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Philip Morris
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Name Holding Trade Value Shares
Change 		Change in
Stake
CHP
1476
Cable Hill Partners
Oregon
$257K -$7.33K -91 -3%
CIP
1477
Convergence Investment Partners
Florida
$257K +$234K +2,909 New
KPW
1478
Kore Private Wealth
New York
$256K +$64.9K +806 +39%
WP
1479
WealthShield Partners
North Carolina
$256K +$232K +2,879 New
JA
1480
JOYN Advisors
Georgia
$255K +$41.6K +516 +22%
YIA
1481
YHB Investment Advisors
Connecticut
$254K -$26.2K -325 -10%
ACA
1482
Anchor Capital Advisors
Massachusetts
$252K +$230K +2,850 New
MWM
1483
Meridian Wealth Management
Kentucky
$252K +$230K +2,856 New
KF
1484
Krilogy Financial
Missouri
$251K +$229K +2,838 New
DDC
1485
DF Dent & Co
Maryland
$251K +$229K +2,842 New
NWM
1486
Northwest Wealth Management
Iowa
$247K -$9.5K -118 -4%
MCM
1487
Marathon Capital Management
Maryland
$246K -$17.3K -215 -7%
JWA
1488
JFS Wealth Advisors
Pennsylvania
$246K – – –
WCM
1489
Weatherstone Capital Management
Colorado
$246K +$23.1K +287 +11%
SFS
1490
Summit Financial Strategies
Ohio
$243K +$221K +2,750 New
SFA
1491
Stewardship Financial Advisors
Georgia
$242K +$220K +2,733 New
SWRP
1492
Summit Wealth & Retirement Planning
California
$242K +$220K +2,734 New
W
1493
Wealthquest
Ohio
$241K +$220K +2,729 New
BP
1494
BBR Partners
New York
$240K +$218K +2,711 New
AFNAS
1495
American Financial Network Advisory Services
California
$239K -$26.1K -324 -11%
LFA
1496
Legacy Financial Advisors
Kentucky
$239K -$23.1K -287 -10%
CG
1497
CFO4Life Group
Texas
$238K +$216K +2,687 New
VHAM
1498
Van Hulzen Asset Management
California
$238K +$216K +2,687 New
LC
1499
Lincoln Capital
Nebraska
$237K +$216K +2,676 New
LIM
1500
Lathrop Investment Management
Arkansas
$237K +$216K +2,686 New
58 59
60
61 62