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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1701
Liberty Wealth Management
California
$236K +$2.98K +31 +1%
ASC
1702
Atalanta Sosnoff Capital
New York
$236K – – –
MCWS
1703
McKinley Carter Wealth Services
West Virginia
$235K -$16.8K -175 -6%
NAS
1704
NWF Advisory Services
California
$234K – – –
P
1705
&Partners
Tennessee
$234K +$30.2K +314 +14%
JLBC
1706
J.L. Bainbridge & Co
Florida
$234K – – –
LC
1707
Lavaca Capital
Texas
$233K +$242K +2,516 New
CCG
1708
Coastwise Capital Group
California
$233K +$2.12K +22 +0.9%
ECM
1709
Elgethun Capital Management
South Dakota
$233K +$117K +1,217 +93%
PIFP
1710
Partners in Financial Planning
Virginia
$233K – – –
FUBT
1711
First United Bank & Trust
Maryland
$233K -$2.69K -28 -1%
LCM
1712
LCM Capital Management
Illinois
$232K +$4.04K +42 +2%
PA
1713
PFG Advisors
Arizona
$232K -$762K -7,922 -76%
BFM
1714
Boothbay Fund Management
New York
$232K -$1.19M -12,319 -83%
CCM
1715
Cohen Capital Management
California
$231K – – –
GA
1716
Geller Advisors
New York
$231K -$23.2K -241 -9%
TBA
1717
Tower Bridge Advisors
Pennsylvania
$231K -$52.3K -543 -18%
BA
1718
Birinyi Associates
Connecticut
$231K +$241K +2,500 New
TNA
1719
True North Advisors
Texas
$230K -$18.5K -192 -7%
AI
1720
AXS Investments
New York
$230K -$89.8K -933 -27%
AF
1721
Apexium Financial
Texas
$229K +$11.2K +116 +5%
EL
1722
Essex LLC
Illinois
$229K +$481 +5 +0.2%
MCM
1723
Marathon Capital Management
Maryland
$228K – – –
BWP
1724
Balboa Wealth Partners
Arizona
$228K +$1.25K +13 +0.5%
SFP
1725
Shepherd Financial Partners
Massachusetts
$228K -$7.99K -83 -3%
67 68
69
70 71