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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
BCP
1701
Blackhawk Capital Partners
Wisconsin
$39K +$417 +4 +1%
SFA
1702
Spectrum Financial Alliance
Kentucky
$39K +$41.7K +400 New
PFO
1703
Pathstone Family Office
New Jersey
$37K +$39.1K +375 New
WWMSC
1704
Wagner Wealth Management (South Carolina)
South Carolina
$36K -$15.3K -147 -29%
LWM
1705
Lenox Wealth Management
Ohio
$36K +$8.96K +86 +31%
VCM
1706
Vigilant Capital Management
Maine
$33K -$10K -96 -22%
RCG
1707
Ruggie Capital Group
Florida
$33K +$104 +1 +0.3%
SIS
1708
Sound Income Strategies
Florida
$33K +$3.23K +31 +10%
PA
1709
Perennial Advisors
New York
$32K – – –
NCM
1710
Northstar Capital Management
New York
$30K – – –
SC
1711
Sawyer & Company
Massachusetts
$30K – – –
SAM
1712
Shamrock Asset Management
Texas
$30K – – –
JA
1713
JOYN Advisors
Georgia
$30K +$31.2K +300 New
OSAM
1714
O'Shaughnessy Asset Management
Connecticut
$25K +$18.3K +176 +248%
MPPLM
1715
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$24K -$2.92K -28 -11%
BC
1716
Barnett & Company
Tennessee
$24K – – –
RIA
1717
RPG Investment Advisory
California
$24K – – –
LWS
1718
Lucia Wealth Services
California
$24K +$25.5K +245 New
CIA
1719
Cascade Investment Advisors
Oregon
$22.4K – – –
PW
1720
Price Wealth
Texas
$21K -$22.2K -213 -50%
CMBA
1721
C.M. Bidwell & Associates
Hawaii
$21K – – –
SLF
1722
Sun Life Financial
Ontario, Canada
$20.8K -$1.24M -11,900 -85%
HFP
1723
Holistic Financial Partners
Indiana
$17K -$10.4K -100 -38%
PRS
1724
Pinkerton Retirement Specialists
Idaho
$17K – – –
PCIA
1725
Prime Capital Investment Advisors
Kansas
$17K +$17.3K +166 New
67 68
69
70 71