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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
BIA
1301
BHK Investment Advisors
Alabama
$291K +$17.3K +207 +5%
PCM
1302
Pointe Capital Management
Michigan
$290K +$7.1K +85 +2%
LK
1303
Lumbard & Kellner
New Hampshire
$289K – – –
SFG
1304
StrategIQ Financial Group
Indiana
$286K – – –
WTFG
1305
Wells Trecaso Financial Group
Ohio
$284K -$56.3K -674 -14%
KA
1306
Kaizen Advisory
Illinois
$284K +$47.6K +570 +15%
DIA
1307
Dana Investment Advisors
Wisconsin
$281K -$394K -4,719 -53%
AWA
1308
AmeriServ Wealth Advisors
Pennsylvania
$280K -$835 -10 -0.2%
TIA
1309
Tandem Investment Advisors
South Carolina
$280K +$52.5K +628 +18%
JLBC
1310
J.L. Bainbridge & Co
Florida
$279K -$17.5K -210 -5%
WPA
1311
Winning Points Advisors
Florida
$279K – – –
GIP
1312
Greatmark Investment Partners
Georgia
$278K -$155K -1,850 -31%
ATFA
1313
All Terrain Financial Advisors
Minnesota
$278K -$22.1K -265 -6%
GCM
1314
Gables Capital Management
Florida
$278K -$12.1K -145 -3%
HIC
1315
Holderness Investments Company
North Carolina
$278K -$2.17K -26 -0.6%
PIM
1316
Provident Investment Management
Michigan
$277K -$2.18M -26,074 -86%
EDRIA
1317
Edmonds Duncan Registered Investment Advisors
Kansas
$276K -$14.6K -175 -4%
FFG
1318
Frisch Financial Group
New York
$276K +$345K +4,132 New
WCM
1319
Windsor Capital Management
Arizona
$274K -$111K -1,326 -24%
RWP
1320
RWA Wealth Partners
Massachusetts
$274K +$70.7K +846 +26%
CC
1321
Chicago Capital
Illinois
$273K -$38.5K -461 -10%
BAM
1322
Bruderman Asset Management
New York
$273K +$321K +3,846 +1,583%
AAP
1323
Aristotle Atlantic Partners
Florida
$272K +$341K +4,080 New
MWM
1324
Modera Wealth Management
New Jersey
$271K -$67.7K -811 -17%
GC
1325
Gilbert & Cook
Iowa
$271K +$56.5K +677 +20%
51 52
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