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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
CNC
1001
Canandaigua National Corp
New York
$967K -$1.04K -11 -0.1%
SW
1002
SteelPeak Wealth
California
$964K +$457K +4,847 +106%
IIA
1003
ICW Investment Advisors
Arizona
$964K -$17K -180 -2%
CFA
1004
CWS Financial Advisors
Michigan
$964K +$70.8K +750 +7%
SAM
1005
Strategy Asset Managers
California
$963K +$661 +7 +0.1%
PFP
1006
Paragon Financial Partners
California
$963K – – –
BONH
1007
Bank of New Hampshire
New Hampshire
$961K -$45.8K -485 -5%
EAM
1008
Evanson Asset Management
California
$959K -$66.8K -708 -7%
GA
1009
GoalVest Advisory
New York
$958K +$75K +795 +9%
CPO
1010
Cerity Partners OCIO
New York
$958K +$117K +1,236 +15%
LI
1011
LMCG Investments
Massachusetts
$957K – – –
SHA
1012
Seneca House Advisors
Virginia
$956K -$18.1K -192 -2%
H
1013
HoyleCohen
California
$953K +$362K +3,838 +69%
CP
1014
Covenant Partners
Tennessee
$951K – – –
FOFP
1015
Fee-Only Financial Planning
South Carolina
$947K +$883K +9,352 New
TSWM
1016
Triangle Securities Wealth Management
North Carolina
$945K -$4.25K -45 -0.5%
WWMSC
1017
Wagner Wealth Management (South Carolina)
South Carolina
$944K +$267K +2,832 +44%
GD
1018
Grandfield & Dodd
New York
$944K – – –
IFAM
1019
Institutional & Family Asset Management
Colorado
$942K +$1.7K +18 +0.2%
AA
1020
Ancora Advisors
Ohio
$942K +$94 +1 +0%
WPP
1021
Whalerock Point Partners
Rhode Island
$936K +$39.2K +415 +5%
CCWM
1022
Cassaday & Co Wealth Management
Virginia
$934K +$871K +9,229 New
GVAG
1023
Great Valley Advisor Group
Delaware
$934K -$26.6K -282 -3%
GC
1024
Gilbert & Cook
Iowa
$933K +$11.2K +119 +1%
DWM
1025
Drive Wealth Management
Utah
$932K +$305K +3,227 +55%
39 40
41
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