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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
FBFS
1001
First Business Financial Services
Wisconsin
$1.02M – – –
WAG
1002
Wallace Advisory Group
California
$1.02M +$54.8K +594 +6%
CAM
1003
Cidel Asset Management
Ontario, Canada
$1.01M +$39.6K +429 +4%
KFC
1004
Klingenstein Fields & Co
New York
$1.01M -$47K -510 -4%
GIA
1005
Gladstone Institutional Advisory
Florida
$1M -$351K -3,807 -26%
CVM
1006
Cheviot Value Management
California
$1M -$22.8K -247 -2%
TAM
1007
Titleist Asset Management
Texas
$1M -$181K -1,965 -15%
GC
1008
Gilbert & Cook
Iowa
$1,000K -$2.95K -32 -0.3%
SWA
1009
Stratos Wealth Advisors
Ohio
$998K +$62.4K +677 +7%
PFBT
1010
Parkside Financial Bank & Trust
Missouri
$998K -$19.9K -216 -2%
BPWM
1011
Badgley Phelps Wealth Managers
Washington
$994K -$23.1K -250 -2%
NHC
1012
Nicholas Hoffman & Company
Georgia
$994K -$361K -3,911 -27%
RWPA
1013
Richard W. Paul & Associates
Michigan
$990K +$72.5K +786 +8%
MMPW
1014
Mitchell McLeod Pugh & Williams
Alabama
$988K -$10.8K -117 -1%
HI
1015
Harbour Investments
Wisconsin
$987K +$44.8K +486 +5%
NRS
1016
Neville Rodie & Shaw
New York
$983K – – –
FFM
1017
Forum Financial Management
Illinois
$983K -$174K -1,883 -15%
PWM
1018
Perigon Wealth Management
California
$981K +$2.67K +29 +0.3%
CRC
1019
Curi RMB Capital
Illinois
$980K +$987K +10,700 New
CRI
1020
Colonial River Investments
Virginia
$978K +$68.7K +745 +8%
BOH
1021
Bank of Hawaii
Hawaii
$977K +$42.9K +465 +5%
FPWM
1022
FSB Premier Wealth Management
Iowa
$976K +$160K +1,737 +19%
EM
1023
Excalibur Management
Massachusetts
$974K – – –
ZCM
1024
Ziegler Capital Management
Illinois
$974K -$1.96M -21,300 -67%
PCM
1025
Palisade Capital Management
New Jersey
$973K -$1.49M -16,125 -60%
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