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Philip Morris
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Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
1926
Boston Financial Management
Massachusetts
$263K -$24.5K -211 -9%
AMIM
1927
Aull & Monroe Investment Management
Alabama
$263K – – –
FB
1928
First Bancorp
Maine
$262K -$48K -413 -16%
TA
1929
TruWealth Advisors
Louisiana
$262K -$581 -5 -0.2%
IWP
1930
Invenio Wealth Partners
Florida
$262K – – –
YIA
1931
YHB Investment Advisors
Connecticut
$262K +$10.1K +87 +4%
CWM
1932
Centurion Wealth Management
Virginia
$262K +$250K +2,154 New
BFA
1933
Bragg Financial Advisors
North Carolina
$261K -$86.8K -747 -26%
UBV
1934
United Bank (Virginia)
Virginia
$261K – – –
LWM
1935
LJI Wealth Management
Indiana
$261K – – –
PBO
1936
Peoples Bank (Ohio)
Ohio
$260K – – –
NRC
1937
New Republic Capital
North Carolina
$259K +$13K +112 +6%
LFM
1938
LGT Fund Management
Liechtenstein
$259K +$251K +2,164 New
KCIC
1939
Kuhn & Co Investment Counsel
Illinois
$259K – – –
ACS
1940
Archford Capital Strategies
Illinois
$257K -$42.6K -367 -15%
FUBT
1941
First United Bank & Trust
Maryland
$257K -$25.6K -220 -9%
RFA
1942
Resurgent Financial Advisors
Georgia
$256K -$9.53K -82 -4%
SWM
1943
SilverOak Wealth Management
Minnesota
$256K – – –
PG
1944
Patten Group
Tennessee
$256K – – –
CAM
1945
Costello Asset Management
Pennsylvania
$255K – – –
BBNA
1946
Bremer Bank National Association
Minnesota
$255K -$31.3K -269 -11%
RA
1947
Riverstone Advisors
Texas
$255K – – –
SIA
1948
Sage Investment Advisers
New York
$255K +$244K +2,097 New
NDSI
1949
Newman Dignan & Sheerar Inc
Rhode Island
$254K +$227K +1,950 New
PCM
1950
Passive Capital Management
Maryland
$253K – – –
76 77
78
79 80