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Philip Morris

Name Holding Trade Value Shares
Change
Change in
Stake
CFP
1051
Catalyst Financial Partners
Massachusetts
$880K +$820K +8,690 New
CGA
1052
Crescent Grove Advisors
Illinois
$879K +$327K +3,467 +68%
WP
1053
WealthSource Partners
California
$876K +$83.8K +888 +11%
PCA
1054
Prosperity Capital Advisors
Ohio
$876K +$817K +8,653 New
CBFP
1055
Cedar Brook Financial Partners
Ohio
$874K +$32.9K +349 +4%
BIP
1056
Blueprint Investment Partners
North Carolina
$872K +$813K +8,619 New
WLIM
1057
White Lighthouse Investment Management
Massachusetts
$870K
DWP
1058
Daymark Wealth Partners
Ohio
$869K +$810K +8,583 New
KCM
1059
Kanawha Capital Management
Virginia
$868K +$11.8K +125 +1%
SFG
1060
Summit Financial Group
West Virginia
$862K
NAS
1061
Nicolet Advisory Services
Wisconsin
$862K +$192K +2,032 +32%
PP
1062
Patten & Patten
Tennessee
$861K
FCCM
1063
First City Capital Management
Georgia
$859K -$74.2K -786 -8%
WA
1064
WP Advisors
California
$856K +$11.2K +119 +1%
FLPIM
1065
F.L. Putnam Investment Management
Massachusetts
$855K -$74.3K -787 -9%
FTDI
1066
First Trust Direct Indexing
Massachusetts
$852K -$184K -1,951 -19%
NHT
1067
New Hampshire Trust
New Hampshire
$849K +$792K +8,390 New
CCA
1068
Cravens & Co Advisors
Tennessee
$849K +$791K +8,387 New
EI
1069
EDMP Inc
Florida
$848K
MWM
1070
Mission Wealth Management
California
$847K +$59.9K +635 +8%
GP
1071
Girard Partners
Pennsylvania
$847K +$173K +1,833 +28%
FNBOSM
1072
First National Bank of South Miami
Florida
$845K
BS
1073
Bessemer Securities
New York
$838K +$302K +3,200 +63%
Nomura Holdings
1074
Nomura Holdings
Japan
$837K -$37M -391,593 -98%
PIMG
1075
Patriot Investment Management Group
Tennessee
$837K +$94 +1 +0%