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Philip Morris
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Name Holding Trade Value Shares
Change 		Change in
Stake
MA
976
Montag & Associates
Georgia
$2.29M -$52K -300 -2%
RPCONE
977
Retirement Planning Company of New England
Rhode Island
$2.29M +$9.37K +54 +0.4%
CIP
978
Convergence Investment Partners
Florida
$2.29M -$1.75M -10,116 -44%
DWM
979
Dakota Wealth Management
Florida
$2.27M -$20.6K -119 -0.9%
CA
980
Callahan Advisors
Texas
$2.27M -$73.4K -423 -3%
KA
981
KLCM Advisors
Wisconsin
$2.25M -$46.7K -269 -2%
TIM
982
Tevis Investment Management
Texas
$2.25M – – –
HWMO
983
Heritage Wealth Management (Ohio)
Ohio
$2.2M +$2.11M +12,184 New
BT
984
Banque Transatlantique
France
$2.2M +$16.5K +95 +0.7%
ST
985
Spinnaker Trust
Maine
$2.19M +$17.2K +99 +0.8%
CBTWT
986
Community Bank & Trust (Waco, Texas)
Texas
$2.18M – – –
PBT
987
Pictet Bank & Trust
Bahamas
$2.17M +$182K +1,050 +10%
CPR
988
CSU Producer Resources
Ohio
$2.17M – – –
MJRIC
989
Mogy Joel R Investment Counsel
California
$2.17M – – –
ZF
990
Zhang Financial
Michigan
$2.16M +$1.56K +9 +0.1%
TPA
991
Trivium Point Advisory
Connecticut
$2.16M +$317K +1,825 +18%
SWA
992
Stratos Wealth Advisors
Ohio
$2.16M +$212K +1,225 +11%
BIP
993
Blueprint Investment Partners
North Carolina
$2.15M +$2.06M +11,891 New
PCM
994
Palisade Capital Management
New Jersey
$2.13M -$347 -2 -0%
IC
995
Inscription Capital
Texas
$2.12M +$295K +1,701 +17%
BCP
996
Berkeley Capital Partners
Georgia
$2.12M +$46.8K +270 +2%
GC
997
Grimes & Company
Massachusetts
$2.11M -$7.8K -45 -0.4%
BFG
998
Birch Financial Group
New Hampshire
$2.1M -$25.5K -147 -1%
MRP
999
Measured Risk Portfolios
California
$2.1M -$122K -706 -6%
ST
1000
Smithfield Trust
Pennsylvania
$2.1M -$260K -1,500 -11%
38 39
40
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