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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
1001
Harbor Investment Advisory
Maryland
$961K -$22K -221 -2%
NAS
1002
Nicolet Advisory Services
Wisconsin
$959K +$124K +1,245 +15%
PFBT
1003
Parkside Financial Bank & Trust
Missouri
$959K +$13.8K +138 +1%
IPW
1004
Inlet Private Wealth
Florida
$958K – – –
PFM
1005
Patton Fund Management
Texas
$953K -$666K -6,687 -41%
WPP
1006
Whalerock Point Partners
Rhode Island
$952K +$54.3K +545 +6%
SWMP
1007
Signature Wealth Management Partners
New Jersey
$951K -$8.97K -90 -0.9%
FWMM
1008
Foundation Wealth Management (Missouri)
Missouri
$948K – – –
PA
1009
Planning Alternatives
Michigan
$945K – – –
IIA
1010
ICW Investment Advisors
Arizona
$939K +$12.6K +126 +1%
ICG
1011
InterOcean Capital Group
Tennessee
$939K +$288K +2,887 +43%
SBH
1012
Segall Bryant & Hamill
Illinois
$938K -$198K -1,985 -17%
TAM
1013
Tocqueville Asset Management
New York
$938K -$64.6K -648 -6%
VC
1014
Veracity Capital
Georgia
$937K +$53.5K +537 +6%
MIM
1015
MTM Investment Management
South Carolina
$931K – – –
ST
1016
Smithfield Trust
Pennsylvania
$929K -$31.9K -320 -3%
H
1017
HoyleCohen
California
$927K +$11.7K +117 +1%
EAM
1018
Evanson Asset Management
California
$925K +$3.59K +36 +0.4%
PFP
1019
Paragon Financial Partners
California
$925K – – –
SHA
1020
Seneca House Advisors
Virginia
$924K +$5.68K +57 +0.6%
ET
1021
Equitable Trust
Tennessee
$923K -$99.7K -1,000 -10%
VCS
1022
Vaughan & Co Securities
New Jersey
$918K -$13.2K -132 -1%
HI
1023
Hendershot Investments
Virginia
$918K -$784K -7,869 -45%
CCWM
1024
Cassaday & Co Wealth Management
Virginia
$917K +$20.3K +204 +2%
CF
1025
Centaurus Financial
California
$914K +$208K +2,085 +28%
39 40
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