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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
901
Alambic Investment Management
California
$765K +$863K +10,488 New
HPCM
902
High Pointe Capital Management
Illinois
$762K +$51.8K +630 +6%
SW
903
SkyOak Wealth
Michigan
$761K -$82 -1 -0%
MSAM
904
Moloney Securities Asset Management
Missouri
$760K +$82 +1 +0%
NB
905
Nicolet Bankshares
Wisconsin
$757K – – –
ALAM
906
Asahi Life Asset Management
Japan
$757K +$692K +8,410 +429%
QCG
907
Quadrant Capital Group
Ohio
$755K -$198K -2,404 -19%
IIM
908
Ipswich Investment Management
Massachusetts
$753K -$12.3K -150 -1%
AI
909
ArchPoint Investors
Florida
$749K – – –
SC
910
Savant Capital
Illinois
$746K +$66.6K +809 +9%
FC
911
Forte Capital
New York
$742K +$837K +10,168 New
SBA
912
Secrest Blakey & Associates
North Carolina
$726K +$92.1K +1,119 +13%
SBWM
913
Sunflower Bank Wealth Management
Arizona
$725K -$13.2K -160 -2%
RCM
914
RB Capital Management
Nevada
$721K +$36K +438 +5%
MMG
915
Monetary Management Group
Missouri
$719K -$28.8K -350 -3%
FMWA
916
Forvis Mazars Wealth Advisors
Missouri
$713K +$23.7K +288 +3%
MA
917
MONECO Advisors
Connecticut
$711K +$42.6K +518 +6%
KWM
918
Kingsview Wealth Management
Oregon
$710K +$139K +1,692 +21%
GD
919
Grandfield & Dodd
New York
$707K -$71.4K -868 -8%
FBFS
920
First Business Financial Services
Wisconsin
$707K – – –
HT
921
Heritage Trust
Oklahoma
$706K -$204K -2,474 -20%
FCBT
922
First Citizens Bank & Trust
North Carolina
$705K +$8.39K +102 +1%
IWM
923
IHT Wealth Management
Illinois
$703K -$900K -10,942 -53%
HTHT
924
Hemenway Trust Hemenway Trust
New Hampshire
$702K -$62.4K -758 -7%
VAM
925
Verity Asset Management
North Carolina
$702K +$112K +1,366 +17%
35 36
37
38 39