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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1176
WP Advisors
California
$792K +$27K +276 +4%
DA
1177
Dover Advisors
Virginia
$790K -$12.4K -127 -2%
NHT
1178
New Hampshire Trust
New Hampshire
$790K -$880 -9 -0.1%
EWA
1179
EverSource Wealth Advisors
Alabama
$788K +$130K +1,333 +24%
HA
1180
Herold Advisors
New York
$788K -$18.6K -190 -2%
IA
1181
IFG Advisors
Missouri
$786K – – –
KWS
1182
Keystone Wealth Services
California
$785K -$6.16K -63 -0.8%
MP
1183
McDonald Partners
Ohio
$780K +$6.45K +66 +0.9%
CFO
1184
CVA Family Office
Colorado
$778K -$6.94K -71 -0.9%
AA
1185
Ancora Advisors
Ohio
$778K -$32.4K -331 -4%
CW
1186
CIC Wealth
Maryland
$778K -$189K -1,936 -20%
FSA
1187
Franklin Street Advisors
North Carolina
$777K – – –
BTWM
1188
Baker Tilly Wealth Management
Wisconsin
$776K -$1.04M -10,603 -58%
YIH
1189
Y-Intercept (HK)
Hong Kong
$776K +$410K +4,197 +121%
LSAG
1190
Lake Street Advisors Group
New Hampshire
$772K +$28.7K +294 +4%
CAL
1191
Capital Analysts LLC
Pennsylvania
$772K +$88.8K +908 +14%
SSG
1192
Summit Securities Group
New York
$770K +$704K +7,200 +1,800%
WIA
1193
World Investment Advisors
California
$770K +$743K +7,597 New
MBT
1194
Montecito Bank & Trust
California
$769K -$17.4K -178 -2%
MIM
1195
Morningstar Investment Management
Illinois
$767K -$64.5K -660 -8%
MLA
1196
My Legacy Advisors
Oregon
$766K -$1.07K -11 -0.1%
BCM
1197
BluePath Capital Management
Georgia
$762K +$77.8K +796 +12%
SIM
1198
Sentry Investment Management
Wisconsin
$762K -$151K -1,541 -17%
AOWM
1199
Alpha Omega Wealth Management
Virginia
$757K -$10.8K -110 -1%
NAMNJ
1200
NorthStar Asset Management (New Jersey)
New Jersey
$756K +$1.56K +16 +0.2%
46 47
48
49 50