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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1401
Becker Capital Management
Oregon
$326K -$9.66K -96 -3%
EFM
1402
E Fund Management
China
$326K +$342K +3,399 New
LWM
1403
Liberty Wealth Management
California
$324K +$142K +1,416 +74%
LRIC
1404
Long Road Investment Counsel
Michigan
$322K – – –
SP
1405
Successful Portfolios
Florida
$322K – – –
CSPIA
1406
Cary Street Partners Investment Advisory
Virginia
$321K +$7.24K +72 +2%
SAM
1407
Strategy Asset Managers
California
$319K – – –
JCM
1408
Jag Capital Management
Missouri
$319K +$339K +3,368 New
COCM
1409
Charter Oak Capital Management
New Hampshire
$318K – – –
GIA
1410
GHP Investment Advisors
Colorado
$318K +$402 +4 +0.1%
AIA
1411
Angeles Investment Advisors
California
$317K – – –
RSWM
1412
Robertson Stephens Wealth Management
California
$316K -$4.12K -41 -1%
MI
1413
Markston International
New York
$315K -$1.02M -10,176 -75%
CHC
1414
City Holding Co
West Virginia
$315K -$10.1K -100 -3%
CIA
1415
Choate Investment Advisors
Massachusetts
$315K – – –
OFG
1416
Oxford Financial Group
Indiana
$315K +$503 +5 +0.2%
WBC
1417
Westpac Banking Corp
Australia
$315K – – –
FMB
1418
Field & Main Bank
Kentucky
$313K – – –
JC
1419
Jacobs & Co
California
$312K -$60.4K -600 -15%
SFS
1420
Summit Financial Strategies
Ohio
$312K – – –
GW
1421
GW & Wade
Massachusetts
$311K -$13.1K -130 -4%
SWA
1422
Sax Wealth Advisors
New Jersey
$311K – – –
CCM
1423
Carlson Capital Management
Minnesota
$311K +$15.5K +154 +5%
AMIM
1424
Aull & Monroe Investment Management
Alabama
$310K – – –
CM
1425
Capula Management
Cayman Islands
$310K +$329K +3,268 New
55 56
57
58 59