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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1526
Courier Capital
New York
$368K -$21.3K -231 -5%
WP
1527
WealthShield Partners
North Carolina
$368K +$18.6K +202 +5%
BCFD
1528
Boit C.F. David
$367K – – –
CCG
1529
Coastwise Capital Group
California
$366K +$134K +1,455 +57%
FNFDCM
1530
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$366K -$4.61K -50 -1%
NP
1531
Nilsine Partners
Colorado
$366K -$43.6K -473 -11%
OL
1532
OneFund LLC
Florida
$365K -$10.1K -110 -3%
BCM
1533
Buckhead Capital Management
Georgia
$364K -$1.75M -18,977 -83%
BWP
1534
BSW Wealth Partners
Colorado
$363K – – –
IPW
1535
Inlet Private Wealth
Florida
$363K -$231K -2,500 -39%
FAT
1536
First American Trust
California
$363K +$146K +1,587 +67%
CA
1537
Carson Advisory
Georgia
$362K +$553 +6 +0.2%
WCM
1538
Wallace Capital Management
Texas
$362K +$76.1K +825 +26%
HIS
1539
Horizon Investment Services
Indiana
$362K -$34.9K -378 -9%
GPFA
1540
Game Plan Financial Advisors
Ohio
$361K +$363K +3,940 New
ZIG
1541
Zullo Investment Group
Pennsylvania
$361K +$2.4K +26 +0.7%
GHAM
1542
Gilman Hill Asset Management
Connecticut
$360K -$15.6K -169 -4%
HFS
1543
Howard Financial Services
Texas
$358K -$42K -455 -10%
OWA
1544
One Wealth Advisors
California
$357K +$355K +3,845 New
UF
1545
Univest Financial
Pennsylvania
$356K – – –
PWM
1546
Prentice Wealth Management
New York
$355K +$30.7K +333 +9%
CCG
1547
Catalina Capital Group
California
$355K +$357K +3,870 New
KIA
1548
KCM Investment Advisors
California
$354K +$9.59K +104 +3%
EDRH
1549
Edmond de Rothschild Holding
Switzerland
$353K – – –
GCM
1550
Gables Capital Management
Florida
$352K – – –
60 61
62
63 64