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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
876
Caprock Group
Idaho
$1.03M -$105K -1,300 -10%
SBH
877
Segall Bryant & Hamill
Illinois
$1.02M -$23.2K -288 -2%
FNBOO
878
First National Bank of Omaha
Nebraska
$1.02M -$18.6K -231 -2%
KIA
879
KCM Investment Advisors
California
$1.02M -$59.7K -741 -6%
NRS
880
Neville Rodie & Shaw
New York
$1.02M -$4.43K -55 -0.5%
MWM
881
Mission Wealth Management
California
$1.01M -$23.4K -290 -2%
MCM
882
Mork Capital Management
California
$1.01M – – –
SIM
883
Sonora Investment Management
Arizona
$1M -$38.6K -479 -4%
FI
884
Fosun International
China
$1M +$282K +3,500 +44%
IA
885
IFP Advisors
Florida
$1M -$1.93M -23,925 -68%
AWM
886
Altavista Wealth Management
North Carolina
$1M – – –
MHS
887
M Holdings Securities
Oregon
$997K +$78.4K +973 +9%
EM
888
Excalibur Management
Massachusetts
$989K -$17K -211 -2%
IWP
889
Icon Wealth Partners
Texas
$988K +$53.3K +662 +6%
CAG
890
Csenge Advisory Group
Florida
$983K +$584K +7,246 +187%
PWSG
891
Pacific Wealth Strategies Group
California
$978K – – –
BO
892
BRR OpCo
Ohio
$978K +$891K +11,067 New
NO
893
Ninety One
South Africa
$975K +$18.4K +229 +2%
FWM
894
Frontier Wealth Management
Missouri
$972K -$95.8K -1,190 -10%
TCM
895
Traynor Capital Management
Pennsylvania
$972K -$6.44K -80 -0.7%
CCT
896
Capital City Trust
Florida
$965K -$10.6K -131 -1%
ZIC
897
ZWJ Investment Counsel
Georgia
$965K -$1.53K -19 -0.2%
IIM
898
Ipswich Investment Management
Massachusetts
$962K – – –
ECA
899
Elevated Capital Advisors
Utah
$958K +$1.02M +12,695 New
FDCDDQ
900
Federation des caisses Desjardins du Quebec
Quebec, Canada
$957K -$37.9K -470 -4%
34 35
36
37 38