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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
926
SRB Corp
Massachusetts
$816K +$191K +2,453 +33%
BAM
927
Barrett Asset Management
New York
$815K -$202K -2,600 -21%
BTWM
928
Baker Tilly Wealth Management
Wisconsin
$812K +$763K +9,803 New
ALAM
929
Asahi Life Asset Management
Japan
$807K +$20.2K +260 +3%
SIM
930
Sonora Investment Management
Arizona
$805K +$18K +231 +2%
FBFS
931
First Business Financial Services
Wisconsin
$802K – – –
MAM
932
Meeder Asset Management
Ohio
$800K -$799K -10,264 -52%
FMC
933
First Merchants Corp
Indiana
$796K +$529K +6,799 +242%
TBA
934
Tower Bridge Advisors
Pennsylvania
$794K +$144K +1,850 +24%
SNT
935
Security National Trust
West Virginia
$793K -$7.79K -100 -1%
GD
936
Grandfield & Dodd
New York
$790K – – –
GP
937
Girard Partners
Pennsylvania
$789K -$333K -4,283 -31%
WTB
938
Washington Trust Bank
Washington
$789K -$129K -1,661 -15%
PFSC
939
Peoples Financial Services Corp
Pennsylvania
$789K -$1.56K -20 -0.2%
PI
940
Putnam Investments
Massachusetts
$785K -$217K -2,792 -23%
BCP
941
Berkeley Capital Partners
Georgia
$785K -$108K -1,383 -13%
SW
942
SteelPeak Wealth
California
$785K -$4.59K -59 -0.6%
CPO
943
Cerity Partners OCIO
New York
$784K +$2.49K +32 +0.3%
IFAM
944
Institutional & Family Asset Management
Colorado
$782K +$1.56K +20 +0.2%
EF
945
Exeter Financial
Arizona
$775K +$27.7K +356 +4%
AG
946
AlphaSimPlex Group
Massachusetts
$775K +$729K +9,364 New
WLIM
947
White Lighthouse Investment Management
Massachusetts
$774K – – –
TCM
948
Tuttle Capital Management
Connecticut
$772K +$726K +9,321 New
CWS
949
Cypress Wealth Services
California
$767K +$721K +9,260 New
KIG
950
Kowal Investment Group
Wisconsin
$767K +$736K +9,456 New
36 37
38
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