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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
LRIC
1501
Long Road Investment Counsel
Michigan
$323K – – –
CAM
1502
Concorde Asset Management
Michigan
$320K +$9.72K +104 +3%
KWM
1503
Kolinsky Wealth Management
New Jersey
$320K +$314K +3,364 New
COCM
1504
Charter Oak Capital Management
New Hampshire
$319K – – –
CI
1505
CX Institutional
Indiana
$318K -$33.5K -358 -10%
W
1506
Wealthquest
Ohio
$318K +$10.9K +117 +4%
EWM
1507
Elmwood Wealth Management
California
$316K +$311K +3,329 New
FA
1508
Fiducient Advisors
Illinois
$314K -$218K -2,334 -42%
MI
1509
Markston International
New York
$314K -$1.22K -13 -0.4%
FMB
1510
Field & Main Bank
Kentucky
$314K – – –
QC
1511
Quent Capital
New York
$314K +$309K +3,310 New
LIA
1512
LS Investment Advisors
Michigan
$313K -$65.9K -705 -18%
JC
1513
Jacobs & Co
California
$313K – – –
PIFP
1514
Partners in Financial Planning
Virginia
$312K – – –
C
1515
Certuity
Florida
$312K -$51.2K -548 -14%
CSPIA
1516
Cary Street Partners Investment Advisory
Virginia
$312K -$9.35K -100 -3%
IWA
1517
Intercontinental Wealth Advisors
Texas
$311K -$52.2K -559 -15%
WPA
1518
Winning Points Advisors
Florida
$310K -$52.3K -560 -12%
MCWS
1519
McKinley Carter Wealth Services
West Virginia
$310K -$28K -300 -8%
BBA
1520
BLB&B Advisors
Pennsylvania
$309K -$260K -2,780 -46%
BWM
1521
BNC Wealth Management
Oregon
$309K – – –
SCM
1522
Silvant Capital Management
Georgia
$309K – – –
MAM
1523
McLean Asset Management
Virginia
$308K -$3.18K -34 -1%
PGA
1524
Portland Global Advisors
Maine
$308K – – –
XWM
1525
Xcel Wealth Management
Florida
$307K +$2.71K +29 +0.9%
59 60
61
62 63