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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
OWA
776
Octavia Wealth Advisors
Ohio
$3.45M -$452K -2,601 -11%
DAM
777
Doheny Asset Management
California
$3.45M -$451K -2,595 -11%
CAM
778
Councilmark Asset Management
Tennessee
$3.38M +$174 +1 +0%
CWS
779
Confluence Wealth Services
Pennsylvania
$3.37M +$455K +2,618 +15%
HFM
780
Hartford Funds Management
Pennsylvania
$3.36M +$361K +2,076 +11%
FFA
781
Founders Financial Alliance
North Carolina
$3.35M -$163K -939 -4%
RA
782
Rockingstone Advisors
Massachusetts
$3.34M -$4.34K -25 -0.1%
IB
783
Intrust Bank
Kansas
$3.32M +$300K +1,725 +9%
AAIM
784
American Assets Investment Management
California
$3.31M – – –
4WM
785
44 Wealth Management
Oregon
$3.29M +$137K +789 +4%
TAP
786
Tounjian Advisory Partners
Florida
$3.27M +$12.5K +72 +0.4%
HKAM
787
Horizon Kinetics Asset Management
New York
$3.26M -$20.3K -117 -0.6%
VNA
788
Valley National Advisers
Pennsylvania
$3.25M -$105K -607 -3%
HH
789
Hilltop Holdings
Texas
$3.25M -$5.9M -33,962 -63%
WF
790
Welch & Forbes
Massachusetts
$3.24M +$52K +299 +2%
BFA
791
Beaumont Financial Advisors
Massachusetts
$3.22M -$339K -1,950 -9%
PMA
792
Prudent Man Advisors
Illinois
$3.22M +$1.19M +6,821 +54%
MG
793
Mather Group
Illinois
$3.22M +$319K +1,835 +10%
STAS
794
Strong Tower Advisory Services
Minnesota
$3.21M +$86.9K +500 +3%
LJAC
795
L.J. Altfest & Co
New York
$3.19M +$220K +1,268 +7%
RBA
796
Richard Bernstein Advisors
New York
$3.19M – – –
FFO
797
Fiduciary Family Office
Florida
$3.17M +$541K +3,114 +19%
GSB
798
Greenfield Savings Bank
Massachusetts
$3.16M -$695 -4 -0%
NRC
799
New Republic Capital
North Carolina
$3.16M -$884K -5,088 -21%
MWM
800
Modera Wealth Management
New Jersey
$3.16M -$884K -5,086 -21%
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