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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
1026
Summit Financial
New Jersey
$714K +$385K +3,823 +106%
PC
1027
Permit Capital
Pennsylvania
$710K -$144K -1,431 -16%
SRC
1028
Sage Rhino Capital
California
$710K +$5.03K +50 +0.7%
GVAG
1029
Great Valley Advisor Group
Delaware
$708K -$32.7K -325 -4%
SFS
1030
Strategic Financial Services
New York
$708K -$4.12K -41 -0.5%
ACP
1031
Aviance Capital Partners
Florida
$708K +$187K +1,863 +33%
WI
1032
Wintrust Investments
Illinois
$707K -$29.1K -289 -4%
LOPW
1033
Live Oak Private Wealth
North Carolina
$707K +$103K +1,021 +16%
PIMG
1034
Patriot Investment Management Group
Tennessee
$705K +$32.9K +327 +5%
HPCM
1035
High Pointe Capital Management
Illinois
$704K – – –
FG
1036
Fiduciary Group
Georgia
$699K -$2.52K -25 -0.3%
KIA
1037
KCM Investment Advisors
California
$698K -$19.4K -193 -3%
JAFL
1038
Jay A. Fishman Ltd
Michigan
$695K – – –
IAIM
1039
International Assets Investment Management
Florida
$695K +$47.3K +470 +7%
PFGIA
1040
Patriot Financial Group Insurance Agency
Massachusetts
$692K +$46K +457 +7%
PWPS
1041
Pinnacle Wealth Planning Services
Ohio
$691K +$13.2K +131 +2%
FAM
1042
Formidable Asset Management
Ohio
$690K – – –
LFF
1043
Level Four Financial
Texas
$689K +$17.1K +170 +2%
AP
1044
Americana Partners
Texas
$689K +$732K +7,278 New
GCAC
1045
Guardian Capital Advisors (Canada)
Ontario, Canada
$688K -$10.1K -100 -1%
SW
1046
SteelPeak Wealth
California
$688K +$311K +3,088 +74%
ACM
1047
Azimuth Capital Management
Michigan
$687K – – –
WCAMG
1048
Woodard & Company Asset Management Group
North Carolina
$686K – – –
FHA
1049
Flagship Harbor Advisors
Massachusetts
$682K – – –
CAMG
1050
CWA Asset Management Group
Florida
$680K -$5.93K -59 -0.8%
40 41
42
43 44