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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
OBWG
1076
Onyx Bridge Wealth Group
New York
$977K +$80.2K +820 +9%
SCM
1077
Shelton Capital Management
Colorado
$975K -$58.7K -600 -6%
GA
1078
GoalVest Advisory
New York
$971K -$88.7K -907 -9%
MIM
1079
MTM Investment Management
South Carolina
$971K – – –
KFSC
1080
Keystone Financial Services (Colorado)
Colorado
$970K +$84K +859 +10%
FMC
1081
First Merchants Corp
Indiana
$967K +$933K +9,541 New
SWMP
1082
Signature Wealth Management Partners
New Jersey
$966K -$19.6K -200 -2%
AIA
1083
Alera Investment Advisors
Illinois
$959K +$588K +6,012 +174%
AWM
1084
Avior Wealth Management
Nebraska
$959K -$234K -2,394 -20%
RMSCM
1085
R.M. Sincerbeaux Capital Management
New York
$958K -$186K -1,900 -17%
IFAM
1086
Institutional & Family Asset Management
Colorado
$954K +$1.86K +19 +0.2%
ST
1087
Smithfield Trust
Pennsylvania
$948K +$2.64K +27 +0.3%
DBRC
1088
D.B. Root & Company
Pennsylvania
$946K +$10.9K +111 +1%
PF
1089
Phoenix Financial
Israel
$945K +$100K +1,027 +12%
SIMG
1090
Sonora Investment Management Group
Arizona
$944K – – –
TPWA
1091
TRUE Private Wealth Advisors
Oregon
$942K -$229K -2,341 -20%
KB
1092
Kimelman & Baird
New York
$942K +$909K +9,293 New
LCWP
1093
Legacy Capital Wealth Partners
Arkansas
$941K +$704K +7,199 +344%
FMII
1094
Farmers & Merchants Investments Inc
Nebraska
$939K +$147K +1,500 +19%
CPIG
1095
Chicago Partners Investment Group
Illinois
$938K +$35K +358 +5%
SB
1096
Strategic Blueprint
Georgia
$937K +$6.16K +63 +0.7%
WAM
1097
Walker Asset Management
Missouri
$933K -$94.6K -968 -10%
QWM
1098
Quadcap Wealth Management
Texas
$932K -$19.9K -204 -2%
SW
1099
SVB Wealth
Massachusetts
$931K -$304K -3,108 -25%
HIC
1100
Harvey Investment Company
Kentucky
$930K – – –
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