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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
2501
HTG Investment Advisors
Connecticut
$225K -$26.4K -154 -11%
MWM
2502
MOKAN Wealth Management
Kansas
$225K +$212K +1,237 New
CIG
2503
Cascade Investment Group
Colorado
$224K +$211K +1,230 New
FWP
2504
FAS Wealth Partners
Kansas
$224K +$211K +1,230 New
MAA
2505
Matrix Asset Advisors
New York
$224K -$22.8K -133 -10%
SWP
2506
Significant Wealth Partners
Illinois
$223K -$36.9K -215 -15%
WCA
2507
Westover Capital Advisors
Delaware
$223K +$210K +1,224 New
CFG
2508
Certior Financial Group
Pennsylvania
$223K +$210K +1,223 New
UPS
2509
UHLMANN PRICE SECURITIES
Illinois
$222K +$210K +1,221 New
HW
2510
HORAN Wealth
Ohio
$222K +$210K +1,221 New
WPA
2511
West Paces Advisors
Georgia
$221K – – –
FWP
2512
Fiduciary Wealth Partners
Massachusetts
$221K +$87.6K +510 +73%
BBA
2513
Braun-Bostich & Associates
Pennsylvania
$219K +$207K +1,205 New
CWA
2514
Centerline Wealth Advisors
Kentucky
$219K +$207K +1,205 New
JRP
2515
Jasper Ridge Partners
California
$219K +$207K +1,205 New
SCM
2516
Stonebridge Capital Management
California
$219K +$206K +1,200 New
EWM
2517
Endowment Wealth Management
Wisconsin
$219K -$11.8K -69 -5%
FWA
2518
Flagship Wealth Advisors
Massachusetts
$219K – – –
AFM
2519
Aspetuck Financial Management
Connecticut
$219K +$206K +1,200 New
SWM
2520
Sculati Wealth Management
Michigan
$219K +$206K +1,200 New
ACA
2521
Affinity Capital Advisors
California
$218K +$206K +1,199 New
IAG
2522
Investment Advisory Group
Massachusetts
$218K +$206K +1,198 New
JGUA
2523
John G. Ullman & Associates
New York
$218K +$206K +1,197 New
PP
2524
PrairieView Partners
Minnesota
$218K – – –
IA
2525
Inspire Advisors
Idaho
$218K -$153K -890 -43%
99 100
101
102 103