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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
AIS
901
American Investment Services
Massachusetts
$781K – – –
GRP
902
Global Retirement Partners
California
$780K -$68.8K -892 -8%
SW
903
SkyOak Wealth
Michigan
$780K – – –
CNC
904
Canandaigua National Corp
New York
$775K -$236K -3,057 -23%
CAN
905
Claraphi Advisory Network
United States
$775K -$5.17K -67 -0.6%
IIM
906
Ipswich Investment Management
Massachusetts
$774K – – –
SC
907
Savant Capital
Illinois
$769K +$23.8K +309 +3%
LIM
908
Leavell Investment Management
Alabama
$767K -$35.3K -457 -4%
FMWA
909
Forvis Mazars Wealth Advisors
Missouri
$767K -$5.55K -72 -0.7%
BC
910
Blackhill Capital
New Jersey
$765K -$1.16M -15,000 -60%
ST
911
Smithfield Trust
Pennsylvania
$763K +$34.8K +451 +5%
SBA
912
Secrest Blakey & Associates
North Carolina
$762K +$13.5K +175 +2%
GL
913
Graypoint LLC
New York
$759K +$781K +10,127 New
SBWM
914
Sunflower Bank Wealth Management
Arizona
$745K – – –
CP
915
Covenant Partners
Tennessee
$735K -$146K -1,896 -16%
FBFS
916
First Business Financial Services
Wisconsin
$727K – – –
SNT
917
Security National Trust
West Virginia
$726K -$115K -1,495 -13%
PWSG
918
Pacific Wealth Strategies Group
California
$726K -$5.79K -75 -0.8%
WP
919
WealthShield Partners
North Carolina
$723K +$499K +6,464 +203%
HPCM
920
High Pointe Capital Management
Illinois
$722K – – –
FMTC
921
Farmers & Merchants Trust Company
California
$721K +$104K +1,350 +16%
GD
922
Grandfield & Dodd
New York
$720K -$2.08K -27 -0.3%
PFSC
923
Peoples Financial Services Corp
Pennsylvania
$716K – – –
SW
924
SteelPeak Wealth
California
$715K -$290K -3,759 -28%
AWM
925
Adams Wealth Management
Utah
$713K -$19.5K -253 -3%
35 36
37
38 39