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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
2051
Bellevue Asset Management
Washington
$415K +$172 +1 +0%
TCMP
2052
Thrive Capital Management (Pennsylvania)
Pennsylvania
$415K -$72K -419 -16%
CSB
2053
City State Bank
Iowa
$415K – – –
KFS
2054
Kelly Financial Services
Massachusetts
$413K +$35.7K +208 +10%
PG
2055
Patten Group
Tennessee
$413K +$8.59K +50 +2%
TCOO
2056
Trust Company of Oklahoma
Oklahoma
$411K -$2.06K -12 -0.5%
GWP
2057
Gateway Wealth Partners
Wisconsin
$409K +$23K +134 +6%
LWM
2058
Liberty Wealth Management
California
$408K +$20.4K +119 +6%
IPWA
2059
International Private Wealth Advisors
California
$407K -$159K -924 -29%
BWM
2060
BlackDiamond Wealth Management
New York
$406K +$69K +402 +21%
IPW
2061
Intergy Private Wealth
Colorado
$406K +$84K +489 +28%
NG
2062
Northstar Group
New York
$405K – – –
SI
2063
Seeds Investor
New York
$405K +$43.8K +255 +13%
MHR
2064
Matthew Hamilton Rosenberg
$405K +$81.9K +477 +27%
LWM
2065
LJI Wealth Management
Indiana
$404K – – –
AL
2066
Aspiriant LLC
California
$403K +$70.2K +409 +23%
CICI
2067
Capital Investment Counsel Inc
North Carolina
$403K +$3.43K +20 +0.9%
CIA
2068
Cladis Investment Advisory
Montana
$402K -$859K -5,000 -69%
GPWM
2069
Grant Private Wealth Management
California
$402K +$11.2K +65 +3%
MLFP
2070
MPS Loria Financial Planners
Illinois
$402K +$7.56K +44 +2%
CWM
2071
Centurion Wealth Management
Virginia
$402K -$3.95K -23 -1%
BTD
2072
BankPlus Trust Department
Mississippi
$402K -$37.4K -218 -9%
AWM
2073
AllSquare Wealth Management
New York
$401K – – –
MPW
2074
Magnolia Private Wealth
Pennsylvania
$400K -$2.06K -12 -0.5%
BAAM
2075
Baker Avenue Asset Management
California
$400K +$37.3K +217 +11%
81 82
83
84 85