Change in
Stake
BPM
726
Bowling Portfolio Management
Ohio
$1.74M +$1.85M +18,485 New
BFG
727
Beacon Financial Group
Texas
$1.73M +$20.1K +201 +1%
EFS
728
Essex Financial Services
Connecticut
$1.72M +$146K +1,455 +9%
S
729
SignatureFD
Georgia
$1.72M -$86.2K -862 -4%
SWIM
730
Smallwood Wealth Investment Management
New Jersey
$1.72M – – –
BMC
731
Beaton Management Company
Massachusetts
$1.71M – – –
DWA
732
Douglass Winthrop Advisors
New York
$1.71M -$22.9K -229 -1%
MCAI
733
Members Capital Advisors Inc
Wisconsin
$1.71M – – –
ISWM
734
Independent Solutions Wealth Management
New York
$1.7M +$258K +2,583 +17%
WSCM
735
Wellington Shields Capital Management
New York
$1.68M +$3.02M +30,186 +177%
CFGS
736
Concourse Financial Group Securities
Alabama
$1.68M -$97K -970 -5%
BAM
737
Belpointe Asset Management
Nevada
$1.68M +$95.2K +952 +6%
CWM
738
C2C Wealth Management
Arizona
$1.67M – – –
CCA
739
Checchi Capital Advisers
California
$1.67M +$58.9K +589 +3%
IC
740
IEQ Capital
California
$1.67M +$381K +3,813 +27%
SC
741
SouthState Corp
Florida
$1.66M +$63.2K +632 +4%
WI
742
Wedgewood Investors
Pennsylvania
$1.66M -$20K -200 -1%
OCM
743
One Capital Management
California
$1.66M -$45.8K -458 -3%
BMCM
744
Bryn Mawr Capital Management
Pennsylvania
$1.65M +$1.76M +17,590 New
RIM
745
Regent Investment Management
Kentucky
$1.64M -$100K -1,000 -5%
RIA
746
Realta Investment Advisors
Delaware
$1.64M +$6.4K +64 +0.4%
SMH
747
Sanders Morris Harris
Texas
$1.64M – – –
GAG
748
GM Advisory Group
New York
$1.63M -$31K -310 -2%
BFEC
749
Benjamin F. Edwards & Company
Missouri
$1.63M -$2.3K -23 -0.1%
AssetMark Inc
750
AssetMark Inc
California
$1.63M +$634K +6,334 +58%