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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1176
Tanaka Capital Management
New York
$681K – – –
CI
1177
CX Institutional
Indiana
$680K +$276K +2,888 +71%
PAI
1178
Pittenger & Anderson Inc
Nebraska
$678K +$19.1K +200 +3%
CST
1179
Charles Schwab Trust
Nevada
$676K +$6.31K +66 +0.9%
PWM
1180
Perigon Wealth Management
California
$676K +$75.1K +786 +13%
CAL
1181
Capital Analysts LLC
Pennsylvania
$674K -$12.6K -132 -2%
TF
1182
Tompkins Financial
New York
$672K – – –
SWA
1183
Sax Wealth Advisors
New Jersey
$665K – – –
NB
1184
Nicolet Bankshares
Wisconsin
$664K -$97.1K -1,016 -13%
CPA
1185
Capital Planning Advisors
California
$662K +$5.54K +58 +0.9%
SSWM
1186
Smith Salley Wealth Management
North Carolina
$660K +$51.1K +535 +9%
EIP
1187
Ellis Investment Partners
Pennsylvania
$658K +$2.96K +31 +0.5%
GGS
1188
Galvin Gaustad & Stein
Arizona
$656K -$26.9K -282 -4%
AAMC
1189
Asset Allocation & Management Company
Illinois
$656K – – –
MAM
1190
Madison Asset Management
Wisconsin
$654K – – –
PA
1191
Parkside Advisors
California
$652K – – –
FFG
1192
Frisch Financial Group
New York
$652K +$22K +230 +4%
AWAU
1193
Alliance Wealth Advisors (Utah)
Utah
$651K +$14.1K +148 +2%
PIA
1194
Pinion Investment Advisors
Kansas
$646K +$89K +932 +16%
GM
1195
GeoWealth Management
Illinois
$646K +$540K +5,647 +585%
CWS
1196
Cypress Wealth Services
California
$645K +$192K +2,009 +45%
LSA
1197
Lion Street Advisors
Texas
$642K +$112K +1,170 +21%
AT
1198
Arvest Trust
Oklahoma
$641K +$150K +1,565 +32%
PC
1199
Permit Capital
Pennsylvania
$637K – – –
FMLI
1200
Fukoku Mutual Life Insurance
Japan
$636K – – –
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