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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
4WM
2551
4J Wealth Management
Virginia
$229K – – –
LIA
2552
LBMC Investment Advisors
Tennessee
$229K +$219K +1,265 New
BWM
2553
Bernicke Wealth Management
Wisconsin
$228K +$219K +1,261 New
BDFN
2554
Bond & Devick Financial Network
Minnesota
$228K – – –
SSG
2555
Summit Securities Group
New York
$228K +$174K +1,005 +393%
IAG
2556
Investment Advisory Group
Massachusetts
$228K +$6.94K +40 +3%
FWM
2557
Finer Wealth Management
Massachusetts
$228K – – –
FEM
2558
Fulcrum Equity Management
Texas
$227K +$173 +1 +0.1%
OCBCO
2559
Oversea-Chinese Banking Corp (OCBC)
Singapore
$226K -$594K -3,427 -73%
BFAG
2560
Blackston Financial Advisory Group
Florida
$226K -$1.21K -7 -0.6%
SWM
2561
Sterling Wealth Management
Illinois
$225K – – –
MCA
2562
Magnolia Capital Advisors
Mississippi
$225K -$42.1K -243 -16%
FWA
2563
Flagship Wealth Advisors
Massachusetts
$225K +$7.63K +44 +4%
CFG
2564
Clayton Financial Group
Missouri
$225K -$9.89K -57 -4%
CIC
2565
Cutler Investment Counsel
Oregon
$225K +$214K +1,232 New
PGAM
2566
Princeton Global Asset Management
New Jersey
$225K -$114K -655 -35%
LEA
2567
Legacy Edge Advisors
New York
$225K – – –
ACM
2568
Argent Capital Management
Missouri
$224K – – –
GAA
2569
Global Assets Advisory
Florida
$224K -$2.25K -13 -1%
MWA
2570
MFA Wealth Advisors
Pennsylvania
$223K +$214K +1,234 New
CFCI
2571
Comprehensive Financial Consultants Institutional
Indiana
$223K +$1.73K +10 +0.8%
LGW
2572
Leslie Global Wealth
Illinois
$223K -$355K -2,049 -51%
CIG
2573
Cascade Investment Group
Colorado
$223K – – –
HWMG
2574
Hurlow Wealth Management Group
Indiana
$220K +$347 +2 +0.2%
HPM
2575
Hoxton Planning & Management
West Virginia
$220K +$520 +3 +0.2%
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103
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