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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
FPFS
1751
First Personal Financial Services
North Carolina
$25K – – –
PVH
1752
Psagot Value Holdings
Israel
$25K – – –
SC
1753
Sawyer & Company
Massachusetts
$25K – – –
LGA
1754
Lebenthal Global Advisors
New York
$24K +$23.4K +300 New
LFG
1755
Larson Financial Group
Missouri
$22K +$311 +4 +2%
ADL
1756
Asset Dedication LLC
California
$21K – – –
ANBT
1757
American National Bank & Trust
Texas
$21K +$11.7K +150 +150%
OAJ
1758
Ogorek Anthony Joseph
New York
$19K – – –
CMBA
1759
C.M. Bidwell & Associates
Hawaii
$18K – – –
JMF
1760
Johnson Midwest Financial
Iowa
$18K +$17.2K +221 New
CPWM
1761
Cypress Point Wealth Management
Texas
$17K +$15.6K +200 New
JPLA
1762
Joseph P. Lucia & Associates
New York
$17K +$15.6K +200 New
SQA
1763
Simon Quick Advisors
New Jersey
$16K +$6.31K +81 +70%
CTFG
1764
Capstone Triton Financial Group
Oklahoma
$15K +$14.5K +186 New
FP
1765
Fiduciary Planning
Florida
$14K +$234 +3 +2%
AFS
1766
Annapolis Financial Services
Maryland
$14K +$12.9K +166 New
FRA
1767
Front Row Advisors
California
$13K – – –
DWP
1768
Destiny Wealth Partners
Florida
$13K +$12.6K +162 New
RWM
1769
Raffa Wealth Management
District of Columbia
$12.4K – – –
EI
1770
Ellevest Inc
New York
$12K – – –
NFSG
1771
Newbridge Financial Services Group
Florida
$12K – – –
NC
1772
NewSquare Capital
Pennsylvania
$11K – – –
GG
1773
Gleason Group
Kentucky
$11K +$156 +2 +2%
CDIA
1774
Capital Directions Investment Advisors
Georgia
$10K – – –
MAWCM
1775
Mine & Arao Wealth Creation & Management
California
$10K – – –
69 70
71
72 73