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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
PRP
2526
Peak Retirement Planning
Ohio
$212K +$223K +1,283 New
PRS
2527
Pinkerton Retirement Specialists
Idaho
$212K – – –
SW
2528
SlateStone Wealth
Florida
$212K +$3.48K +20 +2%
GWM
2529
GSB Wealth Management
Connecticut
$212K +$3.3K +19 +2%
KCFA
2530
Key Client Fiduciary Advisors
New Jersey
$212K -$2.26K -13 -1%
RFA
2531
Rollins Financial Advisors
New York
$211K +$348 +2 +0.2%
SFP
2532
Shepherd Financial Partners
Massachusetts
$211K – – –
TSS
2533
Thomas Story & Son
Indiana
$211K -$2.95K -17 -1%
AGC
2534
August Group Capital
$210K +$221K +1,272 New
PCA
2535
Providence Capital Advisors
North Carolina
$210K – – –
WLPWM
2536
Walled Lake Planning & Wealth Management
Illinois
$210K +$174 +1 +0.1%
4WM
2537
4J Wealth Management
Virginia
$209K +$220K +1,265 New
RBC
2538
Roble Belko & Company
Pennsylvania
$209K – – –
AWP
2539
Axis Wealth Partners
Rhode Island
$209K +$219K +1,262 New
BDFN
2540
Bond & Devick Financial Network
Minnesota
$208K – – –
SIAG
2541
Safeguard Investment Advisory Group
California
$208K -$3.48K -20 -2%
GAA
2542
Global Assets Advisory
Florida
$208K +$219K +1,260 New
FWM
2543
Finer Wealth Management
Massachusetts
$208K – – –
SFC
2544
Strategic Financial Concepts
Texas
$208K +$218K +1,256 New
FEM
2545
Fulcrum Equity Management
Texas
$207K – – –
BFAG
2546
Blackston Financial Advisory Group
Florida
$207K +$218K +1,254 New
LIA
2547
LS Investment Advisors
Michigan
$207K -$869 -5 -0.4%
SWM
2548
Sterling Wealth Management
Illinois
$206K +$217K +1,246 New
FL
2549
FreeGulliver LLC
Louisiana
$206K +$217K +1,246 New
BA
2550
Ballast Advisors
Minnesota
$206K +$216K +1,244 New
100 101
102
103 104