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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
ITIM
2551
Indiana Trust & Investment Management
Indiana
$133K – – –
EPIME
2552
Evelyn Partners Investment Management (Europe)
$132K – – –
MCA
2553
McGuire Capital Advisors
Oklahoma
$131K +$127K +818 New
CCAM
2554
Cascades Capital Asset Management
North Carolina
$131K +$1.08K +7 +0.9%
NECFA
2555
New England Capital Financial Advisors
Connecticut
$130K +$930 +6 +0.7%
GWS
2556
Greykasell Wealth Strategies
California
$127K – – –
BWM
2557
Bullock Wealth Management
Indiana
$125K +$310 +2 +0.3%
MSWM
2558
Mowery & Schoenfeld Wealth Management
Illinois
$123K +$25.1K +162 +27%
LGWM
2559
Litman Gregory Wealth Management
California
$122K +$118K +763 New
MCP
2560
Miller Capital Partners
Michigan
$121K +$117K +755 New
GIM
2561
Gold Investment Management
Alberta, Canada
$120K – – –
KBFS
2562
Kohmann Bosshard Financial Services
Ohio
$118K +$114K +739 New
LSA
2563
Leonteq Securities AG
Switzerland
$118K -$1.41M -9,071 -92%
WA
2564
Whipplewood Advisors
Colorado
$117K +$8.52K +55 +8%
IPS
2565
Investors Portfolio Services
Washington
$117K +$113K +727 New
A
2566
AlphaQuest
New York
$116K -$383K -2,469 -77%
FFO
2567
Fortitude Family Office
Arizona
$116K -$9.61K -62 -8%
AIS
2568
Advocate Investing Services
Maryland
$114K +$110K +710 New
BCM
2569
Birch Capital Management
Texas
$112K – – –
TSMHT
2570
Thurston Springer Miller Herd & Titak
Indiana
$112K +$108K +700 New
DCM
2571
Davis Capital Management
Florida
$111K -$310 -2 -0.3%
GWP
2572
Gen-Wealth Partners
Michigan
$111K -$775 -5 -0.7%
PWA
2573
Principia Wealth Advisory
Texas
$110K +$60K +387 +129%
STB
2574
S&T Bank
Pennsylvania
$110K -$3.1K -20 -3%
VWM
2575
Valley Wealth Managers
New Jersey
$106K – – –
101 102
103
104 105