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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
951
Boston Financial Management
Massachusetts
$688K -$612K -7,329 -42%
MHS
952
M Holdings Securities
Oregon
$688K -$14.9K -178 -2%
CFGS
953
Concourse Financial Group Securities
Alabama
$684K +$524K +6,273 +165%
SAM
954
Strategy Asset Managers
California
$680K -$589K -7,051 -41%
PI
955
Pathlight Investors
Arizona
$679K +$835K +9,999 New
EAM
956
Evanson Asset Management
California
$678K +$84 +1 +0%
BAM
957
Belpointe Asset Management
Nevada
$676K -$159K -1,906 -16%
LSCM
958
LaSalle Street Capital Management
Illinois
$676K – – –
WCM
959
Whitener Capital Management
North Carolina
$675K -$25.1K -300 -3%
SJL
960
Shayne & Jacobs LLC
Tennessee
$674K – – –
LPWM
961
Lake Point Wealth Management
Texas
$669K +$837K +10,027 New
PJSIMP
962
P.J. Schmidt Investment Management (PJS)
Wisconsin
$664K -$2.35M -28,121 -74%
BW
963
Bison Wealth
Georgia
$656K -$31.9K -382 -4%
IMOV
964
Investment Management of Virginia
Virginia
$654K -$4.18K -50 -0.5%
PA
965
Parallel Advisors
California
$653K -$114K -1,366 -12%
MCWS
966
McKinley Carter Wealth Services
West Virginia
$652K -$176K -2,110 -18%
EF
967
Exeter Financial
Arizona
$652K -$4.93K -59 -0.6%
DAM
968
Diamant Asset Management
Connecticut
$651K – – –
CPO
969
Cerity Partners OCIO
New York
$649K -$70K -838 -8%
CCM
970
Coldstream Capital Management
Washington
$646K -$126K -1,510 -14%
PVWM
971
Point View Wealth Management
New Jersey
$645K -$53.2K -637 -6%
CB
972
Community Bank
New York
$645K -$21K -252 -3%
IC
973
InterOcean Capital
Illinois
$642K -$1.13M -13,544 -58%
IC
974
Iconiq Capital
California
$641K – – –
BIAS
975
Beacon Investment Advisory Services
New Jersey
$632K -$1.25K -15 -0.2%
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