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Philip Morris
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Name Holding Trade Value Shares
Change 		Change in
Stake
SP
1501
Successful Portfolios
Florida
$369K +$14.2K +150 +4%
LIA
1502
LBMC Investment Advisors
Tennessee
$369K +$2.45K +26 +0.7%
CA
1503
Clearstead Advisors
Ohio
$368K -$65.3K -692 -16%
WCM
1504
Wallace Capital Management
Texas
$367K – – –
IWA
1505
Intercontinental Wealth Advisors
Texas
$366K +$9.53K +101 +3%
WFPG
1506
Waller Financial Planning Group
Ohio
$366K – – –
CAM
1507
Carret Asset Management
New York
$365K – – –
DCM
1508
DGS Capital Management
New Jersey
$365K +$18.2K +193 +6%
CA
1509
Crane Advisory
California
$364K – – –
CWM
1510
Calamos Wealth Management
Illinois
$363K +$4.72K +50 +1%
MGIM
1511
M&G Investment Management
United Kingdom
$363K – – –
BC
1512
Burney Company
Virginia
$362K -$18.1K -192 -5%
CCM
1513
Carlson Capital Management
Minnesota
$362K +$20.9K +222 +7%
BIM
1514
Baldwin Investment Management
Pennsylvania
$362K – – –
CA
1515
Cornerstone Advisory
Maryland
$360K -$172K -1,825 -34%
PB
1516
Pinnacle Bancorp
Nebraska
$360K +$661 +7 +0.2%
WAAG
1517
Wealth Alliance Advisory Group
Kansas
$360K -$6.98K -74 -2%
CAMG
1518
CWA Asset Management Group
Florida
$359K -$32.9K -349 -9%
BEI
1519
Benjamin Edwards Inc
Missouri
$359K +$25.3K +268 +8%
WEG
1520
World Equity Group
Illinois
$358K +$5.76K +61 +2%
SCA
1521
Stonebridge Capital Advisors
Minnesota
$356K +$472 +5 +0.1%
PAM
1522
Premier Asset Management
Illinois
$356K +$54.5K +577 +20%
LK
1523
Lumbard & Kellner
New Hampshire
$354K – – –
EWA
1524
ERTS Wealth Advisors
Michigan
$354K -$8.68K -92 -3%
HIC
1525
Holderness Investments Company
North Carolina
$354K +$1.13K +12 +0.3%
59 60
61
62 63