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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
1051
Ipswich Investment Management
Massachusetts
$929K – – –
H
1052
HoyleCohen
California
$923K -$1.11K -12 -0.1%
BW
1053
Bison Wealth
Georgia
$922K -$13K -141 -1%
WTA
1054
Washington Trust Advisors
Massachusetts
$922K -$73.7K -800 -8%
M1FG
1055
Mach-1 Financial Group
Arkansas
$919K -$772K -8,375 -46%
CFA
1056
CWS Financial Advisors
Michigan
$918K -$38.2K -415 -4%
SWMP
1057
Signature Wealth Management Partners
New Jersey
$916K – – –
PA
1058
Planning Alternatives
Michigan
$914K – – –
MAP
1059
Managed Asset Portfolios
Michigan
$911K +$328K +3,560 +58%
PWPS
1060
Pinnacle Wealth Planning Services
Ohio
$911K -$17.1K -186 -2%
WAP
1061
Wealthcare Advisory Partners
Pennsylvania
$910K +$112K +1,217 +14%
CW
1062
CIC Wealth
Maryland
$909K -$75.8K -823 -8%
EAM
1063
Evanson Asset Management
California
$906K -$6.73K -73 -0.8%
ET
1064
Equitable Trust
Tennessee
$902K – – –
MIM
1065
MTM Investment Management
South Carolina
$901K – – –
ICG
1066
InterOcean Capital Group
Tennessee
$899K -$687K -7,454 -44%
GIBU
1067
Gulf International Bank (UK)
United Kingdom
$894K -$194K -2,103 -18%
UWS
1068
Unique Wealth Strategies
Illinois
$889K +$870K +9,446 New
VCS
1069
Vaughan & Co Securities
New Jersey
$889K +$7.19K +78 +0.8%
SHA
1070
Seneca House Advisors
Virginia
$888K -$7.55K -82 -0.9%
VAS
1071
Valicenti Advisory Services
New York
$888K +$31.3K +340 +4%
SC
1072
Syon Capital
California
$885K +$256K +2,780 +42%
CP
1073
Covenant Partners
Tennessee
$884K -$11.6K -126 -1%
ST
1074
Smithfield Trust
Pennsylvania
$883K -$47.6K -517 -5%
IFAM
1075
Institutional & Family Asset Management
Colorado
$882K +$1.57K +17 +0.2%
41 42
43
44 45