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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
1751
LCM Capital Management
Illinois
$236K +$10.5K +105 +5%
TAIM
1752
TD Ameritrade Investment Management
Nebraska
$236K -$49.6K -498 -17%
S
1753
SimplyRich
California
$236K – – –
LPT
1754
Legacy Private Trust
Wisconsin
$236K -$598 -6 -0.2%
RFA
1755
Resurgent Financial Advisors
Georgia
$236K -$143K -1,437 -37%
FFA
1756
Fragasso Financial Advisors
Pennsylvania
$236K +$997 +10 +0.4%
HGERS
1757
Householder Group Estate & Retirement Specialist
Arizona
$235K +$241K +2,419 New
RIA
1758
Richwood Investment Advisors
Ohio
$234K -$3.99K -40 -2%
ICP
1759
Interchange Capital Partners
Pennsylvania
$234K +$237K +2,378 New
RWB
1760
RMR Wealth Builders
New Jersey
$234K +$239K +2,402 New
SMA
1761
Sage Mountain Advisors
Georgia
$233K +$239K +2,397 New
SWP
1762
ShoreHaven Wealth Partners
New Jersey
$233K -$2.89K -29 -1%
CWC
1763
Carolinas Wealth Consulting
North Carolina
$232K +$50.6K +508 +1%
DBRC
1764
D.B. Root & Company
Pennsylvania
$232K -$100 -1 -0%
PBO
1765
Peoples Bank (Ohio)
Ohio
$231K -$12.5K -125 -5%
SEIA
1766
Signature Estate & Investment Advisors
California
$230K -$6.28K -63 -3%
BG
1767
Benedetti & Gucer
Georgia
$230K +$9.97K +100 +4%
SAM
1768
Sompo Asset Management
Japan
$230K +$8.97K +90 +4%
IIC
1769
Ironwood Investment Counsel
Arizona
$229K +$299 +3 +0.1%
HB
1770
Horizon Bancorp
Indiana
$229K -$4.88K -49 -2%
CSB
1771
City State Bank
Iowa
$228K – – –
MSA
1772
McAlister Sweet & Associates
Texas
$227K – – –
CCFM
1773
Clear Creek Financial Management
Washington
$227K +$8.27K +83 +4%
BWM
1774
BigSur Wealth Management
Florida
$227K – – –
BAM
1775
Byrne Asset Management
New Jersey
$226K +$3.49K +35 +2%
69 70
71
72 73