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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
SCP
2501
Stevens Capital Partners
Nebraska
$237K +$227K +1,311 New
UIA
2502
Ulland Investment Advisors
Minnesota
$237K – – –
SW
2503
SlateStone Wealth
Florida
$237K +$4.34K +25 +2%
SMWM
2504
Silvia McColl Wealth Management
California
$237K – – –
HPBT
2505
Hickory Point Bank & Trust
Illinois
$237K – – –
LWP
2506
LMG Wealth Partners
Louisiana
$236K -$1.56K -9 -0.7%
E
2507
EntreWealth
Texas
$236K +$218K +1,256 New
WB
2508
West Bancorporation
Iowa
$236K -$54.1K -312 -19%
SPWM
2509
Straight Path Wealth Management
Michigan
$236K – – –
PWP
2510
Parkwoods Wealth Partners
New York
$236K +$226K +1,303 New
CCG
2511
Coastwise Capital Group
California
$235K +$1.21K +7 +0.5%
GPCM
2512
Guardsman Private Capital Management
Florida
$235K – – –
HCM
2513
Hutchinson Capital Management
California
$235K +$1.04K +6 +0.5%
SFP
2514
Shepherd Financial Partners
Massachusetts
$235K +$4.51K +26 +2%
FFM
2515
Flagstone Financial Management
Nebraska
$235K – – –
MVA
2516
Mount Vernon Associates
Maryland
$235K – – –
ACA
2517
Aspire Capital Advisors
Washington
$235K +$1.91K +11 +0.9%
FSA
2518
Fort Sheridan Advisors
Illinois
$235K – – –
BL
2519
BFSG LLC
California
$234K -$2.08K -12 -0.9%
AGC
2520
August Group Capital
$234K +$3.29K +19 +1%
PFG
2521
Putney Financial Group
California
$233K – – –
WW
2522
Wright Wealth
Georgia
$232K – – –
GWM
2523
GSB Wealth Management
Connecticut
$232K – – –
SWM
2524
Sculati Wealth Management
Michigan
$232K +$208K +1,200 New
HAM
2525
Harmony Asset Management
Arizona
$232K -$2.6K -15 -1%
99 100
101
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