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Philip Morris

Name Holding Trade Value Shares
Change
Change in
Stake
OIS
1776
Okabena Investment Services
Minnesota
$522K +$38.7K +250 +8%
XWM
1777
Xcel Wealth Management
Florida
$520K -$31K -200 -6%
GC
1778
Garde Capital
Washington
$520K -$466K -3,006 -48%
DF Dent & Co
1779
DF Dent & Co
Maryland
$520K +$30.8K +199 +7%
SIS
1780
Sound Income Strategies
Florida
$519K +$51.9K +335 +13%
LSIA
1781
LaSalle St. Investment Advisors
Illinois
$519K +$64.6K +417 +15%
RWB
1782
RMR Wealth Builders
New Jersey
$519K -$3.87K -25 -0.8%
MIM
1783
Marco Investment Management
Georgia
$517K – – –
AEGON Asset Management (UK)
1784
AEGON Asset Management (UK)
United Kingdom
$517K +$142K +914 +40%
EF
1785
Elite Financial
Idaho
$517K -$23.2K -150 -4%
BWA
1786
Basecamp Wealth Advisors
Washington
$516K +$498K +3,216 New
SCM
1787
Silvant Capital Management
Georgia
$515K – – –
TW
1788
TritonPoint Wealth
Maryland
$514K -$154K -993 -24%
LSV Asset Management
1789
LSV Asset Management
Illinois
$513K – – –
EWA
1790
Exit Wealth Advisors
Georgia
$511K +$2.48K +16 +0.5%
Financial Engines Advisors
1791
Financial Engines Advisors
California
$509K -$362K -2,338 -42%
RFP
1792
Root Financial Partners
California
$508K +$2.48K +16 +0.5%
TFA
1793
Toth Financial Advisory
Virginia
$508K +$775 +5 +0.2%
CPSAC
1794
Chas P. Smith & Associates (CPS)
Florida
$506K +$36.7K +237 +8%
OAS
1795
Optivise Advisory Services
Tennessee
$506K +$114K +733 +30%
CCC
1796
Compass Capital Corp
Massachusetts
$506K +$36.3K +234 +9%
SA
1797
Strategic Advisors
New York
$505K +$4.96K +32 +1%
Becker Capital Management
1798
Becker Capital Management
Oregon
$505K +$9.3K +60 +2%
BFA
1799
Bright Financial Advisors
Michigan
$504K +$155 +1 +0%
CFS
1800
CRA Financial Services
New Jersey
$499K +$10.8K +70 +2%