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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
1226
Carmichael Hill & Associates
Maryland
$501K – – –
CG
1227
Colony Group
Massachusetts
$501K +$174K +1,670 +50%
BJL
1228
Brighton Jones LLC
Washington
$498K -$22.8K -219 -4%
AAIM
1229
American Assets Investment Management
California
$497K – – –
MAM
1230
Meeder Asset Management
Ohio
$496K -$206K -1,976 -28%
GC
1231
Garde Capital
Washington
$496K -$28.7K -276 -5%
SG
1232
StoneX Group
New York
$495K -$25.4K -244 -5%
WAM
1233
Weatherly Asset Management
California
$494K – – –
AWE
1234
Avidian Wealth Enterprises
Texas
$492K -$114K -1,096 -18%
PCG
1235
Private Capital Group
Connecticut
$492K +$36.5K +350 +8%
CCT
1236
Country Club Trust
Missouri
$491K – – –
TFO
1237
Tarbox Family Office
California
$488K -$312 -3 -0.1%
NAM
1238
NTV Asset Management
West Virginia
$485K -$20.4K -196 -4%
IIC
1239
Integrated Investment Consultants
Michigan
$485K +$509K +4,883 New
ANRIA
1240
American National Registered Investment Advisor
Texas
$482K – – –
IWM
1241
IHT Wealth Management
Illinois
$477K -$129K -1,241 -20%
RPC
1242
Rossmore Private Capital
Connecticut
$477K -$18.5K -178 -4%
HI
1243
Hendershot Investments
Virginia
$474K -$15.6K -150 -3%
SBWIC
1244
Schaper Benz & Wise Investment Counsel
Wisconsin
$472K -$41.7K -400 -8%
WTFG
1245
Wells Trecaso Financial Group
Ohio
$472K +$48.2K +463 +11%
TWM
1246
Torch Wealth Management
Ohio
$470K – – –
BPB
1247
Badgley, Phelps & Bell
Washington
$470K +$50.6K +486 +11%
PCA
1248
Personal Capital Advisors
California
$470K +$140K +1,345 +40%
ALIONA
1249
Allianz Life Insurance of North America
Minnesota
$470K +$493K +4,731 New
PAMG
1250
Patton Albertson Miller Group
Tennessee
$468K -$252K -2,420 -34%
48 49
50
51 52