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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
TMAM
1426
Tokio Marine Asset Management
Japan
$213K +$30.9K +370 +13%
BHWM
1427
Bar Harbor Wealth Management
New Hampshire
$212K -$3.17K -38 -1%
OAM
1428
Occidental Asset Management
California
$212K – – –
NEPWA
1429
New England Private Wealth Advisors
Massachusetts
$212K +$10K +120 +4%
CSPIA
1430
Cary Street Partners Investment Advisory
Virginia
$212K +$266K +3,182 New
AF
1431
Allworth Financial
California
$211K -$4.43K -53 -2%
FMII
1432
Farmers & Merchants Investments Inc
Nebraska
$211K – – –
VCM
1433
Versant Capital Management
Arizona
$211K – – –
WA
1434
WP Advisors
California
$211K +$2.51K +30 +1%
PCM
1435
Princeton Capital Management
New Jersey
$210K -$28.5K -341 -10%
SP
1436
Successful Portfolios
Florida
$210K -$8.35K -100 -3%
OC
1437
Oarsman Capital
Wisconsin
$210K – – –
LA
1438
Legacy Advisors
Pennsylvania
$209K -$1.03M -12,289 -80%
WPP
1439
Whalerock Point Partners
Rhode Island
$209K -$45.9K -550 -15%
TL
1440
TrueWealth LLC
Georgia
$209K -$12.9K -154 -5%
CHAM
1441
Clear Harbor Asset Management
Connecticut
$207K +$43.1K +516 +20%
MFG
1442
Magnus Financial Group
New York
$207K +$259K +3,099 New
AFNAS
1443
American Financial Network Advisory Services
California
$206K -$29.2K -350 -10%
CAW
1444
Cornerstone Advisors (Washington)
Washington
$206K -$5.01K -60 -2%
F
1445
F3Logic
Minnesota
$205K +$255K +3,051 New
WAAG
1446
Wealth Alliance Advisory Group
Kansas
$205K +$256K +3,066 New
BCM
1447
BTC Capital Management
Iowa
$205K +$259K +3,097 New
WCM
1448
Weatherstone Capital Management
Colorado
$204K -$19.4K -232 -9%
JWM
1449
JGP Wealth Management
Oregon
$203K – – –
SIG
1450
Sargent Investment Group
Maryland
$203K +$254K +3,037 New
56 57
58
59 60