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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
SHA
901
Seneca House Advisors
Virginia
$801K +$7.52K +91 +1%
SNT
902
Security National Trust
West Virginia
$800K -$37.8K -457 -4%
EAM
903
Evanson Asset Management
California
$798K +$83 +1 +0%
OWA
904
Outlook Wealth Advisors
Texas
$798K +$24.5K +296 +3%
SBWM
905
Sunflower Bank Wealth Management
Arizona
$793K – – –
SBH
906
Segall Bryant & Hamill
Illinois
$785K -$130K -1,569 -14%
KA
907
KLCM Advisors
Wisconsin
$785K +$58.2K +704 +8%
BSB
908
Bangor Savings Bank
Maine
$784K -$18.3K -221 -2%
AW
909
ACG Wealth
Georgia
$781K +$2.23K +27 +0.3%
SP
910
Symmetry Partners
Connecticut
$779K +$820K +9,923 New
CCM
911
Chilton Capital Management
Texas
$777K +$66.1K +800 +9%
MRCM
912
M&R Capital Management
New Jersey
$777K +$433K +5,240 +112%
TSS
913
Two Sigma Securities
New York
$769K +$809K +9,794 New
SIM
914
Sonora Investment Management
Arizona
$767K -$132K -1,599 -14%
DAM
915
Diamant Asset Management
Connecticut
$766K – – –
PAMG
916
Patton Albertson Miller Group
Tennessee
$765K +$409K +4,945 +114%
DAM
917
Delta Asset Management
Tennessee
$763K -$56.6K -685 -7%
CFG
918
Citizens Financial Group
Rhode Island
$763K -$28.6K -346 -3%
IWC
919
Integrated Wealth Concepts
Massachusetts
$763K +$117K +1,412 +16%
AG
920
Algert Global
California
$763K +$198K +2,394 +33%
FBFS
921
First Business Financial Services
Wisconsin
$761K – – –
CLOS
922
Compagnie Lombard Odier SCmA
Switzerland
$759K -$82.6K -1,000 -9%
CB
923
CNB Bank
Pennsylvania
$757K +$148K +1,791 +23%
CCM
924
Coldstream Capital Management
Washington
$756K -$210K -2,546 -21%
HR
925
Howe & Rusling
New York
$753K -$1M -12,137 -56%
35 36
37
38 39