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Philip Morris

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
1501
Capital Performance Advisors
California
$803K +$717K +5,061 New
TT
1502
TI-Trust
Illinois
$803K – – –
ZIC
1503
ZWJ Investment Counsel
Georgia
$803K – – –
EPIM
1504
Evelyn Partners Investment Management
$801K – – –
CWM
1505
Circle Wealth Management
New Jersey
$799K – – –
OWA
1506
Opal Wealth Advisors
New York
$795K +$13.7K +97 +2%
SC
1507
Shay Capital
New York
$794K -$496K -3,500 -41%
WHRC
1508
W.H. Reaves & Co
New Jersey
$794K – – –
PP
1509
PDS Planning
Ohio
$791K +$144K +1,020 +26%
FDDB
1510
Fidelity D&D Bancorp
Pennsylvania
$790K – – –
UAML
1511
US Asset Management LLC
Pennsylvania
$789K -$2.27K -16 -0.3%
OC
1512
Oakworth Capital
Alabama
$787K – – –
WDC
1513
Woodward Diversified Capital
California
$784K -$24.4K -172 -3%
BFG
1514
Berger Financial Group
Minnesota
$780K -$12.3K -87 -2%
EI
1515
EDMP Inc
Florida
$779K – – –
OAM
1516
Occidental Asset Management
California
$779K +$372K +2,625 +115%
WT
1517
Washington Trust
Rhode Island
$779K -$364K -2,573 -34%
OPWM
1518
Oregon Pacific Wealth Management
Oregon
$778K +$49.7K +351 +8%
YIM
1519
Yoffe Investment Management
Pennsylvania
$778K – – –
HP
1520
Hilltop Partners
Indiana
$775K +$4.96K +35 +0.7%
SA
1521
Skyline Advisors
Washington
$772K +$708 +5 +0.1%
TCM
1522
Traynor Capital Management
Pennsylvania
$770K -$38.5K -272 -5%
RWP
1523
Ridgecrest Wealth Partners
California
$770K +$28.3K +200 +4%
AI
1524
Accredited Investors
Minnesota
$767K -$9.77K -69 -1%
PJWM
1525
Philip James Wealth Mangement
Georgia
$765K +$25.6K +181 +4%