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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1451
Aries Wealth Management
Maine
$212K – – –
BIM
1452
Baldwin Investment Management
Pennsylvania
$212K +$223K +2,625 New
EWA
1453
Exencial Wealth Advisors
Oklahoma
$212K +$223K +2,626 New
PP
1454
Pegasus Partners
Wisconsin
$210K -$40.3K -475 -15%
SCM
1455
Stumpf Capital Management
Arizona
$210K – – –
VHAM
1456
Van Hulzen Asset Management
California
$210K +$42.4K +500 +24%
CHAM
1457
Clear Harbor Asset Management
Connecticut
$209K -$98.7K -1,163 -31%
PWM
1458
Perigon Wealth Management
California
$208K -$1.63M -19,184 -88%
KP
1459
Keel Point
Alabama
$207K -$29.4K -347 -12%
KCM
1460
Kornitzer Capital Management
Kansas
$206K – – –
FM
1461
Family Management
New York
$205K -$127K -1,500 -37%
JWM
1462
JGP Wealth Management
Oregon
$205K +$215K +2,539 New
MFW
1463
Meristem Family Wealth
Minnesota
$204K +$41.1K +484 +24%
AWM
1464
Aevitas Wealth Management
Massachusetts
$203K -$34.6K -408 -14%
FCFC
1465
First Commonwealth Financial Corp
Pennsylvania
$203K +$424 +5 +0.2%
LIM
1466
Loudon Investment Management
New Hampshire
$203K +$6.79K +80 +3%
RFM
1467
Royal Fund Management
Florida
$203K +$12.4K +146 +6%
NIM
1468
NuWave Investment Management
New Jersey
$203K +$213K +2,514 New
NFG
1469
Nations Financial Group
Iowa
$202K -$5.86K -69 -3%
BAM
1470
Brave Asset Management
New Jersey
$202K – – –
GWM
1471
GSB Wealth Management
Connecticut
$202K – – –
AAP
1472
Ardsley Advisory Partners
Connecticut
$202K +$212K +2,500 New
ACG
1473
Allen Capital Group
Nebraska
$201K -$69K -813 -25%
GIM
1474
Goelzer Investment Management
Indiana
$201K -$4.24K -50 -2%
BDF
1475
Balasa Dinverno & Foltz
$200K -$9.93K -117 -5%
57 58
59
60 61