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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
DLHL
1326
Donald L. Hagan LLC
Florida
$218K – – –
CCM
1327
Copeland Capital Management
Pennsylvania
$218K +$215K +2,477 New
SIMM
1328
Stillwater Investment Management (Minnesota)
Minnesota
$218K +$215K +2,477 New
CGL
1329
Clarius Group LLC
Washington
$217K +$215K +2,476 New
CFA
1330
CT Financial Advisors
Pennsylvania
$215K – – –
AWE
1331
Avidian Wealth Enterprises
Texas
$215K +$212K +2,442 New
KA
1332
Klingman & Associates
New York
$212K – – –
CW
1333
Cobiz Wealth
Colorado
$212K +$209K +2,406 New
AW
1334
ACG Wealth
Georgia
$212K +$209K +2,411 New
IP
1335
Investment Partners
Ohio
$212K +$210K +2,415 New
SFI
1336
SPC Financial Inc
Maryland
$211K -$15.9K -183 -7%
SAM
1337
Strategy Asset Managers
California
$211K +$209K +2,405 New
AA
1338
Apriem Advisors
California
$210K +$14.7K +169 +8%
MA
1339
MCF Advisors
Kentucky
$208K -$12.2K -141 -6%
WIC
1340
Woodmont Investment Counsel
Tennessee
$208K +$23.6K +272 +13%
AP
1341
Appleton Partners
Massachusetts
$207K -$109K -1,250 -35%
PAS
1342
Professional Advisory Services
Florida
$207K +$204K +2,350 New
LC
1343
Lincoln Capital
Nebraska
$207K +$204K +2,351 New
SAMT
1344
Select Asset Management & Trust
Pennsylvania
$207K +$205K +2,360 New
RWM
1345
Rench Wealth Management
Texas
$206K +$203K +2,343 New
PA
1346
Planning Alternatives
Michigan
$204K +$201K +2,316 New
C
1347
CFO4Life
Texas
$203K -$139K -1,602 -41%
SFG
1348
StrategIQ Financial Group
Indiana
$200K +$198K +2,279 New
AC
1349
Alexandria Capital
Virginia
$193K +$14.3K +165 +8%
PG
1350
Patten Group
Tennessee
$192K -$38.7K -446 -17%
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