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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
HNWAG
1201
High Net Worth Advisory Group
Florida
$563K +$554K +5,926 New
NMIMC
1202
Northwestern Mutual Investment Management Company
Wisconsin
$562K +$1.4K +15 +0.3%
SCM
1203
Schnieders Capital Management
California
$555K +$2.34K +25 +0.4%
ACM
1204
Armbruster Capital Management
New York
$554K – – –
RWA
1205
Ropes Wealth Advisors
Massachusetts
$552K -$35.3K -378 -6%
DP
1206
Dearborn Partners
Illinois
$549K -$110K -1,175 -17%
DWM
1207
Drive Wealth Management
Utah
$549K +$533K +5,707 New
GP
1208
Girard Partners
Pennsylvania
$548K -$38.5K -412 -7%
PFS
1209
Physicians Financial Services
North Carolina
$548K +$8.22K +88 +2%
PCM
1210
Pointe Capital Management
Michigan
$548K +$48.9K +523 +10%
FPS
1211
Fieldpoint Private Securities
Connecticut
$546K -$7.48K -80 -1%
MWM
1212
Mattern Wealth Management
Kansas
$545K +$2.62K +28 +0.5%
AC
1213
Abbrea Capital
California
$544K +$60.4K +646 +13%
WKWM
1214
Walter & Keenan Wealth Management
Indiana
$541K -$495K -5,299 -48%
EA
1215
Eudaimonia Advisors
Tennessee
$541K +$532K +5,691 New
ACA
1216
Aptus Capital Advisors
Alabama
$537K +$10.5K +112 +2%
SW
1217
SteelPeak Wealth
California
$536K -$151K -1,618 -22%
SPWM
1218
Schrum Private Wealth Management
Florida
$536K +$525K +5,620 New
PL
1219
Plancorp LLC
Missouri
$534K +$4.67K +50 +0.9%
TC
1220
Titleist Capital
Texas
$534K +$526K +5,626 New
UAML
1221
US Asset Management LLC
Pennsylvania
$533K -$374 -4 -0.1%
MA
1222
MBA Advisors
Pennsylvania
$533K – – –
CGH
1223
CMG Global Holdings
Texas
$532K +$93 +1 +0%
NAS
1224
Nicolet Advisory Services
Wisconsin
$532K +$654 +7 +0.1%
GW
1225
GW & Wade
Massachusetts
$532K +$217K +2,318 +71%
47 48
49
50 51