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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
851
Weik Capital Management
Pennsylvania
$869K -$32.9K -400 -3%
IFAM
852
Institutional & Family Asset Management
Colorado
$862K -$82 -1 -0%
FQ
853
First Quadrant
California
$849K -$91.8K -1,115 -9%
MFG
854
MidWestOne Financial Group
Iowa
$849K – – –
IWP
855
Icon Wealth Partners
Texas
$848K +$2.8K +34 +0.3%
SLF
856
Sun Life Financial
Ontario, Canada
$846K +$2.14K +26 +0.2%
WAM
857
Wealthspire Advisors (Maryland)
Maryland
$845K -$242K -2,943 -20%
AHB
858
Abner Herrman & Brock
New Jersey
$844K +$46.2K +561 +5%
PA
859
Parallel Advisors
California
$842K -$460K -5,588 -33%
OIA
860
OneDigital Investment Advisors
Kansas
$841K +$46.2K +561 +5%
AIS
861
American Investment Services
Massachusetts
$840K +$947K +11,513 New
GIM
862
Guardian Investment Management
California
$839K +$946K +11,500 New
CCA
863
Cobblestone Capital Advisors
New York
$838K -$35K -425 -4%
CWM
864
Circle Wealth Management
New Jersey
$837K +$643K +7,815 +214%
CS
865
Cannell & Spears
New York
$835K -$42.5K -516 -4%
CAN
866
Claraphi Advisory Network
United States
$835K -$4.94K -60 -0.5%
EWM
867
Endurance Wealth Management
Rhode Island
$835K – – –
TSWM
868
Triangle Securities Wealth Management
North Carolina
$834K -$53.3K -648 -5%
LIM
869
Leavell Investment Management
Alabama
$832K -$163K -1,975 -15%
SFA
870
Sequoia Financial Advisors
Ohio
$831K +$492K +5,976 +110%
FWM
871
Frontier Wealth Management
Missouri
$830K +$117K +1,420 +14%
EWA
872
EP Wealth Advisors
California
$829K +$37.4K +455 +4%
IC
873
Inscription Capital
Texas
$828K -$21.5K -261 -2%
CP
874
Covenant Partners
Tennessee
$828K +$366K +4,448 +64%
MIA
875
MainStreet Investment Advisors
Illinois
$827K +$731K +8,883 +362%
33 34
35
36 37