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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
CRIG
901
Charter Research & Investment Group
Connecticut
$957K -$37K -460 -4%
TCOO
902
Trust Company of Oklahoma
Oklahoma
$956K -$8.86K -110 -1%
MMG
903
Monetary Management Group
Missouri
$955K – – –
QCG
904
Quadrant Capital Group
Ohio
$951K +$177K +2,199 +25%
WANY
905
Wealthspire Advisors (New York)
New York
$947K +$27.1K +337 +3%
NGA
906
Naples Global Advisors
Florida
$946K -$13K -161 -1%
GD
907
Grandfield & Dodd
New York
$946K +$11.5K +143 +1%
BPCE
908
Bank Pictet & Cie (Europe)
Germany
$944K -$196K -2,428 -19%
SNT
909
Security National Trust
West Virginia
$942K -$4.03K -50 -0.5%
CLOS
910
Compagnie Lombard Odier SCmA
Switzerland
$941K -$19.6K -243 -2%
FCCM
911
First City Capital Management
Georgia
$939K -$14.1K -175 -2%
CFGS
912
Concourse Financial Group Securities
Alabama
$938K +$33.3K +414 +4%
FVWA
913
Foster Victor Wealth Advisors
South Carolina
$937K +$101K +1,256 +13%
GIM
914
Grassi Investment Management
California
$936K -$3.02M -37,507 -78%
DP
915
Dearborn Partners
Illinois
$935K +$403 +5 +0%
RCAG
916
Rehmann Capital Advisory Group
Michigan
$931K -$9.74K -121 -1%
BWP
917
Baldwin Wealth Partners
Massachusetts
$930K – – –
PI
918
PFS Investments
Georgia
$928K +$846K +10,504 New
GCA
919
Gideon Capital Advisors
New York
$927K -$1.37M -17,003 -62%
SAM
920
Strategy Asset Managers
California
$927K +$24.6K +306 +3%
LHC
921
Little House Capital
Massachusetts
$925K +$146K +1,815 +21%
ALAM
922
Asahi Life Asset Management
Japan
$923K +$642K +7,970 +323%
FMT
923
First Mercantile Trust
Tennessee
$921K -$37K -460 -4%
DAM
924
Delta Asset Management
Tennessee
$919K -$46.9K -582 -5%
CRC
925
Curi RMB Capital
Illinois
$919K -$10.3K -128 -1%
35 36
37
38 39