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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
1426
Personal CFO Solutions
New Jersey
$245K +$256K +3,228 New
BIA
1427
BHK Investment Advisors
Alabama
$244K -$84.4K -1,065 -25%
FPS
1428
Fieldpoint Private Securities
Connecticut
$244K -$16.6K -209 -6%
GC
1429
Garde Capital
Washington
$244K – – –
SFG
1430
SevenBridge Financial Group
Pennsylvania
$244K – – –
WPP
1431
Whalerock Point Partners
Rhode Island
$243K -$11.9K -150 -4%
NEPWA
1432
New England Private Wealth Advisors
Massachusetts
$243K +$79 +1 +0%
FHC
1433
First Heartland Consultants
Missouri
$243K +$18.1K +229 +8%
HCMT
1434
Highland Capital Management (Tennessee)
Tennessee
$242K – – –
SIG
1435
Sargent Investment Group
Maryland
$242K – – –
AIC
1436
Archer Investment Corporation
Indiana
$241K -$126K -1,592 -33%
GFS
1437
GYL Financial Synergies
Connecticut
$240K – – –
BFC
1438
Blue Fin Capital
Rhode Island
$239K -$85.9K -1,084 -26%
LFA
1439
Legacy Financial Advisors
Kentucky
$237K -$10.9K -137 -4%
CC
1440
Courier Capital
New York
$237K +$238 +3 +0.1%
MIFH
1441
Migdal Insurance & Financial Holdings
Israel
$236K +$28.8K +363 +13%
TL
1442
TrueWealth LLC
Georgia
$234K – – –
AMIM
1443
Aull & Monroe Investment Management
Alabama
$234K +$244K +3,079 New
BOPW
1444
Brandywine Oak Private Wealth
Pennsylvania
$233K – – –
MFG
1445
Magnus Financial Group
New York
$232K -$96.2K -1,214 -28%
OC
1446
Oarsman Capital
Wisconsin
$232K – – –
ANRIA
1447
American National Registered Investment Advisor
Texas
$232K +$8.32K +105 +4%
EW
1448
Evoke Wealth
California
$231K +$237K +2,994 New
KPW
1449
Kore Private Wealth
New York
$231K -$11.5K -145 -5%
SFSIG
1450
San Francisco Sentry Investment Group
California
$231K +$22.9K +289 +10%
56 57
58
59 60