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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
1126
CWS Financial Advisors
Michigan
$870K +$782 +8 +0.1%
TCA
1127
Transcend Capital Advisors
New Jersey
$869K +$125K +1,276 +17%
GM
1128
GeoWealth Management
Illinois
$867K +$208K +2,126 +33%
WI
1129
WBI Investments
New Jersey
$863K -$811K -8,293 -49%
GWM
1130
Gibbs Wealth Management
Georgia
$862K +$197K +2,018 +31%
SP
1131
Stablepoint Partners
Massachusetts
$862K -$35.4K -362 -5%
KCM
1132
Kanawha Capital Management
Virginia
$861K +$123K +1,258 +17%
MWM
1133
Mission Wealth Management
California
$860K -$86.2K -882 -9%
PP
1134
Patten & Patten
Tennessee
$854K +$7.82K +80 +1%
MC
1135
McMorgan & Co
California
$854K -$167K -1,707 -17%
FMTC
1136
Farmers & Merchants Trust Company
California
$850K -$12.9K -132 -2%
BOH
1137
Bank of Hawaii
Hawaii
$849K -$223K -2,281 -21%
APC
1138
Aspire Private Capital
North Carolina
$847K +$91.9K +940 +13%
LGG
1139
Luts & Greenleigh Group
Maryland
$847K +$817K +8,359 New
TC
1140
TwinBeech Capital
New York
$847K -$35.6M -363,837 -98%
CP
1141
Castleview Partners
Texas
$844K +$263K +2,688 +48%
LI
1142
LMCG Investments
Massachusetts
$843K -$80.7K -825 -9%
RCA
1143
Ranch Capital Advisors
Florida
$842K +$11.9K +122 +2%
AAIM
1144
Asset Advisors Investment Management
Georgia
$841K +$812K +8,300 New
NS
1145
NBC Securities
Alabama
$840K -$85.6K -876 -10%
DI
1146
DDFG Inc
California
$839K +$810K +8,283 New
V
1147
ViaWealth
Kansas
$837K – – –
GBT
1148
Grove Bank & Trust
Florida
$835K -$104K -1,067 -11%
HAS
1149
Holland Advisory Services
Florida
$834K +$10.9K +111 +1%
PIMG
1150
Patriot Investment Management Group
Tennessee
$832K -$7.24K -74 -0.9%
44 45
46
47 48