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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
SAI
2576
Systematic Alpha Investments
New Jersey
$205K +$193K +1,126 New
CWP
2577
Curated Wealth Partners
California
$205K +$193K +1,124 New
APW
2578
Acima Private Wealth
Virginia
$205K – – –
TPWA
2579
Twin Peaks Wealth Advisors
California
$204K +$208K +1,213 New
FSWA
2580
Financial Synergies Wealth Advisors
Texas
$204K +$193K +1,122 New
WSWA
2581
Warren Street Wealth Advisors
California
$204K +$193K +1,122 New
MWM
2582
Melfa Wealth Management
Massachusetts
$204K +$192K +1,119 New
WGC
2583
Watts Gwilliam & Co
Arizona
$204K +$216K +1,259 New
SC
2584
Stephens Consulting
Michigan
$203K +$7.04K +41 +4%
JWM
2585
JGP Wealth Management
Oregon
$202K +$190K +1,108 New
NFG
2586
Nadler Financial Group
Illinois
$202K +$190K +1,108 New
CWA
2587
CJM Wealth Advisers
Virginia
$201K +$190K +1,104 New
MWA
2588
Muirfield Wealth Advisors
North Carolina
$201K +$190K +1,104 New
AWMG
2589
Alliance Wealth Management Group
New Jersey
$201K – – –
SFG
2590
Seamount Financial Group
Colorado
$201K +$189K +1,102 New
AWP
2591
Avid Wealth Partners
Texas
$200K +$188K +1,092 New
BEAM
2592
Baker Ellis Asset Management
Washington
$200K +$189K +1,100 New
IHL
2593
Investment House LLC
California
$200K +$189K +1,100 New
RK
2594
Rather & Kittrell
Tennessee
$200K +$189K +1,100 New
TWPM
2595
Total Wealth Planning & Management
Florida
$200K +$189K +1,100 New
CA
2596
Clune & Associates
Illinois
$200K +$189K +1,099 New
PSFG
2597
Park Square Financial Group
Georgia
$199K +$12.2K +71 +7%
SWA
2598
SOA Wealth Advisors
New York
$193K +$1.46M +8,494 +32%
PSB
2599
Piscataqua Savings Bank
New Hampshire
$193K – – –
SSG
2600
Summit Securities Group
New York
$191K +$180K +1,048 New
102 103
104
105 106