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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
901
CWS Financial Advisors
Michigan
$877K -$59K -758 -7%
ST
902
Smithfield Trust
Pennsylvania
$877K +$33.9K +435 +4%
IWP
903
Icon Wealth Partners
Texas
$874K -$45.5K -584 -5%
WP
904
WealthSource Partners
California
$874K +$213K +2,733 +35%
AWM
905
Altavista Wealth Management
North Carolina
$869K -$59.3K -762 -7%
KA
906
Kovack Advisors
Florida
$866K -$67.7K -870 -8%
AIS
907
American Investment Services
Massachusetts
$862K – – –
SW
908
SkyOak Wealth
Michigan
$862K – – –
GRP
909
Global Retirement Partners
California
$860K -$1.4K -18 -0.2%
FG
910
Foster Group
Iowa
$859K +$811K +10,413 New
IIM
911
Ipswich Investment Management
Massachusetts
$855K – – –
LIM
912
Leavell Investment Management
Alabama
$855K +$8.8K +113 +1%
PCM
913
Prelude Capital Management
New York
$855K +$804K +10,329 New
AWAP
914
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$852K +$801K +10,293 New
VCM
915
Virtue Capital Management
Tennessee
$851K -$376K -4,824 -32%
AFP
916
Ausdal Financial Partners
Iowa
$850K -$15.6K -201 -2%
CAN
917
Claraphi Advisory Network
United States
$841K -$13.6K -175 -2%
CNC
918
Canandaigua National Corp
New York
$839K -$15.3K -196 -2%
APP
919
Avantax Planning Partners
Iowa
$833K -$84.4K -1,084 -10%
MSAM
920
Moloney Securities Asset Management
Missouri
$830K +$43K +552 +6%
FMWA
921
Forvis Mazars Wealth Advisors
Missouri
$827K -$18.2K -234 -2%
PA
922
Planning Alternatives
Michigan
$826K -$234K -3,000 -23%
CVM
923
Cheviot Value Management
California
$823K +$68K +874 +10%
RB
924
Renasant Bank
Mississippi
$817K +$769K +9,875 New
PP
925
Patten & Patten
Tennessee
$816K +$30.8K +395 +4%
35 36
37
38 39