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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1251
Tompkins Financial
New York
$325K – – –
MFG
1252
Magnus Financial Group
New York
$325K +$34K +441 +11%
JIP
1253
JBJ Investment Partners
South Carolina
$325K +$50.5K +655 +18%
PFWA
1254
Paces Ferry Wealth Advisors
Georgia
$323K +$333K +4,314 New
MWM
1255
Modera Wealth Management
New Jersey
$321K – – –
RB
1256
Rodgers Brothers
Pennsylvania
$321K – – –
VWA
1257
Visionary Wealth Advisors
Illinois
$320K +$76.5K +992 +30%
BP
1258
BBR Partners
New York
$320K +$330K +4,271 New
FFN
1259
Focus Financial Network
Minnesota
$320K +$45.5K +590 +16%
PFGIA
1260
Patriot Financial Group Insurance Agency
Massachusetts
$319K +$23.5K +304 +8%
BCM
1261
Bluefin Capital Management
New York
$318K -$1.34M -17,398 Closed
FMP
1262
Financial Management Professionals
Texas
$318K – – –
PG
1263
Patten Group
Tennessee
$318K +$16.6K +215 +5%
TW
1264
Transform Wealth
Colorado
$316K -$5.01K -65 -2%
FPS
1265
Fieldpoint Private Securities
Connecticut
$316K +$50.6K +656 +18%
CA
1266
Calton & Associates
Florida
$316K +$102K +1,327 +46%
GCM
1267
Gables Capital Management
Florida
$315K – – –
RWP
1268
RWA Wealth Partners
Massachusetts
$315K +$1.23K +16 +0.4%
LI
1269
Lafayette Investments
Maryland
$314K – – –
BCWM
1270
Blue Chip Wealth Management
Florida
$314K +$56.9K +737 +21%
SC
1271
Schulhoff & Co
Ohio
$313K -$7.48K -97 -2%
BIM
1272
Baldwin Investment Management
Pennsylvania
$313K +$322K +4,175 New
MIH
1273
Meitav Investment House
Israel
$313K +$325K +4,212 New
AF
1274
Allworth Financial
California
$312K -$25.5K -330 -7%
LCM
1275
Laurion Capital Management
New York
$312K +$321K +4,162 New
49 50
51
52 53