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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
QFA
1876
Quantum Financial Advisors
California
$528K +$12K +69 +2%
SFS
1877
Security Financial Services
Indiana
$527K +$17.5K +101 +4%
CGF
1878
Constant Guidance Financial
Massachusetts
$526K +$10.9K +63 +2%
AL
1879
ADE LLC
Maryland
$525K -$28.1K -162 -5%
IAS
1880
Integrity Advisory Solutions
Texas
$524K +$89.5K +516 +22%
HCP
1881
Hardin Capital Partners
South Carolina
$523K – – –
XF
1882
XML Financial
Maryland
$523K +$1.91K +11 +0.4%
DDC
1883
DF Dent & Co
Maryland
$523K – – –
HI
1884
Hudock Inc
Pennsylvania
$522K +$173 +1 +0%
SMBT
1885
Southern Michigan Bank & Trust
Michigan
$521K -$15.1K -87 -3%
JTWM
1886
Jackson Thornton Wealth Management
Alabama
$520K +$166K +957 +50%
BFA
1887
Bright Financial Advisors
Michigan
$519K +$173 +1 +0%
PBK
1888
Peoples Bank (Kansas)
Kansas
$519K -$4.34K -25 -0.9%
CA
1889
COFG Advisors
Illinois
$518K -$9.54K -55 -2%
PF
1890
PlanVest Financial
Maryland
$517K +$173 +1 +0%
KL
1891
KWMG LLC
Kansas
$517K – – –
JAG
1892
Journey Advisory Group
Kentucky
$517K +$15.1K +87 +3%
PB
1893
Prosperity Bancshares
Texas
$515K +$52.9K +305 +12%
EAN
1894
Excelsior Advisor Network
Colorado
$515K +$494K +2,846 New
CCA
1895
Clearwater Capital Advisors
Illinois
$514K +$7.46K +43 +2%
GWM
1896
GDS Wealth Management
Texas
$514K +$64.9K +374 +15%
CFG
1897
Compton Financial Group
Maryland
$513K -$52K -300 -10%
CAM
1898
Carret Asset Management
New York
$513K – – –
NWM
1899
Northwest Wealth Management
Iowa
$513K +$39.7K +229 +9%
PWM
1900
Platt Wealth Management
California
$512K +$10.1K +58 +2%
74 75
76
77 78