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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
AAIM
801
American Assets Investment Management
California
$3.62M – – –
4WM
802
44 Wealth Management
Oregon
$3.6M -$3.29K -19 -0.1%
GIM
803
Goelzer Investment Management
Indiana
$3.58M +$2.89M +16,666 +532%
VNA
804
Valley National Advisers
Pennsylvania
$3.55M -$694 -4 -0%
HKAM
805
Horizon Kinetics Asset Management
New York
$3.55M -$19.1K -110 -0.6%
SDIC
806
South Dakota Investment Council
South Dakota
$3.55M -$942K -5,432 -22%
DAS
807
Dynamic Advisor Solutions
Arizona
$3.51M -$325K -1,873 -9%
RIL
808
Rothschild Investment LLC
Illinois
$3.49M +$150K +867 +5%
PWA
809
Primoris Wealth Advisors
Florida
$3.49M +$275K +1,585 +9%
RCSA
810
REYL & Cie S.A.
Switzerland
$3.47M +$3.63M +20,942 New
GSB
811
Greenfield Savings Bank
Massachusetts
$3.46M -$347 -2 -0%
TAMH
812
Taikang Asset Management (HK)
Hong Kong
$3.42M -$18.8M -108,311 -85%
KMWM
813
Keudell/Morrison Wealth Management
Oregon
$3.41M +$20.8K +120 +0.6%
MWM
814
Modera Wealth Management
New Jersey
$3.38M -$66.3K -382 -2%
AWA
815
Aaron Wealth Advisors
Illinois
$3.38M -$11.6K -67 -0.4%
FMC
816
First Merchants Corp
Indiana
$3.34M – – –
XSC
817
X-Square Capital
Puerto Rico
$3.33M +$46.5K +268 +1%
FFO
818
Fiduciary Family Office
Florida
$3.33M -$133K -768 -4%
FFBTD
819
First Financial Bank - Trust Division
Ohio
$3.33M +$745K +4,296 +30%
HH
820
Hilltop Holdings
Texas
$3.32M -$224K -1,289 -7%
KCPG
821
Kavar Capital Partners Group
Kansas
$3.32M +$12.3K +71 +0.4%
TCOT
822
Trust Company of Toledo
Ohio
$3.31M +$73.7K +425 +2%
I
823
InvesTrust
Oklahoma
$3.3M -$143K -823 -4%
CBA
824
Coastal Bridge Advisors
Connecticut
$3.3M +$322K +1,854 +11%
CST
825
Charles Schwab Trust
Nevada
$3.29M +$2.72M +15,704 +637%
31 32
33
34 35