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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
WCAMG
1026
Woodard & Company Asset Management Group
North Carolina
$545K +$2.08K +27 +0.4%
VNA
1027
Valley National Advisers
Pennsylvania
$545K +$4.55K +59 +0.8%
MGIA
1028
Moneta Group Investment Advisors
Missouri
$545K +$140K +1,816 +33%
MS
1029
Madden Securities
Texas
$544K +$16.4K +212 +3%
FI
1030
FormulaFolio Investments
Michigan
$544K +$58.4K +757 +12%
PWP
1031
Principle Wealth Partners
Connecticut
$540K -$52.5K -680 -9%
IFG
1032
Independent Financial Group
California
$538K -$24.6K -319 -4%
QCG
1033
Quadrant Capital Group
Ohio
$538K +$4.55K +59 +0.8%
DWM
1034
Doyle Wealth Management
Florida
$537K +$105K +1,367 +24%
TCM
1035
Traynor Capital Management
Pennsylvania
$533K -$9.41K -122 -2%
GVAG
1036
Great Valley Advisor Group
Delaware
$531K -$110K -1,429 -17%
SFA
1037
Souders Financial Advisors
Ohio
$526K +$19K +246 +4%
AOWM
1038
Alpha Omega Wealth Management
Virginia
$524K -$72.1K -935 -12%
PWPS
1039
Pinnacle Wealth Planning Services
Ohio
$524K +$65.3K +847 +14%
FC
1040
FORA Capital
Florida
$524K +$539K +6,988 New
FLPIM
1041
F.L. Putnam Investment Management
Massachusetts
$523K -$23.8K -308 -4%
GIP
1042
Greatmark Investment Partners
Georgia
$522K – – –
SBSB
1043
Sullivan, Bruyette, Speros & Blaney
Virginia
$516K – – –
UB
1044
UMB Bank
Missouri
$514K – – –
PFS
1045
Physicians Financial Services
North Carolina
$514K +$77 +1 +0%
FFG
1046
Frisch Financial Group
New York
$512K -$5.09K -66 -1%
SG
1047
StoneX Group
New York
$512K +$26K +337 +5%
JIC
1048
Joel Isaacson & Co
New York
$511K – – –
HGWM
1049
Harvest Group Wealth Management
Massachusetts
$509K +$1.85K +24 +0.4%
PAI
1050
Pittenger & Anderson Inc
Nebraska
$506K – – –
40 41
42
43 44