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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1251
BluePath Capital Management
Georgia
$616K +$46.5K +504 +8%
MHIC
1252
Marble Harbor Investment Counsel
Massachusetts
$616K -$6.09K -66 -1%
NB
1253
Nicolet Bankshares
Wisconsin
$616K -$2.21K -24 -0.4%
CAL
1254
Capital Analysts LLC
Pennsylvania
$615K +$738 +8 +0.1%
DSC
1255
Duncker Streett & Co
Missouri
$614K -$166K -1,797 -21%
DAM
1256
Delta Asset Management
Tennessee
$614K -$55.3K -600 -8%
VCM
1257
Virtue Capital Management
Tennessee
$614K -$282K -3,060 -31%
WCAMG
1258
Woodard & Company Asset Management Group
North Carolina
$613K -$55.3K -600 -8%
EIP
1259
Ellis Investment Partners
Pennsylvania
$611K -$15.3K -166 -2%
BJL
1260
Brighton Jones LLC
Washington
$606K -$61.5K -667 -9%
PA
1261
Parkside Advisors
California
$606K -$7.1K -77 -1%
UAG
1262
United Advisor Group
Ohio
$606K +$308K +3,342 +102%
KA
1263
Kovack Advisors
Florida
$605K +$57.5K +624 +10%
EAM
1264
Evanson Asset Management
California
$604K -$280K -3,041 -32%
CPA
1265
Capital Planning Advisors
California
$599K +$645 +7 +0.1%
TAM
1266
Taurus Asset Management
New York
$597K -$48K -520 -7%
TF
1267
Tompkins Financial
New York
$597K -$11K -119 -2%
PCS
1268
Personal CFO Solutions
New Jersey
$596K +$45.3K +491 +8%
PPWP
1269
Premier Path Wealth Partners
New Jersey
$596K -$96.2K -1,043 -14%
GWM
1270
Gibbs Wealth Management
Georgia
$595K +$598K +6,489 New
1WM
1271
1900 Wealth Management
Texas
$594K -$41.6K -451 -7%
FA
1272
Fiducient Advisors
Illinois
$593K +$53.5K +580 +10%
ACM
1273
Allred Capital Management
Texas
$593K +$11.7K +127 +2%
HWA
1274
HCR Wealth Advisors
California
$592K -$12.7K -138 -2%
GM
1275
GeoWealth Management
Illinois
$589K +$193K +2,096 +48%
49 50
51
52 53