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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
FSWA
2626
Financial Synergies Wealth Advisors
Texas
$204K +$195K +1,125 New
NCM
2627
Novare Capital Management
North Carolina
$204K +$195K +1,125 New
PIWA
2628
Prevail Innovative Wealth Advisors
Kansas
$203K +$195K +1,124 New
SFO
2629
Stenger Family Office
Illinois
$203K +$313K +1,805 New
APW
2630
Acima Private Wealth
Virginia
$203K – – –
SSWG
2631
Seven Springs Wealth Group
Tennessee
$203K +$195K +1,123 New
MWM
2632
Melfa Wealth Management
Massachusetts
$202K +$194K +1,119 New
EWM
2633
Endowment Wealth Management
Wisconsin
$202K +$194K +1,119 New
CWA
2634
Crusonia Wealth Advisors
Colorado
$202K +$194K +1,118 New
WCM
2635
Winebrenner Capital Management
Kentucky
$202K +$194K +1,117 New
RIM
2636
Rockbridge Investment Management
New York
$201K +$193K +1,113 New
CAP
2637
Cordoba Advisory Partners
New York
$201K +$191K +1,103 New
PRP
2638
Peak Retirement Planning
Ohio
$201K -$29.8K -172 -13%
PCP
2639
Panoramic Capital Partners
Oregon
$201K +$193K +1,111 New
CS
2640
Capital Square
Tennessee
$201K +$192K +1,106 New
WG
2641
Warner Group
Connecticut
$201K +$193K +1,110 New
FMN
2642
Financial Management Network
California
$200K +$180K +1,037 New
EWM
2643
Evermay Wealth Management
Virginia
$200K – – –
M
2644
MOTCO
Texas
$193K +$18K +104 +11%
RRMM
2645
Regatta Research & Money Management
Louisiana
$190K +$183K +1,054 New
STB
2646
S&T Bank
Pennsylvania
$187K +$61.9K +357 +53%
QM
2647
QVIDTVM Management
Texas
$186K -$9.19K -53 -5%
CWM
2648
Copia Wealth Management
Oregon
$180K +$20.5K +118 +13%
VWA
2649
VSM Wealth Advisory
Maryland
$178K – – –
MCM
2650
MV Capital Management
Maryland
$177K +$520 +3 +0.3%
104 105
106
107 108