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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
1301
Keynote Financial Services
Connecticut
$1.07M – – –
SWM
1302
SHP Wealth Management
Massachusetts
$1.07M +$1.03M +6,669 New
WCAMG
1303
Woodard & Company Asset Management Group
North Carolina
$1.07M – – –
APA
1304
Astoria Portfolio Advisors
New York
$1.07M -$219K -1,416 -20%
EGM
1305
Engineers Gate Manager
New York
$1.07M -$13.1M -84,494 -93%
KP
1306
Keel Point
Alabama
$1.07M -$36.1K -233 -3%
AAG
1307
Asset Advisory Group
New Jersey
$1.06M +$1.03M +6,621 New
SAM
1308
Sagewood Asset Management
New York
$1.06M +$1.02M +6,605 New
CAI
1309
Capital Advisors Inc
Oklahoma
$1.06M -$9.76K -63 -0.9%
BFA
1310
Bill Few Associates
Pennsylvania
$1.06M +$39.4K +254 +4%
JC
1311
JB Capital
Connecticut
$1.05M +$170K +1,098 +20%
FCCM
1312
First City Capital Management
Georgia
$1.05M +$47.3K +305 +5%
HWA
1313
HCR Wealth Advisors
California
$1.05M +$32.7K +211 +3%
AW
1314
Alchemi Wealth
Connecticut
$1.05M +$1.01M +6,523 New
RIA
1315
Regal Investment Advisors
Michigan
$1.05M +$100K +648 +11%
MP
1316
McDonald Partners
Ohio
$1.04M -$53.6K -346 -5%
MWM
1317
Manske Wealth Management
Texas
$1.04M +$12.4K +80 +1%
MCM
1318
Monument Capital Management
Virginia
$1.04M -$839K -5,416 -45%
NG
1319
Novem Group
New York
$1.04M -$37.5K -242 -4%
NIM
1320
Northeast Investment Management
Massachusetts
$1.03M – – –
SG
1321
Strid Group
Pennsylvania
$1.03M +$998K +6,444 New
PWP
1322
Private Wealth Partners
California
$1.03M +$997K +6,438 New
FFP
1323
FourThought Financial Partners
Florida
$1.03M +$83.5K +539 +9%
GIP
1324
Granite Investment Partners
California
$1.03M – – –
TC
1325
Trilogy Capital
California
$1.02M +$112K +724 +13%
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