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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
CPW
2051
Cove Private Wealth
New York
$425K +$28.6K +165 +8%
DHC
2052
Drum Hill Capital
Connecticut
$424K – – –
KLI
2053
Kelman-Lazarov Inc
Tennessee
$423K -$104K -602 -20%
CWM
2054
Centurion Wealth Management
Virginia
$423K -$22.4K -129 -5%
CCT
2055
Chemung Canal Trust
New York
$423K – – –
ASC
2056
Atalanta Sosnoff Capital
New York
$422K – – –
LA
2057
Lifeworks Advisors
Michigan
$421K -$124K -717 -24%
WF
2058
Warner Financial
Maryland
$421K +$694 +4 +0.2%
DAS
2059
Daybright Advisory Services
Florida
$419K +$6.24K +36 +2%
RIP
2060
Reliant Investment Partners
North Carolina
$418K +$347 +2 +0.1%
WCM
2061
Wealthcare Capital Management
Virginia
$418K +$1.21K +7 +0.3%
SEP
2062
Signature Equity Partners
Ohio
$418K +$160K +924 +67%
RI
2063
Ridgewood Investments
New Jersey
$417K +$1.56K +9 +0.4%
MI
2064
Markowski Investments
Florida
$416K +$399K +2,301 New
OPW
2065
Osprey Private Wealth
New York
$416K -$26K -150 -6%
WFPG
2066
Waller Financial Planning Group
Ohio
$415K -$9.37K -54 -2%
MAM
2067
McLean Asset Management
Virginia
$412K +$15.6K +90 +4%
ACM
2068
Armbruster Capital Management
New York
$412K -$579K -3,341 -59%
6F
2069
626 Financial
Michigan
$410K -$25.8K -149 -6%
MA
2070
MW Advisory
Georgia
$409K +$392K +2,263 New
DIA
2071
Dean Investment Associates
Ohio
$409K – – –
CSB
2072
City State Bank
Iowa
$407K – – –
HAC
2073
Harbor Advisory Corp
New Hampshire
$407K – – –
MLFP
2074
MPS Loria Financial Planners
Illinois
$406K +$2.95K +17 +0.8%
WIM
2075
Warwick Investment Management
Texas
$406K +$34.2K +197 +10%
81 82
83
84 85