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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
CSC
1726
Caldwell Sutter Capital
California
$650K – – –
BSB
1727
Bangor Savings Bank
Maine
$650K -$520 -3 -0.1%
CAWM
1728
Capital Advisors Wealth Management
Washington
$648K +$3.99K +23 +0.6%
GAB
1729
German American Bancorp
Indiana
$648K – – –
CPA
1730
Capital Performance Advisors
California
$647K -$638K -3,677 -51%
RCWM
1731
Royal Capital Wealth Management
Indiana
$647K +$520 +3 +0.1%
RWFS
1732
Rayburn West Financial Services
Tennessee
$647K – – –
GBWM
1733
Granite Bay Wealth Management
New Hampshire
$646K +$355K +2,045 +134%
GGI
1734
Godsey & Gibb Inc
Virginia
$646K -$9.19K -53 -1%
RFO
1735
RiverGlades Family Offices
Florida
$644K +$104K +600 +20%
KAS
1736
KPP Advisory Services
Kentucky
$644K -$96.6K -557 -14%
GPWM
1737
Grant Private Wealth Management
California
$644K +$70.9K +409 +13%
AWM
1738
Avior Wealth Management
Nebraska
$643K -$186K -1,070 -23%
FFA
1739
Fi3 Financial Advisors
Indiana
$643K +$6.29M +36,276 +1,992%
CT
1740
Coastline Trust
Rhode Island
$643K -$60.7K -350 -9%
CG
1741
CFO4Life Group
Texas
$639K -$106K -609 -15%
LPT
1742
Legacy Private Trust
Wisconsin
$639K -$6.24K -36 -1%
PIMG
1743
Patriot Investment Management Group
Tennessee
$638K – – –
RC
1744
Roundview Capital
New Jersey
$638K +$86.7K +500 +17%
WP
1745
Westmount Partners
California
$638K +$2.25K +13 +0.4%
RFP
1746
Root Financial Partners
California
$634K -$30K -173 -5%
FFA
1747
Florida Financial Advisors
Florida
$632K +$158K +911 +35%
JLBC
1748
J.L. Bainbridge & Co
Florida
$632K – – –
OWP
1749
ORG Wealth Partners
Texas
$631K +$88.8K +512 +17%
SAW
1750
Signal Advisors Wealth
Michigan
$630K +$221K +1,276 +58%
68 69
70
71 72