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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
976
Planning Alternatives
Michigan
$948K – – –
PFM
977
Parsec Financial Management
North Carolina
$947K -$18.8K -201 -2%
MA
978
MONECO Advisors
Connecticut
$942K +$11K +118 +1%
MYLI
979
Meiji Yasuda Life Insurance
Japan
$940K -$34.2K -366 -4%
VCS
980
Vaughan & Co Securities
New Jersey
$939K +$283K +3,032 +44%
CNC
981
Canandaigua National Corp
New York
$936K +$935 +10 +0.1%
PFP
982
Paragon Financial Partners
California
$926K +$911K +9,744 New
GSWM
983
Greenup Street Wealth Management
Michigan
$926K +$911K +9,747 New
IC
984
Inscription Capital
Texas
$925K -$69.1K -739 -7%
KCM
985
Kanawha Capital Management
Virginia
$919K -$288K -3,076 -24%
I
986
INVST
Indiana
$915K +$63.9K +684 +9%
CVM
987
Cheviot Value Management
California
$912K +$23.6K +252 +3%
GD
988
Grandfield & Dodd
New York
$910K -$93 -1 -0%
AI
989
Atom Investors
Texas
$903K +$14.2K +152 +2%
IIA
990
ICW Investment Advisors
Arizona
$901K -$67.2K -719 -7%
CPO
991
Cerity Partners OCIO
New York
$899K +$103K +1,105 +13%
PCG
992
Prosperity Consulting Group
Maryland
$896K +$806K +8,620 New
CAN
993
Claraphi Advisory Network
United States
$894K -$19K -203 -2%
HIA
994
Harbor Investment Advisory
Maryland
$894K +$262K +2,804 +42%
CP
995
Covenant Partners
Tennessee
$892K +$93 +1 +0%
RA
996
RFG Advisory
Alabama
$892K +$20.6K +220 +2%
TA
997
Tiedemann Advisors
New York
$890K +$561 +6 +0.1%
LWM
998
Laidlaw Wealth Management
New York
$885K +$871K +9,315 New
IFAM
999
Institutional & Family Asset Management
Colorado
$882K +$1.12K +12 +0.1%
AAMC
1000
Asset Allocation & Management Company
Illinois
$881K +$866K +9,270 New
38 39
40
41 42