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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1651
PRW Wealth Management
Massachusetts
$60K -$255K -3,170 -82%
AW
1652
Alpha Windward
Massachusetts
$60K -$4.67K -58 -8%
LWM
1653
Lenox Wealth Management
Ohio
$59K -$805 -10 -1%
HIM
1654
Hillsdale Investment Management
Ontario, Canada
$59K +$54K +670 New
NCM
1655
Northstar Capital Management
New York
$58K +$53.2K +660 New
SWP
1656
Strategic Wealth Partners
Ohio
$57K -$9.42K -117 -15%
PO
1657
Private Ocean
California
$57K -$3.3K -41 -6%
TCCM
1658
Timber Creek Capital Management
Massachusetts
$57K – – –
GTAM
1659
Global Trust Asset Management
Florida
$56K -$13.4K -167 -21%
WCG
1660
Weaver Consulting Group
California
$55K +$57.6K +715 New
TCM
1661
TD Capital Management
Tennessee
$54K – – –
LGWM
1662
Litman Gregory Wealth Management
California
$53K – – –
GWA
1663
Guidant Wealth Advisors
Illinois
$51K -$14.1K -175 -23%
TIM
1664
Tortoise Investment Management
New York
$50K – – –
SAM
1665
Shamrock Asset Management
Texas
$50K +$16.1K +200 +54%
AIM
1666
Arcadia Investment Management
Michigan
$49K – – –
CYG
1667
Clean Yield Group
Vermont
$49K – – –
PK
1668
Pflug Koory
Nebraska
$48K – – –
CFN
1669
Cordasco Financial Network
Florida
$47K +$81 +1 +0.2%
TAIM
1670
TD Ameritrade Investment Management
Nebraska
$45K -$21.2K -263 -34%
BL
1671
Balentine LLC
Georgia
$45K +$22.6K +281 +122%
QCIG
1672
Quad-Cities Investment Group
Iowa
$44K -$42.5K -528 -52%
AIS
1673
Accurate Investment Solutions
Pennsylvania
$44K – – –
MIM
1674
Macroview Investment Management
Maryland
$44K – – –
NCM
1675
New Capital Management
Texas
$44K – – –
65 66
67
68 69