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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
JIP
1501
Jaffetilchin Investment Partners
Florida
$211K +$221K +1,897 New
WA
1502
WP Advisors
California
$208K -$7.57K -65 -3%
MC
1503
Middleton & Co
Massachusetts
$208K – – –
RFM
1504
Royal Fund Management
Florida
$207K +$931 +8 +0.4%
CPA
1505
Court Place Advisors
Maryland
$206K +$3.49K +30 +2%
CIP
1506
Convergence Investment Partners
Florida
$206K +$216K +1,854 New
AA
1507
AlphaMark Advisors
Kentucky
$205K – – –
CFP
1508
Cornerstone Financial Partners
North Carolina
$205K – – –
LBC
1509
Lawrence B. Cohen
$205K – – –
MKC
1510
M. Kraus & Co
Vermont
$205K – – –
EWA
1511
Exencial Wealth Advisors
Oklahoma
$203K -$83.8K -720 -28%
FFA
1512
Fragasso Financial Advisors
Pennsylvania
$203K +$212K +1,825 New
BWP
1513
BSW Wealth Partners
Colorado
$202K +$211K +1,815 New
WIA
1514
Westbourne Investment Advisors
Maryland
$201K – – –
AGM
1515
Alpine Global Management
New York
$201K +$210K +1,808 New
KFA
1516
Kays Financial Advisory
Georgia
$200K -$116 -1 -0.1%
LBG
1517
Lloyds Banking Group
United Kingdom
$196K -$19.9K -171 -9%
GWS
1518
Glassman Wealth Services
Virginia
$194K +$5.82K +50 +3%
SIAP
1519
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$185K -$13.8K -119 -7%
IAS
1520
INR Advisory Services
Pennsylvania
$183K – – –
TCM
1521
Tradewinds Capital Management
Washington
$183K – – –
LA
1522
Legacy Advisors
Pennsylvania
$180K +$13.2K +113 +8%
BWA
1523
Burt Wealth Advisors
Maryland
$179K – – –
MCM
1524
MV Capital Management
Maryland
$179K – – –
FCB
1525
First Command Bank
Texas
$176K +$23.3K +200 +14%
59 60
61
62 63