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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
FFL
2701
Financial Freedom LLC
Ohio
$24.9K – – –
GTAM
2702
Global Trust Asset Management
Florida
$24.4K -$7.75K -50 -25%
SC
2703
Solstein Capital
California
$24.2K -$8.21K -53 -26%
MSFP
2704
Mark Sheptoff Financial Planning
Connecticut
$23.7K – – –
OCM
2705
Osbon Capital Management
Massachusetts
$23.7K +$22.9K +148 New
WPA
2706
Wealth Preservation Advisors
Tennessee
$22.1K -$310 -2 -1%
CJ
2707
Caitlin John
Michigan
$22K +$7.75K +50 +57%
CI
2708
Clal Insurance
Israel
$22K -$3.87K -25 -16%
PCM
2709
Penserra Capital Management
California
$21K – – –
JWM
2710
Jessup Wealth Management
Ohio
$20.1K +$19.4K +125 New
CW
2711
CrossGen Wealth
North Carolina
$19.9K +$19.2K +124 New
UFPG
2712
United Financial Planning Group
New York
$19.7K +$19.1K +123 New
EWP
2713
Elevation Wealth Partners
California
$19.6K +$1.55K +10 +9%
W
2714
WealthCollab
Washington
$19.1K -$2.32K -15 -11%
BFS
2715
Beacon Financial Strategies
North Carolina
$19.1K +$18.4K +119 New
MFT
2716
Moisand Fitzgerald Tamayo
Florida
$18.9K – – –
CMA
2717
Cedar Mountain Advisors
Oregon
$18.9K +$1.39K +9 +8%
JGCM
2718
Joseph Group Capital Management
Ohio
$18.6K +$18K +116 New
FIM
2719
FWL Investment Management
Texas
$18.4K +$11.6K +75 +188%
PSFG
2720
Park Square Financial Group
Georgia
$18.4K -$1.86K -12 -7%
CWP
2721
Clark Wealth Partners
Illinois
$18K – – –
MCM
2722
MidAtlantic Capital Management
Virginia
$17K +$16.4K +106 New
HC
2723
Hurley Capital
New York
$16.8K -$1.55K -10 -9%
EPG
2724
Estate Planners Group
Pennsylvania
$16.8K +$16.3K +105 New
NRWA
2725
North Ridge Wealth Advisors
Oregon
$16K – – –
107 108
109
110 111