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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
JIR
801
James Investment Research
Ohio
$1.02M -$1.27M -15,423 -52%
CFGS
802
Concourse Financial Group Securities
Alabama
$1.02M +$243K +2,951 +27%
SC
803
SouthState Corp
Florida
$1.01M -$15.4K -187 -1%
SDWIA
804
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.01M +$9.05K +110 +0.8%
RIL
805
Rothschild Investment LLC
Illinois
$1.01M -$95.5K -1,160 -8%
PP
806
Palladium Partners
Virginia
$1M -$1.15K -14 -0.1%
SWP
807
Strategic Wealth Partners
Ohio
$997K – – –
NSIM
808
North Star Investment Management
Illinois
$992K -$175K -2,121 -13%
DT
809
Diversified Trust
Tennessee
$991K +$26.5K +322 +2%
CC
810
Cedar Capital
Illinois
$989K -$66.8K -812 -6%
RCAG
811
Rehmann Capital Advisory Group
Michigan
$988K +$1.11M +13,535 New
PA
812
Planning Alternatives
Michigan
$987K – – –
LNC
813
Lincoln National Corp
Pennsylvania
$978K +$214K +2,606 +24%
IA
814
IFG Advisory
Georgia
$976K -$56K -680 -5%
BP
815
BBR Partners
New York
$976K – – –
ACM
816
Adalta Capital Management
New York
$969K -$101K -1,225 -9%
BCP
817
Berkeley Capital Partners
Georgia
$966K -$339K -4,115 -24%
MC
818
Miles Capital
Iowa
$963K +$97.5K +1,185 +10%
BJL
819
Brighton Jones LLC
Washington
$956K -$47.1K -572 -4%
KFBMI
820
Kentucky Farm Bureau Mutual Insurance
Kentucky
$948K – – –
BCM
821
Brookstone Capital Management
Illinois
$947K -$672K -8,171 -39%
TI
822
Truehand Inc
New Hampshire
$947K – – –
PI
823
Putnam Investments
Massachusetts
$944K -$277K -3,367 -21%
CWM
824
Cornerstone Wealth Management
Missouri
$939K +$57.4K +697 +6%
VAS
825
Valicenti Advisory Services
New York
$930K -$26.3K -320 -2%
31 32
33
34 35