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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOT
1351
Trust Company of Toledo
Ohio
$268K +$9.41K +122 +4%
RSWM
1352
Robertson Stephens Wealth Management
California
$267K – – –
SAM
1353
Strategy Asset Managers
California
$266K -$357K -4,624 -57%
WFPG
1354
Waller Financial Planning Group
Ohio
$266K – – –
EWM
1355
Evermay Wealth Management
Virginia
$263K -$7.71K -100 -3%
CT
1356
Clearstead Trust
Maine
$262K -$10.3K -133 -4%
LIM
1357
Loudon Investment Management
New Hampshire
$262K +$9.64K +125 +4%
BWM
1358
BigSur Wealth Management
Florida
$261K – – –
BFM
1359
Boston Financial Management
Massachusetts
$261K – – –
AA
1360
Advisory Alpha
Michigan
$261K +$19.3K +250 +8%
SC
1361
Steph & Co
Wisconsin
$261K +$92.6K +1,200 +53%
RWA
1362
River Wealth Advisors
Pennsylvania
$261K +$269K +3,487 New
MWPCG
1363
Measured Wealth Private Client Group
New Hampshire
$260K -$15.8K -205 -6%
OFG
1364
Oxford Financial Group
Indiana
$260K – – –
DWT
1365
Dorsey & Whitney Trust
South Dakota
$258K -$100K -1,297 -27%
ABTD
1366
Arvest Bank Trust Division
Oklahoma
$256K -$7.71K -100 -3%
OFS
1367
Orrstown Financial Services
Pennsylvania
$256K – – –
WA
1368
Wealth Advisors
California
$256K +$252K +3,264 New
LAS
1369
Lloyd Advisory Services
Georgia
$255K -$27.8K -360 -10%
NAM
1370
NTV Asset Management
West Virginia
$255K – – –
SP
1371
Successful Portfolios
Florida
$255K – – –
GW
1372
GW & Wade
Massachusetts
$255K +$1K +13 +0.4%
SBWIC
1373
Schaper Benz & Wise Investment Counsel
Wisconsin
$253K – – –
RIM
1374
Rampart Investment Management
Connecticut
$252K -$630K -8,171 -71%
PL
1375
Plancorp LLC
Missouri
$252K -$199K -2,581 -43%
53 54
55
56 57