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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
MGIA
1401
Moneta Group Investment Advisors
Missouri
$303K -$474K -5,889 -63%
AWE
1402
Avidian Wealth Enterprises
Texas
$302K -$6.68K -83 -2%
TA
1403
TCG Advisors
Texas
$301K -$40.3K -500 -13%
FAT
1404
First American Trust
California
$301K – – –
LRIC
1405
Long Road Investment Counsel
Michigan
$301K +$274K +3,400 New
RTS
1406
Round Table Services
New Jersey
$300K -$3.79K -47 -1%
SAM
1407
SignalPoint Asset Management
Missouri
$299K -$14.1K -175 -5%
LSAG
1408
Lake Street Advisors Group
New Hampshire
$299K +$272K +3,383 New
FHC
1409
First Heartland Consultants
Missouri
$299K +$273K +3,387 New
PCA
1410
Personal Capital Advisors
California
$298K -$81.6K -1,013 -23%
ESB
1411
Essex Savings Bank
Connecticut
$296K -$36.5K -453 -12%
SMH
1412
Sanders Morris Harris
Texas
$296K -$1.93K -24 -0.7%
IIC
1413
Integrated Investment Consultants
Michigan
$296K +$8.54K +106 +3%
CAC
1414
Certified Advisory Corp
Florida
$296K +$61.5K +764 +30%
BEC
1415
Blue Edge Capital
Virginia
$295K – – –
SCM
1416
Stonebridge Capital Management
California
$294K -$21.3K -264 -7%
FWM
1417
Focused Wealth Management
New York
$294K -$3.22K -40 -1%
CC
1418
Courier Capital
New York
$294K +$161 +2 +0.1%
KC
1419
Kingfisher Capital
North Carolina
$292K +$403 +5 +0.2%
SCM
1420
Stellar Capital Management
Arizona
$291K -$2.42K -30 -0.9%
DWT
1421
Dorsey & Whitney Trust
South Dakota
$291K +$3.06K +38 +1%
FMII
1422
Farmers & Merchants Investments Inc
Nebraska
$290K +$10.3K +128 +4%
AA
1423
Advisory Alpha
Michigan
$290K +$20.2K +251 +8%
RC
1424
Roundview Capital
New Jersey
$289K – – –
GFS
1425
GYL Financial Synergies
Connecticut
$288K -$28.5K -354 -10%
55 56
57
58 59