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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
BHIA
1251
Birch Hill Investment Advisors
Massachusetts
$476K – – –
PIA
1252
Pinion Investment Advisors
Kansas
$475K -$14.8K -154 -3%
WDG
1253
Wealth Dimensions Group
Ohio
$474K +$19.3K +201 +4%
BP
1254
BBR Partners
New York
$474K +$40.2K +419 +10%
CCB
1255
Cutter & Co Brokerage
Missouri
$473K -$44K -459 -9%
WCM
1256
Wallace Capital Management
Texas
$472K -$91.2K -950 -17%
IBOK
1257
Independence Bank of Kentucky
Kentucky
$470K -$8.16K -85 -2%
BS
1258
Boenning & Scattergood
Pennsylvania
$470K – – –
TW
1259
Transform Wealth
Colorado
$470K +$1.05K +11 +0.2%
PG
1260
Patten Group
Tennessee
$468K +$1.92K +20 +0.4%
PWM
1261
PRW Wealth Management
Massachusetts
$468K +$213K +2,217 +88%
PCP
1262
Proficio Capital Partners
Massachusetts
$466K -$55.1K -574 -11%
TFA
1263
Toth Financial Advisory
Virginia
$466K -$29K -302 -6%
FMP
1264
Financial Management Professionals
Texas
$465K +$2.4K +25 +0.5%
GIP
1265
Greatmark Investment Partners
Georgia
$464K -$89.7K -935 -17%
MA
1266
MJP Associates
Connecticut
$464K +$7K +73 +2%
RMC
1267
Resources Management Corp
Connecticut
$462K – – –
WFI
1268
West Family Investments
California
$462K +$447K +4,662 New
HGWM
1269
Horst & Graben Wealth Management
Oregon
$459K +$4.03K +42 +0.9%
SC
1270
Steph & Co
Wisconsin
$456K +$20.2K +211 +5%
OBWG
1271
Onyx Bridge Wealth Group
New York
$454K -$219K -2,280 -33%
HTHT
1272
Hemenway Trust Hemenway Trust
New Hampshire
$451K -$7.58K -79 -2%
EDRIA
1273
Edmonds Duncan Registered Investment Advisors
Kansas
$451K – – –
CTA
1274
Colonial Trust Advisors
South Carolina
$450K – – –
HWA
1275
HCR Wealth Advisors
California
$448K +$288 +3 +0.1%
49 50
51
52 53