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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
901
Citizens Financial Group
Rhode Island
$1.24M -$644K -6,735 -35%
TPA
902
Trivium Point Advisory
Connecticut
$1.24M -$28.2K -295 -2%
AWP
903
Accretive Wealth Partners
New Jersey
$1.24M +$21.1K +221 +2%
LIM
904
Longfellow Investment Management
Massachusetts
$1.24M +$49.2K +515 +4%
RCM
905
RB Capital Management
Nevada
$1.24M +$13.9K +145 +1%
FC
906
Forte Capital
New York
$1.24M -$36.4K -381 -3%
ZF
907
Zhang Financial
Michigan
$1.23M – – –
IWP
908
Icon Wealth Partners
Texas
$1.23M -$10.1K -106 -0.8%
DA
909
Dover Advisors
Virginia
$1.23M -$71.8K -751 -6%
SW
910
SVB Wealth
Massachusetts
$1.23M -$313K -3,275 -21%
JWCA
911
J.W. Cole Advisors
Florida
$1.22M -$78.3K -820 -6%
GSWM
912
Greenup Street Wealth Management
Michigan
$1.21M +$1.19M +12,442 New
WW
913
Waterfront Wealth
Kansas
$1.21M +$64.3K +673 +6%
CCB
914
Country Club Bank
Missouri
$1.21M – – –
TPWA
915
TRUE Private Wealth Advisors
Oregon
$1.2M – – –
TIM
916
Tevis Investment Management
Texas
$1.2M – – –
AIS
917
American Investment Services
Massachusetts
$1.2M +$81.3K +851 +7%
SXL
918
Summit X LLC
Missouri
$1.19M +$101K +1,053 +9%
BIAS
919
Beacon Investment Advisory Services
New Jersey
$1.19M +$147K +1,536 +14%
WS
920
Wedbush Securities
California
$1.19M +$43.3K +453 +4%
FBFS
921
First Business Financial Services
Wisconsin
$1.18M – – –
CPR
922
CSU Producer Resources
Ohio
$1.17M – – –
EB
923
Exchange Bank
California
$1.16M +$1.14M +11,890 New
VCM
924
Virtue Capital Management
Tennessee
$1.16M -$48.5K -508 -4%
BCA
925
Bay Colony Advisors
Massachusetts
$1.16M -$573 -6 -0.1%
35 36
37
38 39