We are live on ! Find out more
PM icon

Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
851
Realta Investment Advisors
Delaware
$849K +$112K +1,536 +15%
MHS
852
M Holdings Securities
Oregon
$848K -$143K -1,967 -14%
DSC
853
Duncker Streett & Co
Missouri
$845K -$165K -2,258 -16%
OIA
854
OneDigital Investment Advisors
Kansas
$843K -$21.9K -301 -3%
SCM
855
Shelton Capital Management
Colorado
$843K -$20.9K -286 -2%
CPR
856
CSU Producer Resources
Ohio
$841K – – –
WS
857
Wedbush Securities
California
$839K -$55K -754 -6%
CC
858
Cedar Capital
Illinois
$836K -$118K -1,616 -12%
WPW
859
Waldron Private Wealth
Pennsylvania
$833K -$59.9K -821 -7%
WTB
860
Washington Trust Bank
Washington
$832K -$43.7K -600 -5%
CCA
861
Cobblestone Capital Advisors
New York
$831K +$27.3K +375 +3%
MMPW
862
Mitchell McLeod Pugh & Williams
Alabama
$827K +$565K +7,750 +191%
IBOK
863
Independence Bank of Kentucky
Kentucky
$826K +$41.6K +570 +5%
CCM
864
Coldstream Capital Management
Washington
$823K -$17.6K -242 -2%
SLF
865
Sun Life Financial
Ontario, Canada
$823K +$11.4K +157 +1%
IFAM
866
Institutional & Family Asset Management
Colorado
$819K -$8.97K -123 -1%
CP
867
Covenant Partners
Tennessee
$819K +$24.9K +342 +3%
ZF
868
Zhang Financial
Michigan
$818K -$26.9K -369 -3%
EH
869
Equitable Holdings
New York
$818K +$56.4K +773 +7%
FHA
870
Flagship Harbor Advisors
Massachusetts
$816K +$521K +7,139 +158%
RIM
871
Rampart Investment Management
Connecticut
$808K -$76K -1,043 -8%
EHC
872
Everett Harris & Co
California
$807K -$55.5K -761 -6%
GIM
873
Guardian Investment Management
California
$806K – – –
APP
874
Avantax Planning Partners
Iowa
$802K +$193K +2,646 +30%
EWM
875
Endurance Wealth Management
Rhode Island
$801K – – –
33 34
35
36 37