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Philip Morris
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Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
1351
JFS Wealth Advisors
Pennsylvania
$244K +$556 +6 +0.2%
CVM
1352
Cheviot Value Management
California
$244K +$247K +2,662 New
ML
1353
McAdam LLC
Pennsylvania
$244K +$247K +2,662 New
AWM
1354
AllSquare Wealth Management
New York
$242K – – –
IWA
1355
Intercontinental Wealth Advisors
Texas
$241K -$49.6K -535 -17%
CC
1356
Cornerstone Capital
California
$241K – – –
CA
1357
Capital Advantage
California
$240K +$35.6K +384 +17%
WCA
1358
Westover Capital Advisors
Delaware
$240K +$41.7K +450 +21%
JSL
1359
JT Stratford LLC
Georgia
$237K +$240K +2,590 New
PTB
1360
Pioneer Trust Bank
Oregon
$235K -$185K -2,000 -44%
PFGIA
1361
Patriot Financial Group Insurance Agency
Massachusetts
$235K +$230K +2,483 New
MC
1362
Miles Capital
Iowa
$235K +$238K +2,564 New
JCM
1363
Jacobi Capital Management
Pennsylvania
$234K -$30.9K -334 -11%
RMCM
1364
Reynders McVeigh Capital Management
Massachusetts
$234K – – –
WA
1365
Wheatland Advisors
Pennsylvania
$233K +$278 +3 +0.1%
RSA
1366
Robertson Stephens Advisors
California
$233K +$233K +2,518 New
VHAM
1367
Van Hulzen Asset Management
California
$232K +$55.6K +600 +31%
GC
1368
Gilbert & Cook
Iowa
$232K +$235K +2,531 New
DCM
1369
Donaldson Capital Management
Indiana
$231K -$53.7K -579 -19%
CGL
1370
Clarius Group LLC
Washington
$231K -$2.04K -22 -0.9%
BDF
1371
Balasa Dinverno & Foltz
$229K – – –
BAM
1372
Brave Asset Management
New Jersey
$229K – – –
RWM
1373
Rench Wealth Management
Texas
$229K +$14.5K +157 +7%
GWM
1374
GSB Wealth Management
Connecticut
$229K +$232K +2,500 New
AWE
1375
Avidian Wealth Enterprises
Texas
$228K +$2.5K +27 +1%
53 54
55
56 57