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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
ST
1201
Semper Trust
Pennsylvania
$281K – – –
MCM
1202
Marathon Capital Management
Maryland
$279K – – –
PP
1203
Pegasus Partners
Wisconsin
$279K +$286K +3,475 New
RB
1204
Rodgers Brothers
Pennsylvania
$276K +$10.7K +130 +4%
CCM
1205
Check Capital Management
California
$274K – – –
SWM
1206
Segment Wealth Management
Texas
$274K +$281K +3,416 New
MMM
1207
Mendel Money Management
Illinois
$273K -$12.3K -150 -4%
NPA
1208
Nichols & Pratt Advisers
Massachusetts
$273K – – –
DIP
1209
DT Investment Partners
Pennsylvania
$273K +$280K +3,399 New
SFM
1210
Signet Financial Management
New Jersey
$271K +$42.2K +513 +18%
MHIM
1211
MacNealy Hoover Investment Management
Ohio
$269K – – –
HFS
1212
Haverford Financial Services
Pennsylvania
$265K -$21.1K -257 -7%
WP
1213
WealthPLAN Partners
Nebraska
$265K -$658 -8 -0.2%
AHC
1214
Adell Harriman & Carpenter
Texas
$265K -$8.23K -100 -3%
LCM
1215
Lucas Capital Management
New Jersey
$263K – – –
BDF
1216
Balasa Dinverno & Foltz
$262K -$289K -3,516 -52%
PGA
1217
Portland Global Advisors
Maine
$260K +$267K +3,242 New
VFAM
1218
Valley Forge Asset Management
Pennsylvania
$259K -$333K -4,050 -56%
PCM
1219
Princeton Capital Management
New Jersey
$259K – – –
IC
1220
Intersect Capital
California
$259K +$24.5K +298 +10%
OIM
1221
Orca Investment Management
Oregon
$258K -$824K -10,020 -76%
LC
1222
Lincoln Capital
Nebraska
$258K -$327K -3,979 -55%
AWM
1223
AllSquare Wealth Management
New York
$258K – – –
FMP
1224
Financial Management Professionals
Texas
$256K – – –
OA
1225
Outfitter Advisors
Virginia
$255K – – –
47 48
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