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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
IA
1526
IAM Advisory
Pennsylvania
$355K -$9.47K -95 -3%
PIA
1527
Powell Investment Advisors
Florida
$353K +$357K +3,587 New
WCM
1528
Wallace Capital Management
Texas
$353K – – –
WAAG
1529
Wealth Alliance Advisory Group
Kansas
$351K +$5.38K +54 +2%
IWA
1530
Intercontinental Wealth Advisors
Texas
$351K -$797 -8 -0.2%
SC
1531
SRB Corp
Massachusetts
$351K -$113K -1,129 -24%
LFA
1532
LGT Financial Advisors
Texas
$350K -$79.7K -800 -18%
LK
1533
Lumbard & Kellner
New Hampshire
$350K – – –
WF
1534
Wayfinding Financial
Washington
$350K +$354K +3,552 New
CA
1535
Centerpoint Advisors
Massachusetts
$349K -$29.9K -300 -8%
MGIM
1536
M&G Investment Management
United Kingdom
$349K – – –
CCM
1537
Carlson Capital Management
Minnesota
$347K -$399 -4 -0.1%
EWM
1538
Executive Wealth Management
Michigan
$347K +$61.9K +621 +21%
PB
1539
Pinnacle Bancorp
Nebraska
$346K – – –
WDL
1540
Well Done LLC
Michigan
$345K -$53.4K -536 -13%
WA
1541
Wealth Advisors
California
$343K +$99.7K +1,000 +40%
AP
1542
Appleton Partners
Massachusetts
$342K +$52K +522 +17%
HIC
1543
Holderness Investments Company
North Carolina
$341K +$997 +10 +0.3%
WB
1544
Webster Bank
Connecticut
$341K +$19.8K +199 +6%
GCMG
1545
Gyroscope Capital Management Group
Florida
$340K +$349K +3,500 New
SFI
1546
SPC Financial Inc
Maryland
$339K +$82K +823 +31%
NQWM
1547
Northwest Quadrant Wealth Management
Oregon
$339K +$3.79K +38 +1%
SBWIC
1548
Schaper Benz & Wise Investment Counsel
Wisconsin
$337K – – –
SIC
1549
Sigma Investment Counselors
Michigan
$337K +$5.98K +60 +2%
BA
1550
Bristlecone Advisors
Washington
$336K +$345K +3,458 New
60 61
62
63 64