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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
SWMP
1001
Signature Wealth Management Partners
New Jersey
$950K -$4.78K -50 -0.5%
PA
1002
Planning Alternatives
Michigan
$949K – – –
GC
1003
Gilbert & Cook
Iowa
$947K +$38.3K +401 +4%
MWM
1004
Marion Wealth Management
Pennsylvania
$937K +$27.8K +291 +3%
H
1005
HoyleCohen
California
$935K +$4.68K +49 +0.5%
MIM
1006
MTM Investment Management
South Carolina
$935K – – –
EAM
1007
Evanson Asset Management
California
$933K +$3.63K +38 +0.4%
PFP
1008
Paragon Financial Partners
California
$929K – – –
ET
1009
Equitable Trust
Tennessee
$925K -$955 -10 -0.1%
TAM
1010
Tocqueville Asset Management
New York
$925K -$16K -167 -2%
IIA
1011
ICW Investment Advisors
Arizona
$920K -$21.9K -229 -2%
VCS
1012
Vaughan & Co Securities
New Jersey
$919K -$1.91K -20 -0.2%
HIA
1013
Harbor Investment Advisory
Maryland
$916K -$47.4K -496 -5%
LI
1014
LMCG Investments
Massachusetts
$915K – – –
SHA
1015
Seneca House Advisors
Virginia
$915K -$12.5K -131 -1%
FOFP
1016
Fee-Only Financial Planning
South Carolina
$913K – – –
IFAM
1017
Institutional & Family Asset Management
Colorado
$912K +$1.53K +16 +0.2%
GD
1018
Grandfield & Dodd
New York
$910K – – –
LC
1019
Lindbrook Capital
California
$909K -$95.5K -1,000 -10%
CBFP
1020
Cedar Brook Financial Partners
Ohio
$909K -$96 -1 -0%
SBH
1021
Segall Bryant & Hamill
Illinois
$909K -$33.2K -347 -4%
EWA
1022
Exencial Wealth Advisors
Oklahoma
$907K +$9.46K +99 +1%
AA
1023
Ancora Advisors
Ohio
$907K +$17.7K +185 +2%
HI
1024
Hendershot Investments
Virginia
$906K -$15K -157 -2%
CAG
1025
Crestwood Advisors Group
Massachusetts
$899K -$106K -1,105 -11%
39 40
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