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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
MBT
1101
Montecito Bank & Trust
California
$761K -$1.21M -11,900 -61%
HIIFS
1102
Harel Insurance Investments & Financial Services
Israel
$760K -$1.51M -14,800 -66%
OSNBOA
1103
Old Second National Bank of Aurora
Illinois
$760K -$3.57K -35 -0.5%
DWM
1104
Drive Wealth Management
Utah
$760K +$18.8K +184 +2%
CFAM
1105
Center For Asset Management
Florida
$760K +$785K +7,696 New
MPM
1106
Meritage Portfolio Management
Kansas
$759K +$2.04K +20 +0.3%
CWM
1107
Chemistry Wealth Management
New York
$758K +$25K +245 +3%
NLP
1108
Next Level Private
New York
$758K +$783K +7,678 New
AMC
1109
Asset Management Corp
Illinois
$755K +$47.9K +470 +7%
SFP
1110
Sweet Financial Partners
Minnesota
$754K +$130K +1,278 +20%
BHWM
1111
Bar Harbor Wealth Management
New Hampshire
$752K +$776K +7,615 New
GA
1112
GoalVest Advisory
New York
$751K +$767K +7,520 +5,529%
FWM
1113
Frontier Wealth Management
Missouri
$746K -$1.45M -14,212 -65%
MHIC
1114
Marble Harbor Investment Counsel
Massachusetts
$745K – – –
RDWM
1115
Red Door Wealth Management
Tennessee
$745K +$52.1K +511 +7%
JIC
1116
Joel Isaacson & Co
New York
$745K +$78.9K +774 +11%
RMDI
1117
R.M. Davis Inc
Maine
$740K +$102K +1,000 +15%
PMFA
1118
Plante Moran Financial Advisors
Michigan
$736K +$445K +4,368 +141%
CCG
1119
Capital CS Group
California
$736K +$760K +7,454 New
BIP
1120
Blueprint Investment Partners
North Carolina
$734K +$149K +1,457 +24%
TFA
1121
Transamerica Financial Advisors
Florida
$733K +$756K +7,417 +105,957%
EFI
1122
EHP Funds Inc
Canada
$731K -$347K -3,400 -31%
AIM
1123
Avity Investment Management
Connecticut
$723K – – –
KWM
1124
Keebeck Wealth Management
Illinois
$723K +$51K +500 +7%
VT
1125
Vise Technologies
New York
$721K -$289K -2,838 -28%
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