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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
IFU
1701
iSAM Funds (UK)
United Kingdom
$375K +$30.7K +264 +9%
GPW
1702
Gentry Private Wealth
Kansas
$374K -$19.5K -168 -5%
PBK
1703
Peoples Bank (Kansas)
Kansas
$374K – – –
LIM
1704
Loudon Investment Management
New Hampshire
$373K – – –
EB
1705
Eastern Bank
Massachusetts
$373K +$357K +3,071 New
AF
1706
Apexium Financial
Texas
$372K +$62.7K +540 +21%
GFA
1707
Gallagher Fiduciary Advisors
Illinois
$371K +$66.9K +576 +23%
CFA
1708
Cahill Financial Advisors
Minnesota
$370K +$87.6K +754 +33%
XWM
1709
Xcel Wealth Management
Florida
$368K – – –
WI
1710
Wintrust Investments
Illinois
$368K -$592K -5,092 -63%
CCM
1711
Chaney Capital Management
Washington
$368K – – –
GCWM
1712
Graham Capital Wealth Management
District of Columbia
$367K -$5.11K -44 -1%
FPCG
1713
Fort Pitt Capital Group
Pennsylvania
$367K – – –
ACI
1714
Alpha Cubed Investments
California
$367K +$2.44K +21 +0.7%
GWANC
1715
Guardian Wealth Advisors (North Carolina)
North Carolina
$367K -$2.32K -20 -0.7%
BWM
1716
BNC Wealth Management
Oregon
$367K – – –
OWM
1717
Opes Wealth Management
California
$366K – – –
DCBT
1718
Dakota Community Bank & Trust
North Dakota
$366K -$3.49K -30 -1%
PWAM
1719
Pinnacle West Asset Management
Wyoming
$364K – – –
ACG
1720
Allen Capital Group
Nebraska
$364K +$88.4K +761 +34%
KA
1721
Klingman & Associates
New York
$363K +$930 +8 +0.3%
FWM
1722
Foguth Wealth Management
Michigan
$363K -$180K -1,549 -34%
SRC
1723
Sage Rhino Capital
California
$362K +$6.97K +60 +2%
HSWM
1724
Hubbell Strickland Wealth Management
Louisiana
$362K -$29.4K -253 -8%
NQWM
1725
Northwest Quadrant Wealth Management
Oregon
$361K -$3.02K -26 -0.9%
67 68
69
70 71