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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
SMFS
1501
Squar Milner Financial Services
California
$203K +$13.3K +161 +7%
LC
1502
Lincoln Capital
Nebraska
$202K -$8.26K -100 -4%
DAM
1503
Doheny Asset Management
California
$202K – – –
JGIA
1504
Jackson Grant Investment Advisers
Connecticut
$202K +$1.24K +15 +0.6%
RIG
1505
Roosevelt Investment Group
New York
$201K – – –
CHP
1506
Cable Hill Partners
Oregon
$200K -$30.6K -370 -13%
LA
1507
Legacy Advisors
Pennsylvania
$198K -$377K -4,567 -65%
PFGIA
1508
Patriot Financial Group Insurance Agency
Massachusetts
$198K +$56.8K +687 +38%
FCB
1509
First Command Bank
Texas
$196K – – –
FCFS
1510
First Command Financial Services
Texas
$196K – – –
CIA
1511
CSat Investment Advisory
Michigan
$196K +$205K +2,482 +10,342%
GSWM
1512
Golden State Wealth Management
California
$194K -$4.54K -55 -2%
GAM
1513
Gemmer Asset Management
California
$194K +$127K +1,543 +167%
JWM
1514
Janiczek Wealth Management
Colorado
$193K – – –
EWM
1515
Executive Wealth Management
Michigan
$192K – – –
LFASL
1516
Lugano Financial Advisors SA (LFA)
Switzerland
$192K – – –
PVH
1517
Psagot Value Holdings
Israel
$192K +$67.7K +819 +50%
BWA
1518
BDO Wealth Advisors
Florida
$191K -$11.8K -143 -6%
VCM
1519
Versant Capital Management
Arizona
$188K -$60.9K -737 -24%
EWM
1520
Elmwood Wealth Management
California
$183K – – –
IBOK
1521
Independence Bank of Kentucky
Kentucky
$181K +$4.13K +50 +2%
AWM
1522
AllSquare Wealth Management
New York
$176K – – –
GWS
1523
Glassman Wealth Services
Virginia
$171K -$1.98K -24 -1%
LWANC
1524
Laurel Wealth Advisors (North Carolina)
North Carolina
$170K – – –
YWP
1525
YorkBridge Wealth Partners
New York
$167K -$83 -1 -0%
59 60
61
62 63