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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
EW
1776
Evoke Wealth
California
$210K +$215K +2,236 New
BFWA
1777
Benchmark Financial Wealth Advisors
Florida
$210K -$95.5K -992 -30%
SAM
1778
Secure Asset Management
Michigan
$209K +$217K +2,259 New
KFI
1779
Key Financial Inc
Pennsylvania
$209K -$12.5K -130 -5%
DBT
1780
Dubuque Bank & Trust
Iowa
$209K +$217K +2,257 New
AWM
1781
AllSquare Wealth Management
New York
$209K – – –
SXL
1782
Summit X LLC
Missouri
$208K -$956K -9,929 -82%
FWM
1783
Finer Wealth Management
Massachusetts
$208K – – –
ATC
1784
Adirondack Trust Company
New York
$208K -$2.41K -25 -1%
CPRC
1785
Consolidated Portfolio Review Corp
New York
$207K -$8.47K -88 -4%
ECG
1786
Edge Capital Group
Georgia
$206K -$15.8K -164 -7%
CIA
1787
Cladis Investment Advisory
Montana
$206K – – –
PBK
1788
Peoples Bank (Kansas)
Kansas
$206K +$214K +2,228 New
CWM
1789
Centurion Wealth Management
Virginia
$205K +$213K +2,210 New
ACM
1790
Argyle Capital Management
Pennsylvania
$204K – – –
DIP
1791
DT Investment Partners
Pennsylvania
$203K +$48.1K +500 +29%
JCM
1792
Jacobsen Capital Management
Utah
$203K +$211K +2,195 New
CF
1793
Clarity Financial
Texas
$203K – – –
CICI
1794
Capital Investment Counsel Inc
North Carolina
$203K – – –
HIA
1795
HTG Investment Advisors
Connecticut
$202K -$60.5K -629 -22%
CC
1796
Commons Capital
Massachusetts
$201K +$96 +1 +0%
LC
1797
Lincoln Capital
Nebraska
$201K – – –
CHC
1798
City Holding Co
West Virginia
$201K -$27.7K -288 -12%
QC
1799
Quadrature Capital
United Kingdom
$201K -$2.13M -22,107 -91%
WWC
1800
Waypoint Wealth Counsel
Georgia
$200K +$1.35K +14 +0.7%
70 71
72
73 74