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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
WFPG
1501
Waller Financial Planning Group
Ohio
$347K – – –
LK
1502
Lumbard & Kellner
New Hampshire
$346K – – –
SP
1503
Successful Portfolios
Florida
$345K -$102 -1 -0%
CT
1504
Clearstead Trust
Maine
$345K – – –
BWM
1505
BigSur Wealth Management
Florida
$344K – – –
SBWIC
1506
Schaper Benz & Wise Investment Counsel
Wisconsin
$343K – – –
CA
1507
Cornerstone Advisory
Maryland
$342K -$536K -5,257 -60%
WB
1508
Webster Bank
Connecticut
$342K -$10.2K -100 -3%
DCM
1509
DGS Capital Management
New Jersey
$342K +$38.9K +382 +12%
BMC
1510
Benin Management Corp
Connecticut
$341K – – –
RFA
1511
Resurgent Financial Advisors
Georgia
$341K +$352K +3,457 New
GC
1512
Garde Capital
Washington
$340K – – –
SN
1513
Sittner & Nelson
Oregon
$340K +$76.2K +747 +28%
CBT
1514
Central Bank & Trust
Kentucky
$338K -$2.75K -27 -0.8%
TFA
1515
Tranquilli Financial Advisor
New Jersey
$338K +$5.2K +51 +2%
MC
1516
Machina Capital
France
$338K +$349K +3,424 New
CG
1517
CFO4Life Group
Texas
$337K +$20.9K +205 +6%
BEC
1518
Blue Edge Capital
Virginia
$336K – – –
LRIC
1519
Long Road Investment Counsel
Michigan
$336K +$347K +3,400 New
SIC
1520
Sigma Investment Counselors
Michigan
$335K +$108K +1,059 +45%
JWA
1521
JFS Wealth Advisors
Pennsylvania
$334K -$62.3K -611 -15%
BCM
1522
Becker Capital Management
Oregon
$333K -$10.2K -100 -3%
PAMG
1523
Patton Albertson Miller Group
Tennessee
$333K -$10.2K -100 -3%
COCM
1524
Charter Oak Capital Management
New Hampshire
$332K – – –
CIA
1525
Choate Investment Advisors
Massachusetts
$332K – – –
59 60
61
62 63