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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
1101
Berman Capital Advisors
Georgia
$459K +$129K +1,567 +33%
NIM
1102
Northeast Investment Management
Massachusetts
$457K -$19.7K -239 -4%
MPM
1103
Meritage Portfolio Management
Kansas
$457K +$165 +2 +0%
DAC
1104
Dividend Assets Capital
South Carolina
$456K – – –
RCA
1105
Ranch Capital Advisors
Florida
$456K – – –
SC
1106
SRB Corp
Massachusetts
$449K – – –
WA
1107
WBH Advisory
Maryland
$446K -$4.12K -50 -0.8%
SIA
1108
Sit Investment Associates
Minnesota
$445K – – –
CWM
1109
Chesapeake Wealth Management
Virginia
$443K -$14.4K -175 -3%
MGIM
1110
M&G Investment Management
United Kingdom
$441K -$21.8K -265 -4%
HA
1111
H2O AM
United Kingdom
$440K +$496K +6,032 New
TFA
1112
Toth Financial Advisory
Virginia
$438K -$60.8K -739 -11%
TWP
1113
Tempus Wealth Planning
California
$438K – – –
HWA
1114
Heritage Way Advisors
Illinois
$437K +$181K +2,205 +58%
HI
1115
Hendershot Investments
Virginia
$436K -$4.53K -55 -0.9%
SCM
1116
SOL Capital Management
Maryland
$436K – – –
PCA
1117
Personal Capital Advisors
California
$433K +$172K +2,096 +54%
WB
1118
Webster Bank
Connecticut
$432K -$83.4K -1,014 -15%
UAS
1119
United Asset Strategies
New York
$431K -$43.1K -524 -8%
VWM
1120
Valley Wealth Managers
New Jersey
$431K -$37K -450 -7%
SMC
1121
Smith, Moore & Co
Missouri
$429K -$74K -899 -13%
DP
1122
Dearborn Partners
Illinois
$429K +$22.6K +275 +5%
IWC
1123
Integrated Wealth Concepts
Massachusetts
$428K -$138K -1,677 -22%
MWM
1124
Mattern Wealth Management
Kansas
$428K -$10.2K -124 -2%
BCI
1125
Brinker Capital Investments
Pennsylvania
$428K +$35.1K +427 +8%
43 44
45
46 47