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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1701
Sovereign Financial Group
Connecticut
$375K -$27.1K -233 -7%
IFU
1702
iSAM Funds (UK)
United Kingdom
$375K +$30.7K +264 +9%
GPW
1703
Gentry Private Wealth
Kansas
$374K -$19.5K -168 -5%
PBK
1704
Peoples Bank (Kansas)
Kansas
$374K – – –
LIM
1705
Loudon Investment Management
New Hampshire
$373K – – –
EB
1706
Eastern Bank
Massachusetts
$373K +$357K +3,071 New
AF
1707
Apexium Financial
Texas
$372K +$62.7K +540 +21%
GFA
1708
Gallagher Fiduciary Advisors
Illinois
$371K +$66.9K +576 +23%
CFA
1709
Cahill Financial Advisors
Minnesota
$370K +$87.6K +754 +33%
XWM
1710
Xcel Wealth Management
Florida
$368K – – –
WI
1711
Wintrust Investments
Illinois
$368K -$592K -5,092 -63%
CCM
1712
Chaney Capital Management
Washington
$368K – – –
GCWM
1713
Graham Capital Wealth Management
District of Columbia
$367K -$5.11K -44 -1%
FPCG
1714
Fort Pitt Capital Group
Pennsylvania
$367K – – –
ACI
1715
Alpha Cubed Investments
California
$367K +$2.44K +21 +0.7%
GWANC
1716
Guardian Wealth Advisors (North Carolina)
North Carolina
$367K -$2.32K -20 -0.7%
BWM
1717
BNC Wealth Management
Oregon
$367K – – –
OWM
1718
Opes Wealth Management
California
$366K – – –
DCBT
1719
Dakota Community Bank & Trust
North Dakota
$366K -$3.49K -30 -1%
PWAM
1720
Pinnacle West Asset Management
Wyoming
$364K – – –
ACG
1721
Allen Capital Group
Nebraska
$364K +$88.4K +761 +34%
KA
1722
Klingman & Associates
New York
$363K +$930 +8 +0.3%
FWM
1723
Foguth Wealth Management
Michigan
$363K -$180K -1,549 -34%
SRC
1724
Sage Rhino Capital
California
$362K +$6.97K +60 +2%
HSWM
1725
Hubbell Strickland Wealth Management
Louisiana
$362K -$29.4K -253 -8%
67 68
69
70 71