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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
BI
2601
Bolthouse Investments
California
$213K +$204K +1,177 New
LPAM
2602
Lodestar Private Asset Management
California
$212K +$204K +1,174 New
B
2603
Birchbrook
Maine
$212K – – –
FPN
2604
Financial Planning Navigators
Minnesota
$212K +$203K +1,172 New
SFG
2605
Seamount Financial Group
Colorado
$212K +$203K +1,172 New
JWM
2606
JPL Wealth Management
Colorado
$212K +$21K +121 +12%
PS
2607
Planning Strategies
Pennsylvania
$212K +$203K +1,170 New
SI
2608
Saxon Interests
Texas
$211K +$203K +1,169 New
CWM
2609
Cranbrook Wealth Management
Michigan
$211K +$694 +4 +0.3%
GSWA
2610
Good Steward Wealth Advisors
Tennessee
$211K -$9.54K -55 -5%
WF
2611
Whelan Financial
California
$211K +$202K +1,167 New
FFC
2612
Frederick Financial Consultants
Maryland
$210K -$12K -69 -6%
GEA
2613
Glen Eagle Advisors
New Jersey
$210K +$21.9K +126 +12%
BIG
2614
Builder Investment Group
Georgia
$210K +$201K +1,160 New
BPW
2615
BLVD Private Wealth
Kentucky
$209K +$201K +1,158 New
EWS
2616
Eagle Wealth Strategies
New Jersey
$209K +$200K +1,154 New
KP
2617
Kitching Partners
Pennsylvania
$209K -$28.4K -164 -12%
CPSC
2618
Carl P. Sherr & Co
Massachusetts
$209K -$14.7K -85 -7%
GWMIA
2619
Global Wealth Management Investment Advisory
Florida
$209K +$200K +1,153 New
LI
2620
Lafayette Investments
Maryland
$208K -$15.3K -88 -7%
MA
2621
Mosaic Advisors
Texas
$208K +$199K +1,150 New
TWD
2622
True Wealth Design
Ohio
$208K +$867 +5 +0.4%
RSWA
2623
Robinson Smith Wealth Advisors
Maine
$207K +$199K +1,146 New
S
2624
Storgate
Texas
$207K +$198K +1,144 New
SWM
2625
Steinberganna Wealth Management
New York
$207K +$198K +1,144 New
103 104
105
106 107