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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
FPCG
1726
Fort Pitt Capital Group
Pennsylvania
$238K – – –
NC
1727
NinePointTwo Capital
California
$237K – – –
S
1728
SimplyRich
California
$237K – – –
SWM
1729
Sugarloaf Wealth Management
Georgia
$237K -$8.79K -92 -4%
LPT
1730
Legacy Private Trust
Wisconsin
$237K – – –
RIA
1731
Richwood Investment Advisors
Ohio
$235K – – –
TA
1732
TrueWealth Advisors
Alabama
$235K -$59.3K -621 -21%
BW
1733
BIP Wealth
Georgia
$234K -$92.5K -968 -29%
SWP
1734
ShoreHaven Wealth Partners
New Jersey
$234K – – –
ECG
1735
Edge Capital Group
Georgia
$234K -$6.5K -68 -3%
DBRC
1736
D.B. Root & Company
Pennsylvania
$233K +$191 +2 +0.1%
KFI
1737
Key Financial Inc
Pennsylvania
$233K +$12.4K +130 +6%
MFG
1738
MTM Financial Group
Pennsylvania
$233K -$27.5K -288 -11%
SGCA
1739
Steel Grove Capital Advisors
Tennessee
$232K +$227K +2,374 New
BAM
1740
Byrne Asset Management
New Jersey
$231K +$4.78K +50 +2%
IIC
1741
Ironwood Investment Counsel
Arizona
$231K +$287 +3 +0.1%
AF
1742
Apexium Financial
Texas
$230K +$225K +2,351 New
BA
1743
Ballast Advisors
Minnesota
$229K +$17.6K +184 +9%
CSB
1744
City State Bank
Iowa
$229K – – –
MSA
1745
McAlister Sweet & Associates
Texas
$228K – – –
DCM
1746
DGS Capital Management
New Jersey
$227K -$91.5K -958 -29%
MAM
1747
Meeder Asset Management
Ohio
$227K -$62K -649 -22%
CPRC
1748
Consolidated Portfolio Review Corp
New York
$227K -$15.4K -161 -6%
ATC
1749
Adirondack Trust Company
New York
$226K -$30.3K -317 -12%
BAM
1750
Bellevue Asset Management
Washington
$225K +$96 +1 +0%
68 69
70
71 72