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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCMW
1226
Cypress Capital Management (Wyoming)
Wyoming
$609K -$50.5K -525 -7%
WEG
1227
World Equity Group
Illinois
$607K +$315K +3,274 +100%
PCS
1228
Personal CFO Solutions
New Jersey
$604K +$15.2K +158 +2%
PC
1229
Permit Capital
Pennsylvania
$604K – – –
FMLI
1230
Fukoku Mutual Life Insurance
Japan
$603K – – –
PSFG
1231
Prairie Sky Financial Group
Illinois
$601K – – –
CCFCSB
1232
Cape Cod Five Cents Savings Bank
Massachusetts
$600K +$303K +3,144 +94%
SWA
1233
Sax Wealth Advisors
New Jersey
$598K -$33.7K -350 -5%
BEI
1234
Benjamin Edwards Inc
Missouri
$598K -$3.18K -33 -0.5%
AWAU
1235
Alliance Wealth Advisors (Utah)
Utah
$598K -$20.6K -214 -3%
PFA
1236
Pure Financial Advisors
California
$597K +$53.9K +560 +10%
HCM
1237
Howland Capital Management
Massachusetts
$596K +$16.4K +170 +3%
APC
1238
Aspire Private Capital
North Carolina
$594K +$98.7K +1,025 +19%
LA
1239
Lifeworks Advisors
Michigan
$593K -$85K -883 -12%
FFP
1240
FourThought Financial Partners
Florida
$591K – – –
GSC
1241
Grey Street Capital
Illinois
$586K +$385 +4 +0.1%
PJSIMP
1242
P.J. Schmidt Investment Management (PJS)
Wisconsin
$586K +$192 +2 +0%
ACM
1243
Allred Capital Management
Texas
$586K +$1.54K +16 +0.3%
KWM
1244
Keebeck Wealth Management
Illinois
$582K -$2.79K -29 -0.5%
ZIC
1245
ZWJ Investment Counsel
Georgia
$582K +$67.7K +703 +13%
FAN
1246
Financial Advisors Network
California
$581K +$604K +6,272 New
SSWM
1247
Smith Salley Wealth Management
North Carolina
$576K -$51.9K -539 -8%
FA
1248
Fiducient Advisors
Illinois
$576K +$599K +6,223 New
BMA
1249
Brooks Moore & Associates
Tennessee
$575K – – –
WA
1250
Wealth Architects
California
$574K +$5.97K +62 +1%
48 49
50
51 52