We are live on ! Find out more
PM icon

Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
1501
Regal Investment Advisors
Michigan
$323K -$74.9K -749 -18%
GC
1502
Garde Capital
Washington
$323K +$24.7K +247 +8%
WPC
1503
Wedmont Private Capital
Pennsylvania
$323K +$94.6K +946 +39%
BEC
1504
Blue Edge Capital
Virginia
$320K +$48.1K +481 +16%
JG
1505
Jefferies Group
New York
$319K +$340K +3,400 New
SIM
1506
Stratos Investment Management
Ohio
$319K +$19.5K +195 +6%
W
1507
Wealthquest
Ohio
$318K – – –
GHAM
1508
Gilman Hill Asset Management
Connecticut
$318K +$17.3K +173 +5%
TFA
1509
Tranquilli Financial Advisor
New Jersey
$317K +$17.4K +174 +5%
CIA
1510
Choate Investment Advisors
Massachusetts
$316K -$6.1K -61 -2%
COCM
1511
Charter Oak Capital Management
New Hampshire
$316K – – –
TCM
1512
Towercrest Capital Management
Pennsylvania
$315K – – –
FA
1513
Fiducient Advisors
Illinois
$315K +$4.1K +41 +1%
EWM
1514
Elmwood Wealth Management
California
$313K +$200 +2 +0.1%
BDA
1515
Borer Denton & Associates
Pennsylvania
$313K +$333K +3,331 New
AMIM
1516
Aull & Monroe Investment Management
Alabama
$311K +$20K +200 +6%
FMB
1517
Field & Main Bank
Kentucky
$310K – – –
JC
1518
Jacobs & Co
California
$310K – – –
IWA
1519
Intercontinental Wealth Advisors
Texas
$308K – – –
BBA
1520
BLB&B Advisors
Pennsylvania
$308K +$2.5K +25 +0.8%
BBW
1521
Blue Barn Wealth
Utah
$307K +$26K +260 +9%
SCM
1522
Silvant Capital Management
Georgia
$306K – – –
BWM
1523
BNC Wealth Management
Oregon
$305K – – –
MIA
1524
MainStreet Investment Advisors
Illinois
$304K +$16K +160 +5%
PA
1525
PFG Advisors
Arizona
$304K +$35.7K +357 +12%
59 60
61
62 63