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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
1001
MidWestOne Financial Group
Iowa
$2.34M – – –
GJWM
1002
Gilliland Jeter Wealth Management
Arkansas
$2.34M – – –
CA
1003
Callahan Advisors
Texas
$2.34M +$7.38K +43 +0.3%
SWM
1004
Spire Wealth Management
Virginia
$2.34M -$795K -4,628 -26%
SP
1005
SIH Partners
Delaware
$2.34M +$2.2M +12,829 New
SGI
1006
Summit Global Investments
Utah
$2.33M +$2.2M +12,800 New
FMWA
1007
Forvis Mazars Wealth Advisors
Missouri
$2.32M +$60.8K +354 +3%
VA
1008
VestGen Advisors
Illinois
$2.32M +$189K +1,101 +9%
DWT
1009
Dorsey & Whitney Trust
South Dakota
$2.32M +$246K +1,432 +13%
AIA
1010
AssuredPartners Investment Advisors
Florida
$2.32M -$560K -3,261 -20%
MSA
1011
Marino Stram & Associates
Massachusetts
$2.3M -$1.2K -7 -0.1%
RCM
1012
Raleigh Capital Management
North Carolina
$2.29M -$1.17M -6,829 -35%
MCM
1013
Monument Capital Management
Virginia
$2.28M +$874K +5,087 +68%
NAS
1014
Nicolet Advisory Services
Wisconsin
$2.28M +$43.8K +255 +2%
SIA
1015
Soltis Investment Advisors
Utah
$2.27M +$1.69M +9,824 +370%
I
1016
INVST
Indiana
$2.27M -$791K -4,604 -27%
HAG
1017
HF Advisory Group
Maryland
$2.27M -$505K -2,943 -19%
RPCONE
1018
Retirement Planning Company of New England
Rhode Island
$2.27M -$27.5K -160 -1%
LFG
1019
Larson Financial Group
Missouri
$2.26M +$446K +2,600 +26%
GWM
1020
Gibbs Wealth Management
Georgia
$2.26M +$142K +828 +7%
TIM
1021
Tevis Investment Management
Texas
$2.26M – – –
ST
1022
Spinnaker Trust
Maine
$2.26M -$21.5K -125 -1%
CBTWT
1023
Community Bank & Trust (Waco, Texas)
Texas
$2.24M – – –
LCM
1024
Landscape Capital Management
New Jersey
$2.24M +$1.29M +7,518 +158%
CT
1025
Colonial Trust
South Carolina
$2.23M +$4.29K +25 +0.2%
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