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Philip Morris

Name Holding Trade Value Shares
Change
Change in
Stake
PRP
2651
Peak Retirement Planning
Ohio
$201K -$29.8K -172 -13%
PCP
2652
Panoramic Capital Partners
Oregon
$201K +$193K +1,111 New
CS
2653
Capital Square
Tennessee
$201K +$192K +1,106 New
WG
2654
Warner Group
Connecticut
$201K +$193K +1,110 New
FMN
2655
Financial Management Network
California
$200K +$180K +1,037 New
EWM
2656
Evermay Wealth Management
Virginia
$200K – – –
M
2657
MOTCO
Texas
$193K +$18K +104 +11%
RRMM
2658
Regatta Research & Money Management
Louisiana
$190K +$183K +1,054 New
STB
2659
S&T Bank
Pennsylvania
$187K +$61.9K +357 +53%
QM
2660
QVIDTVM Management
Texas
$186K -$9.19K -53 -5%
CWM
2661
Copia Wealth Management
Oregon
$180K +$20.5K +118 +13%
VWA
2662
VSM Wealth Advisory
Maryland
$178K – – –
MCM
2663
MV Capital Management
Maryland
$177K +$520 +3 +0.3%
SLT
2664
St Louis Trust
Missouri
$176K – – –
SIM
2665
Synergy Investment Management
Florida
$174K +$114K +659 +275%
BHWM
2666
Beaird Harris Wealth Management
Texas
$173K – – –
BLC
2667
Brown, Lisle/Cummings
Rhode Island
$170K +$1.04K +6 +0.6%
JEST
2668
JTC Employer Solutions Trustee
Jersey
$170K – – –
FFC
2669
First Financial Corp
Indiana
$167K – – –
USB
2670
Union Savings Bank
Connecticut
$166K -$347 -2 -0.2%
ETS
2671
ESL Trust Services
New York
$163K – – –
LAS
2672
Lloyd Advisory Services
Georgia
$160K +$122K +705 +387%
T
2673
TrustBank
Illinois
$160K – – –
FFO
2674
Fortitude Family Office
Arizona
$157K -$3.47K -20 -2%
NOI
2675
Newton One Investments
Delaware
$157K +$520 +3 +0.3%