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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
UF
1526
Univest Financial
Pennsylvania
$366K – – –
BCFD
1527
Boit C.F. David
$365K – – –
EDRH
1528
Edmond de Rothschild Holding
Switzerland
$362K – – –
ACI
1529
Alpha Cubed Investments
California
$362K +$18.9K +205 +6%
GCM
1530
Gables Capital Management
Florida
$362K – – –
VCG
1531
Vantage Consulting Group
Virginia
$362K -$9.03K -98 -2%
RIM
1532
Rakuten Investment Management
Japan
$361K +$354K +3,838 New
PB
1533
Pinnacle Bancorp
Nebraska
$359K +$3.96K +43 +1%
HIC
1534
Holderness Investments Company
North Carolina
$359K +$1.2K +13 +0.3%
AF
1535
Arrow Financial
New York
$359K – – –
PCIG
1536
Partners Capital Investment Group
Massachusetts
$358K +$351K +3,809 New
JAG
1537
Journey Advisory Group
Kentucky
$358K – – –
WP
1538
WealthShield Partners
North Carolina
$358K -$2.86K -31 -0.8%
GWANC
1539
Guardian Wealth Advisors (North Carolina)
North Carolina
$357K -$137K -1,485 -28%
LAS
1540
Lloyd Advisory Services
Georgia
$356K -$863K -9,368 -71%
SPWM
1541
Schrum Private Wealth Management
Florida
$354K +$1.01K +11 +0.3%
KIA
1542
KCM Investment Advisors
California
$354K -$19.4K -211 -5%
EGA
1543
E&G Advisors
Texas
$354K -$309K -3,350 -47%
SIG
1544
Sargent Investment Group
Maryland
$351K -$123K -1,330 -26%
LIA
1545
LBMC Investment Advisors
Tennessee
$351K -$15.8K -171 -4%
AAS
1546
Asset Allocation Strategies
Michigan
$351K +$13.2K +143 +4%
TWM
1547
Tradition Wealth Management
Minnesota
$350K +$3.32K +36 +1%
RCA
1548
Resonant Capital Advisors
Wisconsin
$348K -$12.1K -131 -3%
CAM
1549
Carret Asset Management
New York
$348K +$1.94K +21 +0.6%
CA
1550
Callahan Advisors
Texas
$348K +$184 +2 +0.1%
60 61
62
63 64