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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
2726
Clearstead Trust
Maine
$40.7K – – –
DWM
2727
Dogwood Wealth Management
Kansas
$40.5K +$11.1K +64 +35%
QPBE
2728
Quintet Private Bank (Europe)
Luxembourg
$40K – – –
SIM
2729
Synergy Investment Management
Florida
$39.6K +$41.7K +240 New
GCM
2730
Gunpowder Capital Management
Maryland
$39.2K -$2.43K -14 -6%
WA
2731
Westfuller Advisors
New York
$39.1K -$1.74K -10 -4%
AP
2732
Aspect Partners
Virginia
$38.9K – – –
AW
2733
Avion Wealth
Texas
$38K +$8.86K +51 +28%
WOSD
2734
WFA of San Diego
California
$37.2K – – –
IRC
2735
Investors Research Corp
Georgia
$36.9K -$26.1K -150 -40%
1NWS
2736
1 North Wealth Services
Maryland
$36.4K – – –
LB
2737
Legacy Bridge
Iowa
$36K – – –
AWM
2738
Abound Wealth Management
Tennessee
$35.5K +$8.34K +48 +29%
FFL
2739
Financial Freedom LLC
Ohio
$35.5K +$10.4K +60 +39%
EWP
2740
Elevation Wealth Partners
California
$34.6K +$15.1K +87 +71%
VEA
2741
Virtus ETF Advisers
New York
$34.6K -$470K -2,703 -93%
MWM
2742
Mosley Wealth Management
California
$34.5K +$37K +213 New
RFA
2743
Reyes Financial Architecture
California
$34.1K -$9.9K -57 -22%
WAG
2744
Wilkerson Advisory Group
Missouri
$33.9K +$18.6K +107 +109%
NF
2745
Napier Financial
Massachusetts
$33.4K +$35.1K +202 New
RG
2746
RHL Group
Michigan
$33.2K +$34.9K +201 New
PFO
2747
Pioneer Family Office
Florida
$33.1K – – –
SJIM
2748
St. Johns Investment Management
Florida
$33.1K – – –
RTL
2749
Red Tortoise LLC
Georgia
$31.7K – – –
ECM
2750
Estabrook Capital Management
New York
$31.7K – – –
108 109
110
111 112