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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
1426
Capital Asset Advisory Services
Michigan
$209K +$211K +2,568 New
KCM
1427
Kornitzer Capital Management
Kansas
$208K – – –
VCM
1428
Vivaldi Capital Management
Illinois
$208K +$209K +2,550 New
AWM
1429
AllSquare Wealth Management
New York
$207K -$12.1K -147 -5%
FM
1430
Family Management
New York
$207K – – –
MWM
1431
Meridian Wealth Management
Kentucky
$206K -$135K -1,645 -39%
AWM
1432
Aevitas Wealth Management
Massachusetts
$205K +$328 +4 +0.2%
BAM
1433
Brave Asset Management
New Jersey
$204K – – –
GWM
1434
GSB Wealth Management
Connecticut
$204K – – –
ACG
1435
Allen Capital Group
Nebraska
$204K +$985 +12 +0.5%
GIM
1436
Goelzer Investment Management
Indiana
$204K +$1.56K +19 +0.8%
III
1437
Independent Investors Inc
New York
$203K -$665K -8,100 -76%
YWP
1438
YorkBridge Wealth Partners
New York
$203K -$49.7K -605 -20%
DE
1439
Day & Ennis
Georgia
$203K -$27.5K -335 -12%
EWA
1440
Exencial Wealth Advisors
Oklahoma
$203K -$11.3K -138 -5%
BDF
1441
Balasa Dinverno & Foltz
$202K -$164 -2 -0.1%
PP
1442
Pegasus Partners
Wisconsin
$201K -$10.9K -133 -5%
MFW
1443
Meristem Family Wealth
Minnesota
$201K -$5.09K -62 -2%
BEAM
1444
Baker Ellis Asset Management
Washington
$201K – – –
JWM
1445
Janiczek Wealth Management
Colorado
$201K +$2.3K +28 +1%
CWM
1446
Capital Wealth Management
Rhode Island
$201K +$202K +2,465 New
AWM
1447
Aries Wealth Management
Maine
$200K – – –
LFASL
1448
Lugano Financial Advisors SA (LFA)
Switzerland
$200K +$13.5K +164 +7%
SIM
1449
SSI Investment Management
California
$200K +$201K +2,446 New
PCFFS
1450
Pacific Center for Financial Services
California
$198K +$34.5K +420 +21%
56 57
58
59 60