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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
TGAM
1251
TBH Global Asset Management
Tennessee
$833K +$116 +1 +0%
AOWM
1252
Alpha Omega Wealth Management
Virginia
$830K -$73.7K -634 -8%
BIG
1253
Brooklyn Investment Group
New York
$827K +$511K +4,402 +182%
DSA
1254
Droms Strauss Advisors
Missouri
$825K – – –
TF
1255
Tompkins Financial
New York
$823K -$29.9K -257 -4%
AFG
1256
Argent Financial Group
Louisiana
$820K +$784K +6,751 New
CWS
1257
Cypress Wealth Services
California
$819K +$10.3K +89 +1%
KFS
1258
Keynote Financial Services
Connecticut
$819K -$4.42K -38 -0.6%
CWP
1259
Cyndeo Wealth Partners
Florida
$819K +$147K +1,263 +23%
WCAMG
1260
Woodard & Company Asset Management Group
North Carolina
$809K – – –
PFA
1261
Pure Financial Advisors
California
$804K +$56K +482 +8%
SMA
1262
Sage Mountain Advisors
Georgia
$801K +$140K +1,208 +22%
PA
1263
Parkside Advisors
California
$800K – – –
CA
1264
Cornerstone Advisory
Maryland
$798K -$1.12M -9,614 -59%
AA
1265
Ancora Advisors
Ohio
$797K -$129K -1,109 -14%
NWAG
1266
Net Worth Advisory Group
Utah
$795K +$761K +6,546 New
MCM
1267
Manchester Capital Management
Vermont
$793K +$137K +1,177 +22%
TAM
1268
Taurus Asset Management
New York
$792K – – –
QPBE
1269
Quintet Private Bank (Europe)
Luxembourg
$790K +$49.6K +427 +7%
BJL
1270
Brighton Jones LLC
Washington
$790K -$41.6K -358 -5%
PCS
1271
Personal CFO Solutions
New Jersey
$789K +$15.7K +135 +2%
BCM
1272
Bayesian Capital Management
New York
$789K -$1.41M -12,100 -65%
1WM
1273
1900 Wealth Management
Texas
$789K +$930 +8 +0.1%
GD
1274
Grandfield & Dodd
New York
$787K – – –
VNA
1275
Valley National Advisers
Pennsylvania
$787K -$75.4K -649 -9%
49 50
51
52 53