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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
MOS
926
MGO One Seven
Ohio
$728K +$72.5K +868 +9%
FC
927
Forte Capital
New York
$727K -$109K -1,300 -11%
FMT
928
First Mercantile Trust
Tennessee
$727K -$23K -275 -2%
IIM
929
Ipswich Investment Management
Massachusetts
$727K – – –
TPA
930
Trivium Point Advisory
Connecticut
$726K +$908K +10,869 New
MMG
931
Monetary Management Group
Missouri
$721K -$175K -2,100 -16%
FCCM
932
First City Capital Management
Georgia
$721K -$78.2K -936 -8%
NO
933
Ninety One
South Africa
$721K -$45.7K -547 -5%
SFA
934
Semmax Financial Advisors
North Carolina
$717K +$897K +10,736 New
SNT
935
Security National Trust
West Virginia
$714K -$625K -7,478 -41%
RCAG
936
Rehmann Capital Advisory Group
Michigan
$711K +$135K +1,612 +18%
IB
937
Intrust Bank
Kansas
$709K -$241K -2,889 -21%
CCM
938
Chilton Capital Management
Texas
$706K – – –
DP
939
Dearborn Partners
Illinois
$706K +$322K +3,858 +57%
GD
940
Grandfield & Dodd
New York
$705K -$138K -1,648 -13%
CRC
941
Curi RMB Capital
Illinois
$702K -$302K -3,613 -26%
IWP
942
Icon Wealth Partners
Texas
$702K -$102K -1,224 -10%
BWP
943
Baldwin Wealth Partners
Massachusetts
$702K – – –
KA
944
Kovack Advisors
Florida
$702K +$201K +2,409 +30%
BS
945
Banco Santander
Spain
$697K -$673K -8,063 -44%
XSC
946
X-Square Capital
Puerto Rico
$696K -$28.2K -338 -3%
WANY
947
Wealthspire Advisors (New York)
New York
$693K +$867K +10,375 New
CPA
948
Capital Planning Advisors
California
$692K -$31.7K -380 -4%
OAMU
949
Ostrum Asset Management US
New York
$692K +$866K +10,371 New
SC
950
Savant Capital
Illinois
$689K -$55.6K -666 -6%
36 37
38
39 40