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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1326
Carret Asset Management
New York
$371K – – –
RFM
1327
Royal Fund Management
Florida
$371K +$11.1K +110 +3%
BMA
1328
Brooks Moore & Associates
Tennessee
$369K – – –
UF
1329
Univest Financial
Pennsylvania
$369K – – –
PWM
1330
Perigon Wealth Management
California
$369K +$40.5K +403 +12%
HA
1331
Herold Advisors
New York
$369K +$392K +3,897 New
CA
1332
Continuum Advisory
Idaho
$368K -$17.7K -176 -4%
SIP
1333
Stoneridge Investment Partners
Pennsylvania
$367K -$1.07M -10,656 -73%
NG
1334
Northstar Group
New York
$367K – – –
BCFD
1335
Boit C.F. David
$367K +$332K +3,300 +635%
FSC
1336
Full Sail Capital
Oklahoma
$366K -$201 -2 -0.1%
CAL
1337
Capital Advisors Ltd
Ohio
$366K +$4.33K +43 +1%
PB
1338
Pinnacle Bancorp
Nebraska
$364K -$17.6K -175 -4%
IWA
1339
Intercontinental Wealth Advisors
Texas
$364K -$8.15K -81 -2%
TF
1340
TimeScale Financial
Massachusetts
$364K +$4.63K +46 +1%
C
1341
Certuity
Florida
$364K +$42.9K +426 +12%
CB
1342
Community Bank
New York
$363K -$171K -1,703 -31%
CCA
1343
Cobblestone Capital Advisors
New York
$363K -$17.8K -177 -4%
SAM
1344
Strategic Asset Management
Minnesota
$363K +$382K +3,798 New
HIC
1345
Holderness Investments Company
North Carolina
$362K -$14.1K -140 -4%
CNC
1346
Citizens & Northern Corp
Pennsylvania
$362K – – –
DAC
1347
Dividend Assets Capital
South Carolina
$362K – – –
RM
1348
Resource Management
Louisiana
$362K +$25.1K +250 +7%
LWA
1349
Lenox Wealth Advisors
New York
$361K -$14.9K -148 -4%
SIM
1350
Stratos Investment Management
Ohio
$358K +$52.7K +524 +16%
52 53
54
55 56