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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
2576
Osterweis Capital Management
California
$57.9K – – –
HWP
2577
Highline Wealth Partners
California
$57.5K +$21.7K +129 +57%
BC
2578
Barrett & Company
Rhode Island
$55K – – –
RWA
2579
Redmont Wealth Advisors
Illinois
$54.8K – – –
S
2580
Sachetta
Massachusetts
$54.5K +$3.53K +21 +7%
PS
2581
Pinney & Scofield
Massachusetts
$53.5K – – –
WAS
2582
Winch Advisory Services
Wisconsin
$53.5K +$505 +3 +0.9%
Q1WB
2583
Quest 10 Wealth Builders
Virginia
$53.2K -$30.6K -182 -36%
PP
2584
PFS Partners
New Jersey
$52.9K +$5.72K +34 +12%
BWAM
2585
Boyd Watterson Asset Management
Ohio
$51.6K -$673 -4 -1%
BC
2586
Bulwark Capital
Florida
$51.4K – – –
BCWM
2587
Ball & Co Wealth Management
Tennessee
$51K +$336 +2 +0.6%
PWA
2588
Provenance Wealth Advisors
Florida
$49.8K – – –
CT
2589
Clearstead Trust
Maine
$48.8K -$10.1K -60 -17%
CCC
2590
Chelsea Counsel Company
California
$48.7K – – –
KC
2591
Knuff & Co
California
$48.7K – – –
PWA
2592
Principia Wealth Advisory
Texas
$48.7K +$37.9K +225 +300%
PWMG
2593
Prestige Wealth Management Group
New Jersey
$47.5K – – –
CPG
2594
Cornerstone Planning Group
New Jersey
$46.5K -$222K -1,319 -80%
SPF
2595
South Plains Financial
Texas
$45.7K +$11.6K +69 +32%
T
2596
Tidemark
California
$44.4K +$336 +2 +0.7%
PW
2597
Pandora Wealth
Illinois
$43.1K – – –
HFS
2598
Hughes Financial Services
Virginia
$43K -$5.22K -31 -10%
TC
2599
Trust Company
Kansas
$42.8K – – –
FP
2600
Financial Perspectives
Minnesota
$42.5K – – –
102 103
104
105 106