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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
HNWAG
1126
High Net Worth Advisory Group
Florida
$616K +$47.7K +500 +7%
MWM
1127
Modera Wealth Management
New Jersey
$613K +$53.3K +559 +8%
MWM
1128
Marion Wealth Management
Pennsylvania
$612K +$95.6K +1,002 +16%
PJSIMP
1129
P.J. Schmidt Investment Management (PJS)
Wisconsin
$610K +$4.86K +51 +0.7%
BO
1130
BRR OpCo
Ohio
$610K +$700K +7,343 New
KWM
1131
Keebeck Wealth Management
Illinois
$609K – – –
WT
1132
Washington Trust
Rhode Island
$609K +$12K +126 +2%
PMFA
1133
Plante Moran Financial Advisors
Michigan
$608K -$13.1K -137 -2%
KFSC
1134
Keystone Financial Services (Colorado)
Colorado
$606K -$18.7K -196 -3%
SMC
1135
Smith, Moore & Co
Missouri
$606K +$71.7K +752 +11%
BW
1136
Bison Wealth
Georgia
$604K +$68.3K +716 +11%
AP
1137
Americana Partners
Texas
$603K +$202K +2,119 +41%
WCAMG
1138
Woodard & Company Asset Management Group
North Carolina
$600K – – –
TF
1139
Tompkins Financial
New York
$599K – – –
RDWM
1140
Red Door Wealth Management
Tennessee
$598K -$32.2K -338 -4%
LMKC
1141
L.M. Kohn & Company
Ohio
$597K -$95 -1 -0%
JAFL
1142
Jay A. Fishman Ltd
Michigan
$596K – – –
SF
1143
Summit Financial
New Jersey
$591K +$72.5K +760 +12%
RB
1144
Renasant Bank
Mississippi
$591K +$116K +1,213 +21%
CCMW
1145
Cypress Capital Management (Wyoming)
Wyoming
$589K – – –
FWTB
1146
First Western Trust Bank
Colorado
$588K -$95.5K -1,001 -12%
QI
1147
Qtron Investments
Massachusetts
$587K -$291K -3,052 -30%
PCMN
1148
Paradigm Capital Management (Nevada)
Nevada
$586K -$11.9K -125 -2%
TAM
1149
Taurus Asset Management
New York
$586K -$2.38K -25 -0.4%
CFG
1150
Compton Financial Group
Maryland
$586K – – –
44 45
46
47 48