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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1801
Cohen Capital Management
California
$229K – – –
GWM
1802
GSB Wealth Management
Connecticut
$228K +$184 +2 +0.1%
FFS
1803
Founders Financial Securities
Maryland
$227K -$24.8K -269 -10%
CAM
1804
Concorde Asset Management
Michigan
$227K -$18K -195 -7%
AF
1805
Apexium Financial
Texas
$227K -$23.1K -250 -9%
BI
1806
Ballast Inc
Kentucky
$227K -$19.8K -215 -8%
ATIA
1807
American Trust Investment Advisors
New Hampshire
$226K +$228K +2,469 New
MCWS
1808
McKinley Carter Wealth Services
West Virginia
$225K +$10.2K +111 +5%
DWA
1809
Delap Wealth Advisory
Oregon
$225K -$290K -3,147 -56%
NEWAS
1810
N.E.W. Advisory Services
Wisconsin
$225K +$92 +1 +0%
FFA
1811
Florida Financial Advisors
Florida
$225K -$29.7K -322 -12%
BIM
1812
Baldwin Investment Management
Pennsylvania
$224K -$9.22K -100 -4%
MBI
1813
May Barnhard Investments
Maryland
$224K +$3.13K +34 +1%
TA
1814
TruWealth Advisors
Louisiana
$224K – – –
PWM
1815
Power Wealth Management
Georgia
$224K +$225K +2,443 New
MCM
1816
Marathon Capital Management
Maryland
$223K – – –
CP
1817
Capital Planning
Washington
$223K +$221K +2,400 New
S
1818
SimplyRich
California
$223K -$369 -4 -0.2%
FHC
1819
First Heartland Consultants
Missouri
$223K +$224K +2,434 New
CA
1820
Crewe Advisors
Utah
$222K +$224K +2,424 New
CICI
1821
Capital Investment Counsel Inc
North Carolina
$221K – – –
HIG
1822
Heritage Investment Group
Florida
$221K +$24.9K +270 +13%
RC
1823
Roundview Capital
New Jersey
$221K +$222K +2,412 New
AWM
1824
Accel Wealth Management
Iowa
$221K +$22.9K +248 +11%
MFG
1825
MTM Financial Group
Pennsylvania
$221K +$738 +8 +0.3%
71 72
73
74 75