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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1551
Birmingham Capital Management
Alabama
$249K – – –
RCWMU
1552
Rothschild & Co Wealth Management (UK)
United Kingdom
$249K – – –
WAG
1553
Winthrop Advisory Group
Massachusetts
$249K +$242K +2,931 New
VWA
1554
Visionary Wealth Advisors
Illinois
$249K +$242K +2,933 New
TWM
1555
Torch Wealth Management
Ohio
$248K -$41.2K -500 -15%
PHAM
1556
Palisades Hudson Asset Management
Florida
$248K – – –
OC
1557
Oarsman Capital
Wisconsin
$247K -$12.4K -150 -5%
CIP
1558
Convergence Investment Partners
Florida
$247K +$2.97K +36 +1%
KOMWMG
1559
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$247K +$240K +2,908 New
SWMG
1560
Strategic Wealth Management Group
Maryland
$246K +$14.1K +171 +6%
BHWM
1561
Bar Harbor Wealth Management
New Hampshire
$245K -$165K -1,997 -41%
WAM
1562
Weiss Asset Management
Massachusetts
$245K -$58.5K -710 -20%
CC
1563
Courier Capital
New York
$245K -$25.8K -313 -10%
TFGT
1564
TS Financial Group (TSFG)
Illinois
$245K +$742 +9 +0.3%
FMT
1565
First Mercantile Trust
Tennessee
$244K -$5.77K -70 -2%
TCM
1566
Telos Capital Management
California
$244K +$236K +2,865 New
CICI
1567
Capital Investment Counsel Inc
North Carolina
$244K +$237K +2,870 New
S
1568
SimplyRich
California
$243K – – –
BWM
1569
BCS Wealth Management
Tennessee
$243K +$235K +2,857 New
GI
1570
Gradient Investments
Minnesota
$242K +$129K +1,561 +122%
MCM
1571
Marathon Capital Management
Maryland
$241K +$4.12K +50 +2%
WMA
1572
Wealth Management Associates
New Jersey
$240K +$165 +2 +0.1%
KF
1573
Krilogy Financial
Missouri
$240K -$14.8K -180 -6%
KCM
1574
Kornitzer Capital Management
Kansas
$239K – – –
WA
1575
Winfield Associates
Ohio
$239K – – –
61 62
63
64 65