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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
2476
MBE Wealth Management
Wisconsin
$209K – – –
SPWM
2477
Straight Path Wealth Management
Michigan
$209K – – –
MVA
2478
Mount Vernon Associates
Maryland
$209K – – –
GPCM
2479
Guardsman Private Capital Management
Florida
$209K +$202K +1,301 New
CFG
2480
Clayton Financial Group
Missouri
$209K +$8.83K +57 +5%
W
2481
Wealthquest
Ohio
$208K +$201K +1,298 New
GT
2482
GreatBanc Trust
Illinois
$208K -$16.3K -105 -7%
KCFA
2483
Key Client Fiduciary Advisors
New Jersey
$207K -$1.24K -8 -0.6%
MFWP
2484
Mosaic Family Wealth Partners
Missouri
$207K -$15.3K -99 -7%
TSS
2485
Thomas Story & Son
Indiana
$207K – – –
WAM
2486
Wallington Asset Management
Indiana
$207K – – –
HFP
2487
Holistic Financial Partners
Indiana
$207K -$35.6K -230 -15%
SHFG
2488
S Harris Financial Group
Texas
$207K +$200K +1,288 New
PFG
2489
Putney Financial Group
California
$206K +$199K +1,287 New
FA
2490
Fiducient Advisors
Illinois
$206K -$23.5K -152 -11%
SIAG
2491
Safeguard Investment Advisory Group
California
$205K +$4.65K +30 +2%
RF
2492
Rossby Financial
Florida
$205K -$33.5K -216 -14%
VFG
2493
V2 Financial group
Illinois
$205K +$155 +1 +0.1%
ACA
2494
Aspire Capital Advisors
Washington
$205K -$465 -3 -0.2%
SFP
2495
Shepherd Financial Partners
Massachusetts
$204K – – –
RFA
2496
Rollins Financial Advisors
New York
$204K -$7.44K -48 -4%
PCA
2497
Providence Capital Advisors
North Carolina
$204K -$20.1K -130 -9%
HCM
2498
Hutchinson Capital Management
California
$204K +$1.24K +8 +0.6%
PTB
2499
Pioneer Trust Bank
Oregon
$203K – – –
WLPWM
2500
Walled Lake Planning & Wealth Management
Illinois
$203K +$310 +2 +0.2%
98 99
100
101 102