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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
QL
1026
Quarry LP
New York
$913K +$631K +6,330 +207%
LI
1027
LMCG Investments
Massachusetts
$912K -$7.77K -78 -0.8%
FOFP
1028
Fee-Only Financial Planning
South Carolina
$909K – – –
TSWM
1029
Triangle Securities Wealth Management
North Carolina
$908K – – –
IFAM
1030
Institutional & Family Asset Management
Colorado
$907K +$1.5K +15 +0.2%
GD
1031
Grandfield & Dodd
New York
$907K – – –
CBFP
1032
Cedar Brook Financial Partners
Ohio
$906K +$67.4K +676 +8%
MWM
1033
Marion Wealth Management
Pennsylvania
$905K +$60.1K +603 +7%
GC
1034
Gilbert & Cook
Iowa
$905K +$8.07K +81 +0.9%
FTDI
1035
First Trust Direct Indexing
Massachusetts
$900K +$84.2K +845 +10%
AFG
1036
Atomi Financial Group
New York
$900K +$923K +9,259 New
DSA
1037
Droms Strauss Advisors
Missouri
$896K – – –
GVAG
1038
Great Valley Advisor Group
Delaware
$895K -$2.49K -25 -0.3%
EWA
1039
Exencial Wealth Advisors
Oklahoma
$894K +$27K +271 +3%
VAS
1040
Valicenti Advisory Services
New York
$892K -$46.3K -465 -5%
QI
1041
Qtron Investments
Massachusetts
$889K – – –
AA
1042
Ancora Advisors
Ohio
$886K -$19.6K -197 -2%
AIM
1043
Aigen Investment Management
New York
$883K -$919K -9,219 -50%
FLPIM
1044
F.L. Putnam Investment Management
Massachusetts
$883K +$62.9K +631 +7%
WAM
1045
Walker Asset Management
Missouri
$877K +$897 +9 +0.1%
CLOS
1046
Compagnie Lombard Odier SCmA
Switzerland
$876K -$379K -3,800 -30%
YAM
1047
Yacktman Asset Management
Texas
$875K -$79.7K -800 -8%
BONH
1048
Bank of New Hampshire
New Hampshire
$875K -$49.8K -500 -5%
WAP
1049
Wealthcare Advisory Partners
Pennsylvania
$872K +$12.6K +126 +1%
AMC
1050
Asset Management Corp
Illinois
$870K +$135K +1,350 +18%
40 41
42
43 44