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Philip Morris

Name Holding Trade Value Shares
Change
Change in
Stake
ARIS
1726
Advanced Research Investment Solutions
California
$80.2K +$84K +835 New
AWM
1727
Accel Wealth Management
Iowa
$80K – – –
WBC
1728
West Branch Capital
Massachusetts
$79K – – –
CWP
1729
Concord Wealth Partners
Virginia
$78K -$30.7K -305 -27%
CWA
1730
Clearview Wealth Advisors
Oregon
$77K +$15.6K +155 +23%
CA
1731
Centerpoint Advisors
Massachusetts
$75K – – –
PCH
1732
PGIM Custom Harvest
New Jersey
$73K -$101 -1 -0.1%
SMG
1733
Spectrum Management Group
Indiana
$73K – – –
FCMT
1734
Founders Capital Management (Texas)
Texas
$72K +$76.2K +758 New
NR
1735
Newfound Research
Massachusetts
$72K +$76.7K +763 New
EARNEST Partners
1736
EARNEST Partners
Georgia
$69K – – –
ADL
1737
Asset Dedication LLC
California
$67K – – –
AS
1738
Altshuler Shaham
Israel
$66K -$181K -1,796 -72%
PK
1739
Pflug Koory
Nebraska
$65K – – –
HIM
1740
Hillsdale Investment Management
Ontario, Canada
$64K – – –
SQA
1741
Simon Quick Advisors
New Jersey
$64K +$1.41K +14 +2%
BAM
1742
Baldrige Asset Management
Pennsylvania
$63K – – –
ONST
1743
Old North State Trust
North Carolina
$63K – – –
TCCM
1744
Timber Creek Capital Management
Massachusetts
$61K – – –
KFI
1745
Key Financial Inc
Pennsylvania
$60K +$2.11K +21 +3%
TC
1746
Tacita Capital
Ontario, Canada
$59K -$15.1K -150 -19%
TCM
1747
TD Capital Management
Tennessee
$58K – – –
MCM
1748
MV Capital Management
Maryland
$58K +$17.5K +174 +40%
CFN
1749
Cordasco Financial Network
Florida
$56K – – –
MAM
1750
McCarthy Asset Management
California
$56K – – –