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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
CPO
826
Cerity Partners OCIO
New York
$1.02M +$62.2K +756 +6%
EAM
827
Evanson Asset Management
California
$1.02M -$26.5K -322 -2%
SAM
828
SignalPoint Asset Management
Missouri
$1.01M -$9.38K -114 -0.9%
IMOV
829
Investment Management of Virginia
Virginia
$1.01M – – –
WAM
830
Winslow Asset Management
Ohio
$1M – – –
DCLA
831
Douglas C. Lane & Associates
New York
$1M -$123K -1,499 -11%
PPSG
832
Princeton Portfolio Strategies Group
New Jersey
$1M +$222K +2,695 +27%
ZIC
833
ZWJ Investment Counsel
Georgia
$1M -$8.23K -100 -0.8%
ZF
834
Zhang Financial
Michigan
$1M +$3.87K +47 +0.4%
AHS
835
Aspiriant Holdings S3
California
$999K +$5.35K +65 +0.5%
ECM
836
Element Capital Management
New York
$991K +$534K +6,486 +108%
FCCM
837
First City Capital Management
Georgia
$991K +$576 +7 +0.1%
JWM
838
Jackson Wealth Management
Florida
$985K -$174K -2,111 -15%
ATC
839
Argent Trust Co
Tennessee
$983K -$8.23K -100 -0.8%
VNA
840
Valley National Advisers
Pennsylvania
$978K -$4.94K -60 -0.5%
BO
841
BRR OpCo
Ohio
$964K -$8.64K -105 -0.9%
RMSCM
842
R.M. Sincerbeaux Capital Management
New York
$964K – – –
CCFCSB
843
Cape Cod Five Cents Savings Bank
Massachusetts
$963K +$1.65K +20 +0.2%
NJBEST
844
New Jersey Better Educational Savings Trust
New Jersey
$952K -$82.3K -1,000 -8%
CPR
845
CSU Producer Resources
Ohio
$952K – – –
LNC
846
Lincoln National Corp
Pennsylvania
$947K +$61.8K +751 +7%
LKIM
847
Lawson Kroeker Investment Management
Nebraska
$938K +$13.2K +160 +1%
CCP
848
Clarkston Capital Partners
Michigan
$936K – – –
TCOO
849
Trust Company of Oklahoma
Oklahoma
$935K – – –
KL
850
KWMG LLC
Kansas
$931K +$28.4K +345 +3%
32 33
34
35 36