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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
FRM
976
Fox Run Management
Connecticut
$778K +$246K +3,057 +53%
AWM
977
Avior Wealth Management
Nebraska
$777K – – –
AIM
978
Avity Investment Management
Connecticut
$773K +$8.05K +100 +1%
AF
979
Arrow Financial
New York
$772K – – –
S
980
Surevest
California
$769K +$414K +5,142 +145%
CB
981
Community Bank
New York
$768K -$78.5K -975 -10%
CP
982
Covenant Partners
Tennessee
$767K +$699K +8,681 New
IWC
983
Integrated Wealth Concepts
Massachusetts
$762K +$314K +3,895 +83%
CC
984
Cedar Capital
Illinois
$761K -$15.5K -192 -2%
SJL
985
Shayne & Jacobs LLC
Tennessee
$760K -$121K -1,500 -15%
CWG
986
Cornerstone Wealth Group
North Carolina
$757K +$690K +8,562 New
IMOV
987
Investment Management of Virginia
Virginia
$756K -$101K -1,250 -13%
PA
988
Probity Advisors
Texas
$755K -$23.1K -287 -3%
LPT
989
Legacy Private Trust
Wisconsin
$750K -$10.7K -133 -2%
SIG
990
Schaller Investment Group
North Carolina
$748K – – –
QAM
991
Quantres Asset Management
Cayman Islands
$742K -$2.48M -30,800 -79%
CAM
992
Carret Asset Management
New York
$742K -$11.6K -144 -2%
CSM
993
CAMG Solamere Management
North Carolina
$739K -$4.83K -60 -0.7%
SC
994
SRB Corp
Massachusetts
$739K +$146K +1,809 +28%
BPCA
995
Bank Pictet & Cie (Asia)
Singapore
$733K +$37K +460 +6%
NPF
996
Norris Perne & French
Michigan
$732K -$252K -3,134 -27%
SRC
997
Sage Rhino Capital
California
$731K +$666K +8,266 New
PFBT
998
Parkside Financial Bank & Trust
Missouri
$729K +$44.1K +547 +7%
RIA
999
Realta Investment Advisors
Delaware
$725K +$661K +8,202 New
BFM
1000
Boston Financial Management
Massachusetts
$720K -$174K -2,157 -21%
38 39
40
41 42