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Philip Morris
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Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
1476
JFS Wealth Advisors
Pennsylvania
$336K -$19.4K -208 -6%
CA
1477
Callahan Advisors
Texas
$336K -$8.79K -94 -3%
AL
1478
ADE LLC
Maryland
$336K – – –
BCM
1479
Becker Capital Management
Oregon
$336K +$8.97K +96 +3%
PVH
1480
Psagot Value Holdings
Israel
$336K +$303K +3,238 +1,079%
PCIA
1481
Prime Capital Investment Advisors
Kansas
$335K +$95.6K +1,023 +41%
OQS
1482
Occudo Quantitative Strategies
Florida
$335K +$330K +3,529 New
WFPG
1483
Waller Financial Planning Group
Ohio
$334K – – –
AWM
1484
Accurate Wealth Management
Florida
$333K -$12.2K -131 -4%
SP
1485
Successful Portfolios
Florida
$333K +$9.35K +100 +3%
PWSG
1486
Pacific Wealth Strategies Group
California
$332K -$481K -5,147 -60%
MWM
1487
Merriman Wealth Management
Washington
$332K -$203K -2,174 -38%
CT
1488
Clearstead Trust
Maine
$332K – – –
PCS
1489
Personal CFO Solutions
New Jersey
$331K -$96.2K -1,029 -23%
BWM
1490
BigSur Wealth Management
Florida
$331K – – –
BFPW
1491
BOK Financial Private Wealth
Colorado
$330K -$133K -1,425 -29%
SBWIC
1492
Schaper Benz & Wise Investment Counsel
Wisconsin
$330K – – –
TSS
1493
Two Sigma Securities
New York
$329K -$1.3M -13,938 -80%
BFA
1494
Bragg Financial Advisors
North Carolina
$329K – – –
CCM
1495
Carlson Capital Management
Minnesota
$328K +$16.1K +172 +5%
EFM
1496
E Fund Management
China
$327K +$3.74K +40 +1%
MAG
1497
Mayfair Advisory Group
Alabama
$326K – – –
CIA
1498
Choate Investment Advisors
Massachusetts
$326K +$10.2K +109 +3%
CHC
1499
City Holding Co
West Virginia
$325K -$9.91K -106 -3%
VWM
1500
Valley Wealth Managers
New Jersey
$325K -$4.67K -50 -1%
58 59
60
61 62