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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
1326
Kingswood Wealth Advisors
California
$803K -$1.55M -12,270 -65%
WCAMG
1327
Woodard & Company Asset Management Group
North Carolina
$802K – – –
AWM
1328
Adams Wealth Management
Utah
$800K +$84K +666 +11%
CI
1329
CacheTech Inc
Utah
$800K +$84K +666 +11%
KFS
1330
Keynote Financial Services
Connecticut
$800K -$12.9K -102 -2%
PCS
1331
Personal CFO Solutions
New Jersey
$799K +$17.2K +136 +2%
NWAG
1332
Net Worth Advisory Group
Utah
$797K +$9.97K +79 +1%
CWP
1333
Cyndeo Wealth Partners
Florida
$796K -$16.5K -131 -2%
AA
1334
Ancora Advisors
Ohio
$793K +$3.03K +24 +0.4%
RMDI
1335
R.M. Davis Inc
Maine
$791K +$135K +1,068 +19%
MCM
1336
Manchester Capital Management
Vermont
$786K – – –
AWM
1337
Angeles Wealth Management
California
$785K +$94.6K +750 +13%
PA
1338
Probity Advisors
Texas
$785K -$72.9K -578 -8%
TAM
1339
Taurus Asset Management
New York
$783K -$1.89K -15 -0.2%
VCP
1340
Verus Capital Partners
Arizona
$783K +$116K +922 +17%
1WM
1341
1900 Wealth Management
Texas
$783K +$883 +7 +0.1%
SAM
1342
Sompo Asset Management
Japan
$781K -$124K -980 -13%
GD
1343
Grandfield & Dodd
New York
$780K – – –
SIM
1344
Sentry Investment Management
Wisconsin
$779K -$133K -1,053 -14%
WA
1345
WP Advisors
California
$776K -$631 -5 -0.1%
CIM
1346
Cambria Investment Management
California
$776K – – –
CTA
1347
Chesley Taft & Associates
Illinois
$774K +$358K +2,839 +79%
JAFL
1348
Jay A. Fishman Ltd
Michigan
$773K – – –
MCM
1349
Monument Capital Management
Virginia
$773K +$411K +3,257 +103%
GIP
1350
Granite Investment Partners
California
$770K +$18.9K +150 +2%
52 53
54
55 56