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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
1576
BOK Financial Private Wealth
Colorado
$227K +$217K +2,555 New
SFA
1577
Stewardship Financial Advisors
Georgia
$226K – – –
KM
1578
Kalos Management
Georgia
$226K +$202K +2,373 New
AW
1579
ACG Wealth
Georgia
$225K -$7.56K -89 -3%
RIM
1580
Rockbridge Investment Management
New York
$224K -$17.6K -207 -8%
EIA
1581
Eastover Investment Advisors
North Carolina
$224K -$6.37K -75 -3%
PTB
1582
Pioneer Trust Bank
Oregon
$224K – – –
SWP
1583
ShoreHaven Wealth Partners
New Jersey
$224K +$2.89K +34 +1%
FFS
1584
Founders Financial Securities
Maryland
$224K +$214K +2,523 New
FHC
1585
First Heartland Consultants
Missouri
$224K +$215K +2,528 New
PWM
1586
PRW Wealth Management
Massachusetts
$223K -$135K -1,589 -39%
AWA
1587
ARS Wealth Advisors
Florida
$223K – – –
RW
1588
Rede Wealth
Virginia
$223K – – –
QCM
1589
Quest Capital Management
Texas
$223K +$213K +2,509 New
C
1590
Certuity
Florida
$223K +$214K +2,517 New
GSWM
1591
Golden State Wealth Management
California
$222K -$55.1K -649 -21%
CCM
1592
Cohen Capital Management
California
$222K -$8.49K -100 -4%
RB
1593
Rodgers Brothers
Pennsylvania
$222K – – –
IWS
1594
Insight Wealth Strategies
California
$222K +$1.95K +23 +0.9%
MW
1595
MBL Wealth
North Carolina
$220K +$210K +2,472 New
EWG
1596
Executive Wealth Group
Washington
$219K +$2.97K +35 +1%
BFM
1597
Boston Financial Management
Massachusetts
$219K -$85.9K -1,011 -29%
MFGM
1598
Marshall Financial Group (Maryland)
Maryland
$219K +$209K +2,463 New
CAC
1599
Certified Advisory Corp
Florida
$218K +$209K +2,459 New
S
1600
SimplyRich
California
$216K – – –
62 63
64
65 66