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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1951
Wealthstream Advisors
New York
$404K +$11.2K +79 +3%
CST
1952
Charles Schwab Trust
Nevada
$403K -$156K -1,102 -30%
NAMP
1953
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$403K – – –
SFGP
1954
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$402K +$5.24K +37 +1%
LCM
1955
LCM Capital Management
Illinois
$401K +$5.52K +39 +2%
IAS
1956
Investment Advisory Services
Texas
$401K +$2.27K +16 +0.6%
AGA
1957
Arkos Global Advisors
Texas
$401K – – –
NMCM
1958
Nicholson Meyer Capital Management
Missouri
$401K +$358K +2,525 New
TW
1959
Transform Wealth
Colorado
$400K – – –
PIFP
1960
Partners in Financial Planning
Virginia
$399K – – –
BFWA
1961
Benchmark Financial Wealth Advisors
Florida
$399K -$11.8K -83 -3%
BI
1962
Binnacle Investments
Iowa
$398K +$355K +2,505 New
AWAG
1963
ARS Wealth Advisors Group
Florida
$397K -$1.42K -10 -0.4%
CCM
1964
Cohen Capital Management
California
$397K – – –
HP
1965
Highlander Partners
Texas
$397K – – –
ITFISA
1966
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$397K – – –
RI
1967
Ridgewood Investments
New Jersey
$393K -$262K -1,852 -42%
CIAS
1968
CFS Investment Advisory Services
New Jersey
$393K -$6.8K -48 -2%
PCA
1969
Purkiss Capital Advisors
Connecticut
$392K +$64.3K +454 +23%
ATIA
1970
American Trust Investment Advisors
New Hampshire
$392K – – –
MA
1971
MAS Advisors
Florida
$392K +$83.3K +588 +31%
BWM
1972
BKM Wealth Management
Wisconsin
$391K -$2.27K -16 -0.6%
RFO
1973
RiverGlades Family Offices
Florida
$390K – – –
LWANC
1974
Laurel Wealth Advisors (North Carolina)
North Carolina
$390K -$36.5K -258 -10%
CWM
1975
Concentrum Wealth Management
California
$390K +$20.7K +146 +6%
77 78
79
80 81