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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
976
Cooper Financial Group
California
$727K +$86.6K +1,113 +15%
PFS
977
Prospera Financial Services
Texas
$726K +$457K +5,870 +202%
ACM
978
Allred Capital Management
Texas
$725K -$6.31K -81 -0.9%
SAM
979
Security Asset Management
New York
$725K +$217K +2,789 +47%
MCAI
980
Members Capital Advisors Inc
Wisconsin
$724K – – –
MSA
981
Marino Stram & Associates
Massachusetts
$723K +$36.5K +469 +6%
FF
982
FourThought Financial
Florida
$721K +$679K +8,719 New
DAS
983
Dynamic Advisor Solutions
Arizona
$715K -$394K -5,066 -37%
CRI
984
Colonial River Investments
Virginia
$714K +$649K +8,343 New
AWP
985
Accretive Wealth Partners
New Jersey
$712K +$669K +8,597 New
SJL
986
Shayne & Jacobs LLC
Tennessee
$711K – – –
F
987
F3Logic
Minnesota
$710K +$30.3K +389 +5%
PP
988
Pegasus Partners
Wisconsin
$709K +$58.9K +757 +10%
EPWM
989
Essex Private Wealth Management
Massachusetts
$708K +$8.41K +108 +1%
JG
990
Jefferies Group
New York
$708K +$665K +8,548 New
IAIM
991
International Assets Investment Management
Florida
$704K +$662K +8,498 New
DAM
992
Delta Asset Management
Tennessee
$703K -$13.2K -169 -2%
BBNA
993
Bremer Bank National Association
Minnesota
$700K -$49.5K -636 -7%
ISWM
994
Independent Solutions Wealth Management
New York
$698K -$22.6K -290 -3%
DY
995
Dowling & Yahnke
California
$698K +$137K +1,757 +26%
IWM
996
IHT Wealth Management
Illinois
$694K -$24.1K -310 -4%
MA
997
MONECO Advisors
Connecticut
$690K -$9.89K -127 -1%
SHA
998
Seneca House Advisors
Virginia
$684K +$78 +1 +0%
TSWM
999
Triangle Securities Wealth Management
North Carolina
$683K -$52.9K -680 -8%
RCM
1000
RB Capital Management
Nevada
$680K -$6.15K -79 -1%
38 39
40
41 42