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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
1026
Sheets Smith Wealth Management
North Carolina
$872K +$2.43K +21 +0.3%
SFS
1027
Summit Financial Strategies
Ohio
$871K +$399K +3,443 +87%
BPM
1028
Bowling Portfolio Management
Ohio
$870K -$1.97K -17 -0.2%
EFSCE
1029
Enterprise Financial Services Corp (EFSC)
Missouri
$870K +$57.2K +494 +7%
FNT
1030
First Nebraska Trust
Nebraska
$868K +$43.3K +374 +5%
EHC
1031
Everett Harris & Co
California
$866K – – –
CAM
1032
Columbia Asset Management
Michigan
$865K -$21.8K -188 -2%
HCA
1033
Harbour Capital Advisors
Virginia
$862K -$27.2K -235 -3%
PWAP
1034
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$860K – – –
BB
1035
Busey Bank
Illinois
$860K +$124K +1,070 +17%
NG
1036
Northstar Group
New York
$859K -$16.3K -141 -2%
MWM
1037
Modera Wealth Management
New Jersey
$857K +$71.1K +614 +9%
BFM
1038
Boothbay Fund Management
New York
$856K +$604K +5,211 +251%
PFS
1039
Prospera Financial Services
Texas
$853K -$10.1K -87 -1%
BCMO
1040
Buckingham Capital Management (Ohio)
Ohio
$849K +$837K +7,228 New
DY
1041
Dowling & Yahnke
California
$847K -$355K -3,063 -30%
NIM
1042
Northeast Investment Management
Massachusetts
$846K – – –
GC
1043
Grimes & Company
Massachusetts
$845K -$24.9K -215 -3%
WFG
1044
Wills Financial Group
Virginia
$843K +$1.27K +11 +0.2%
SIM
1045
Sonora Investment Management
Arizona
$837K +$116K +1,000 +16%
RIM
1046
Regent Investment Management
Kentucky
$835K – – –
DW
1047
Domani Wealth
Pennsylvania
$835K +$232 +2 +0%
IA
1048
Icon Advisers
Colorado
$834K -$371K -3,200 -31%
FMT
1049
First Mercantile Trust
Tennessee
$834K – – –
BIM
1050
Barton Investment Management
Pennsylvania
$832K – – –
40 41
42
43 44