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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
PSFG
1201
Prairie Sky Financial Group
Illinois
$634K +$621K +6,496 New
BEI
1202
Benjamin Edwards Inc
Missouri
$634K -$955 -10 -0.2%
PMFA
1203
Plante Moran Financial Advisors
Michigan
$634K +$287 +3 +0%
BHWM
1204
Bar Harbor Wealth Management
New Hampshire
$628K -$79.8K -835 -11%
PJSIMP
1205
P.J. Schmidt Investment Management (PJS)
Wisconsin
$628K -$19K -199 -3%
PA
1206
Prossimo Advisors
California
$624K +$610K +6,389 New
FFP
1207
FourThought Financial Partners
Florida
$623K -$3.25K -34 -0.5%
PCS
1208
Personal CFO Solutions
New Jersey
$622K +$33.3K +348 +6%
ISL
1209
Ingalls & Snyder LLC
New York
$621K +$27.7K +290 +5%
GSC
1210
Grey Street Capital
Illinois
$618K +$27.1K +284 +5%
PWLP
1211
Prio Wealth Limited Partnership
Massachusetts
$616K -$5.92K -62 -1%
ACM
1212
Allred Capital Management
Texas
$616K +$1.05K +11 +0.2%
KWM
1213
Keebeck Wealth Management
Illinois
$616K -$47.8K -500 -7%
SFG
1214
Sovereign Financial Group
Connecticut
$616K +$153K +1,600 +34%
PGAM
1215
Princeton Global Asset Management
New Jersey
$614K -$987K -10,333 -62%
HW
1216
Hancock Whitney
Mississippi
$613K +$106K +1,107 +21%
PCG
1217
Prosperity Consulting Group
Maryland
$612K -$131K -1,367 -18%
HCM
1218
Howland Capital Management
Massachusetts
$611K – – –
ACIM
1219
Azimuth Capital Investment Management
Michigan
$610K – – –
WA
1220
Wambolt & Associates
Colorado
$609K -$24.5K -256 -4%
MIM
1221
Marco Investment Management
Georgia
$606K – – –
BMA
1222
Brooks Moore & Associates
Tennessee
$606K – – –
GCAC
1223
Guardian Capital Advisors (Canada)
Ontario, Canada
$604K -$47.8K -500 -8%
BFA
1224
BMS Financial Advisors
South Dakota
$604K -$215K -2,250 -27%
CWM
1225
Circle Wealth Management
New Jersey
$604K +$8.98K +94 +2%
47 48
49
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