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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
QCG
1076
Quadrant Capital Group
Ohio
$648K +$42.2K +497 +7%
FMWA
1077
Forvis Mazars Wealth Advisors
Missouri
$647K -$230K -2,704 -27%
FAM
1078
Formidable Asset Management
Ohio
$646K +$11K +130 +2%
VNA
1079
Valley National Advisers
Pennsylvania
$643K -$6.37K -75 -1%
WCAMG
1080
Woodard & Company Asset Management Group
North Carolina
$642K – – –
AAS
1081
Annex Advisory Services
Wisconsin
$640K -$37K -436 -6%
PFM
1082
Parsec Financial Management
North Carolina
$640K +$9.34K +110 +2%
IWC
1083
Integrated Wealth Concepts
Massachusetts
$635K +$70.3K +828 +13%
MIM
1084
Marco Investment Management
Georgia
$633K +$49.8K +587 +9%
VCS
1085
Vaughan & Co Securities
New Jersey
$631K – – –
PWPS
1086
Pinnacle Wealth Planning Services
Ohio
$631K +$27.9K +328 +5%
MWM
1087
Meridian Wealth Management
Kentucky
$628K +$19.6K +231 +3%
CFG
1088
Compton Financial Group
Maryland
$627K – – –
IC
1089
IEQ Capital
California
$627K +$600K +7,065 New
CCM
1090
Chilton Capital Management
Texas
$626K +$4.67K +55 +0.8%
CIC
1091
Carnegie Investment Counsel
Ohio
$626K +$180K +2,125 +43%
PIMG
1092
Patriot Investment Management Group
Tennessee
$624K +$144K +1,701 +32%
CW
1093
CreativeOne Wealth
Kansas
$624K +$215K +2,535 +56%
AOWM
1094
Alpha Omega Wealth Management
Virginia
$623K +$2.97K +35 +0.5%
EIP
1095
Ellis Investment Partners
Pennsylvania
$622K -$28.1K -331 -5%
DAM
1096
Diamant Asset Management
Connecticut
$621K – – –
CAM
1097
Columbia Asset Management
Michigan
$615K -$29.7K -350 -5%
NCM
1098
Next Capital Management
New York
$614K – – –
ACM
1099
Allred Capital Management
Texas
$612K -$159K -1,871 -21%
OBWG
1100
Onyx Bridge Wealth Group
New York
$610K +$2.8K +33 +0.5%
42 43
44
45 46