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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
DOA
1201
D'Orazio & Associates
Virginia
$488K +$29.2K +354 +7%
SCM
1202
Spreng Capital Management
Ohio
$487K +$472K +5,731 New
AB
1203
Atlas Brown
Kentucky
$486K -$495 -6 -0.1%
WCM
1204
Wallace Capital Management
Texas
$486K +$41.2K +500 +10%
CWM
1205
Calamos Wealth Management
Illinois
$484K -$2.75M -33,357 -85%
WA
1206
Wealth Architects
California
$484K -$10.7K -130 -2%
OAM
1207
Occidental Asset Management
California
$484K +$241K +2,920 +105%
SWP
1208
Summit Wealth Partners
Florida
$481K +$466K +5,658 New
BMO
1209
Beck Mack & Oliver
New York
$481K -$4.12K -50 -0.9%
PWLP
1210
Prio Wealth Limited Partnership
Massachusetts
$481K – – –
LOPW
1211
Live Oak Private Wealth
North Carolina
$481K +$466K +5,658 New
BP
1212
Ballentine Partners
Massachusetts
$478K -$34.9K -424 -7%
TFS
1213
Thoroughbred Financial Services
Tennessee
$478K -$10.5K -127 -2%
DP
1214
Dearborn Partners
Illinois
$477K -$28.8K -350 -6%
EGA
1215
E&G Advisors
Texas
$477K – – –
DLA
1216
Douglas Lane & Associates
New York
$474K -$67.1K -814 -13%
AI
1217
Accredited Investors
Minnesota
$473K -$8.98K -109 -2%
TCM
1218
Tanaka Capital Management
New York
$472K – – –
LA
1219
LVW Advisors
New York
$470K +$20.2K +245 +5%
BHTS
1220
Bar Harbor Trust Services
Maine
$469K +$157K +1,908 +53%
BFC
1221
Bedel Financial Consulting
Indiana
$468K +$1.48K +18 +0.3%
CT
1222
Cambridge Trust
Massachusetts
$467K -$5.28K -64 -1%
MIM
1223
Marco Investment Management
Georgia
$466K – – –
DJSG
1224
D.J. St. Germain
Massachusetts
$464K +$60K +728 +15%
BCI
1225
Brinker Capital Investments
Pennsylvania
$463K -$9.56K -116 -2%
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