We are live on ! Find out more
PM icon

Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
1301
Capital Investment Advisory Services
North Carolina
$503K -$7.75K -76 -1%
EFG
1302
Everhart Financial Group
Ohio
$502K +$253K +2,477 +95%
WBC
1303
Westpac Banking Corp
Australia
$502K – – –
AP
1304
Atwood & Palmer
Missouri
$501K – – –
BS
1305
Bessemer Securities
New York
$501K +$347K +3,400 +203%
ACM
1306
Alethea Capital Management
Washington
$497K +$513K +5,030 New
TWM
1307
Thrive Wealth Management
Pennsylvania
$496K +$38.5K +378 +8%
PWM
1308
Perigon Wealth Management
California
$495K +$37.7K +370 +8%
WHRC
1309
W.H. Reaves & Co
New Jersey
$494K – – –
DIM
1310
Delta Investment Management
California
$494K +$204 +2 +0%
CG
1311
Clarus Group
Texas
$492K +$612 +6 +0.1%
SCM
1312
SOL Capital Management
Maryland
$491K -$10.2K -100 -2%
WPIC
1313
White Pine Investment Company
Michigan
$490K -$10.2K -100 -2%
BTIM
1314
BancFirst Trust & Investment Management
Oklahoma
$490K +$526K +5,160 New
CHA
1315
Carmichael Hill & Associates
Maryland
$488K +$41.8K +410 +9%
SIG
1316
Sargent Investment Group
Maryland
$487K – – –
FMP
1317
Financial Management Professionals
Texas
$486K -$612 -6 -0.1%
CC
1318
Courier Capital
New York
$484K -$5K -49 -1%
SSWM
1319
Sheets Smith Wealth Management
North Carolina
$483K -$151K -1,485 -23%
ESB
1320
Essex Savings Bank
Connecticut
$483K -$44.3K -435 -8%
PWMG
1321
Prestige Wealth Management Group
New Jersey
$483K -$2.04K -20 -0.4%
EA
1322
Eudaimonia Advisors
Tennessee
$482K -$79.8K -783 -14%
GI
1323
Gradient Investments
Minnesota
$482K -$68.1K -668 -12%
CT
1324
Coastline Trust
Rhode Island
$481K – – –
CA
1325
Callahan Advisors
Texas
$481K +$84.1K +825 +20%
51 52
53
54 55