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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
RDM
1201
Retirement Design & Management
Connecticut
$341K – – –
EFSCE
1202
Enterprise Financial Services Corp (EFSC)
Missouri
$338K -$52.5K -605 -14%
CIM
1203
Cetera Investment Management
California
$335K +$330K +3,801 New
CG
1204
Colony Group
Massachusetts
$334K -$196K -2,255 -37%
FM
1205
Family Management
New York
$333K -$76.6K -883 -19%
OCG
1206
Opus Capital Group
Ohio
$333K -$16.5K -190 -5%
PHAM
1207
Palisades Hudson Asset Management
Florida
$332K – – –
WCM
1208
Weatherstone Capital Management
Colorado
$332K +$99.9K +1,151 +44%
WC
1209
Whitney & Co
New York
$331K -$13K -150 -4%
LI
1210
Lafayette Investments
Maryland
$329K – – –
PP
1211
Pegasus Partners
Wisconsin
$327K +$21.7K +250 +7%
WCM
1212
Wallace Capital Management
Texas
$325K – – –
HI
1213
Hudock Inc
Pennsylvania
$319K +$2.26K +26 +0.7%
BHTS
1214
Bar Harbor Trust Services
Maine
$317K – – –
HHGA
1215
Halbert Hargrove Global Advisors
California
$317K +$608 +7 +0.2%
ACM
1216
Argyle Capital Management
Pennsylvania
$316K – – –
CHAM
1217
Clear Harbor Asset Management
Connecticut
$316K – – –
FMC
1218
First Merchants Corp
Indiana
$316K – – –
MCM
1219
Marathon Capital Management
Maryland
$316K +$10.8K +124 +4%
NL
1220
NWAM LLC
Washington
$315K -$36.3K -418 -10%
DDC
1221
DF Dent & Co
Maryland
$312K -$162K -1,872 -35%
DAS
1222
Dynamic Advisor Solutions
Arizona
$311K -$781 -9 -0.3%
PFA
1223
Pure Financial Advisors
California
$309K +$32.7K +377 +12%
CFP
1224
Cornerstone Financial Partners
North Carolina
$309K +$304K +3,501 New
TG
1225
TLP Group
Illinois
$309K +$305K +3,513 New
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