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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
1326
Pathstone Family Office
New Jersey
$437K +$129K +1,383 +43%
SA
1327
Syntax Advisors
New York
$437K +$430K +4,597 New
PAG
1328
Powers Advisory Group
Illinois
$436K +$429K +4,593 New
ECM
1329
Evergreen Capital Management
Washington
$434K -$55.9K -598 -12%
WCM
1330
Wallace Capital Management
Texas
$433K – – –
BW
1331
Basepoint Wealth
Iowa
$433K +$426K +4,554 New
HIS
1332
Horizon Investment Services
Indiana
$432K +$2.71K +29 +0.6%
BP
1333
Ballentine Partners
Massachusetts
$432K +$99.7K +1,067 +31%
CTA
1334
Colonial Trust Advisors
South Carolina
$431K – – –
CFO
1335
CVA Family Office
Colorado
$431K +$8.13K +87 +2%
WFM
1336
Wolff Financial Management
Michigan
$430K +$423K +4,523 New
OHWP
1337
Oak Harbor Wealth Partners
North Carolina
$429K +$422K +4,520 New
TFA
1338
Toth Financial Advisory
Virginia
$428K -$10.4K -111 -2%
BP
1339
BBR Partners
New York
$426K -$35.4K -379 -8%
WOC
1340
West Oak Capital
California
$426K – – –
CG
1341
Clarus Group
Texas
$424K +$561 +6 +0.1%
VWA
1342
V Wealth Advisors
Kansas
$423K -$9.35K -100 -2%
CCG
1343
Ceeto Capital Group
Florida
$423K – – –
WFMPM
1344
Woodley Farra Manion Portfolio Management
Indiana
$422K +$37.4K +400 +10%
PIA
1345
Pinion Investment Advisors
Kansas
$421K -$7.01K -75 -2%
SWM
1346
Salvus Wealth Management
New Jersey
$420K +$17K +182 +4%
FNFDCM
1347
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$419K – – –
OFW
1348
Omnia Family Wealth
Florida
$418K – – –
ECM
1349
ExodusPoint Capital Management
New York
$417K -$3.65M -39,033 -90%
AMC
1350
Asset Management Corp
Illinois
$416K -$841 -9 -0.2%
52 53
54
55 56