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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
1526
Asset Allocation Strategies
Michigan
$337K +$32.9K +344 +11%
XWM
1527
Xcel Wealth Management
Florida
$335K – – –
WAAG
1528
Wealth Alliance Advisory Group
Kansas
$335K -$17.4K -182 -5%
BMC
1529
Benin Management Corp
Connecticut
$333K -$3.63K -38 -1%
CAM
1530
Carret Asset Management
New York
$333K +$287 +3 +0.1%
AI
1531
AXS Investments
New York
$333K -$53.6K -561 -14%
GIP
1532
Greatmark Investment Partners
Georgia
$333K -$3.44K -36 -1%
WB
1533
Webster Bank
Connecticut
$333K -$9.55K -100 -3%
RWMG
1534
Redwood Wealth Management Group
New Jersey
$332K -$191 -2 -0.1%
SIC
1535
Sigma Investment Counselors
Michigan
$332K -$6.31K -66 -2%
AIA
1536
Alera Investment Advisors
Illinois
$330K +$26.9K +282 +9%
PP
1537
PDS Planning
Ohio
$329K -$57.1K -598 -15%
LPAM
1538
Lodestar Private Asset Management
California
$328K +$14.8K +155 +5%
FDCC
1539
Foster Dykema Cabot & Co
Massachusetts
$328K – – –
PWP
1540
Private Wealth Partners
California
$328K – – –
JWA
1541
JFS Wealth Advisors
Pennsylvania
$327K -$1.34K -14 -0.4%
SIC
1542
Sterling Investment Counsel
New York
$327K – – –
WIM
1543
Westside Investment Management
California
$327K – – –
OWP
1544
Obermeyer Wealth Partners
Colorado
$327K – – –
SRC
1545
Sage Rhino Capital
California
$327K -$10.3K -108 -3%
BDA
1546
Borer Denton & Associates
Pennsylvania
$326K – – –
CCFCSB
1547
Cape Cod Five Cents Savings Bank
Massachusetts
$326K -$9.55K -100 -3%
WDL
1548
Well Done LLC
Michigan
$325K -$21.4K -224 -6%
MKC
1549
M. Kraus & Co
Vermont
$325K -$142K -1,482 -31%
MCCA
1550
Mill Creek Capital Advisors
Pennsylvania
$324K -$500K -5,234 -61%
60 61
62
63 64