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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
AIL
976
AGF Investments LLC
Ontario, Canada
$921K +$734K +7,339 +298%
MGIA
977
Moneta Group Investment Advisors
Missouri
$918K +$318K +3,183 +48%
DF
978
Donoghue Forlines
Massachusetts
$916K +$976K +9,754 New
PFP
979
Paragon Financial Partners
California
$915K – – –
IC
980
Inscription Capital
Texas
$911K -$3.9K -39 -0.4%
TFS
981
Thoroughbred Financial Services
Tennessee
$911K +$478K +4,773 +97%
BAM
982
Barrett Asset Management
New York
$908K -$81.1K -811 -8%
EI
983
Ethic Inc
New York
$907K +$966K +9,652 New
PWPS
984
Pinnacle Wealth Planning Services
Ohio
$905K +$110K +1,102 +13%
BONH
985
Bank of New Hampshire
New Hampshire
$902K +$52K +520 +6%
CPO
986
Cerity Partners OCIO
New York
$896K +$7.2K +72 +0.8%
TA
987
Tiedemann Advisors
New York
$895K +$17.3K +173 +2%
IIA
988
ICW Investment Advisors
Arizona
$894K +$2.7K +27 +0.3%
ANI
989
American National Insurance
Texas
$892K -$365K -3,645 -28%
EIM
990
Ervin Investment Management
Washington
$891K -$104K -1,044 -10%
PFBT
991
Parkside Financial Bank & Trust
Missouri
$891K -$79.5K -795 -8%
FMWA
992
Forvis Mazars Wealth Advisors
Missouri
$890K +$57K +570 +6%
LI
993
LMCG Investments
Massachusetts
$888K +$946K +9,452 New
CAN
994
Claraphi Advisory Network
United States
$887K +$2.9K +29 +0.3%
SIP
995
Stoneridge Investment Partners
Pennsylvania
$883K -$738K -7,375 -44%
RCM
996
RB Capital Management
Nevada
$883K +$27.1K +271 +3%
CP
997
Covenant Partners
Tennessee
$882K – – –
NL
998
NWAM LLC
Washington
$882K +$411K +4,109 +78%
GD
999
Grandfield & Dodd
New York
$880K -$21.5K -215 -2%
FLPIM
1000
F.L. Putnam Investment Management
Massachusetts
$878K -$68.7K -687 -7%
38 39
40
41 42