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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
VPP
2901
Vertex Planning Partners
Illinois
– -$206K -1,130 Closed
TFO
2902
Tarbox Family Office
California
– -$205K -1,128 Closed
PAMG
2903
Patton Albertson Miller Group
Tennessee
– -$205K -1,127 Closed
SAI
2904
Systematic Alpha Investments
New Jersey
– -$205K -1,126 Closed
CWP
2905
Curated Wealth Partners
California
– -$205K -1,124 Closed
FSWA
2906
Financial Synergies Wealth Advisors
Texas
– -$204K -1,122 Closed
WSWA
2907
Warren Street Wealth Advisors
California
– -$204K -1,122 Closed
MWM
2908
Melfa Wealth Management
Massachusetts
– -$204K -1,119 Closed
JWM
2909
JGP Wealth Management
Oregon
– -$202K -1,108 Closed
NFG
2910
Nadler Financial Group
Illinois
– -$202K -1,108 Closed
CWA
2911
CJM Wealth Advisers
Virginia
– -$201K -1,104 Closed
MWA
2912
Muirfield Wealth Advisors
North Carolina
– -$201K -1,104 Closed
SFG
2913
Seamount Financial Group
Colorado
– -$201K -1,102 Closed
BEAM
2914
Baker Ellis Asset Management
Washington
– -$200K -1,100 Closed
IHL
2915
Investment House LLC
California
– -$200K -1,100 Closed
CA
2916
Clune & Associates
Illinois
– -$200K -1,099 Closed
AWP
2917
Avid Wealth Partners
Texas
– -$200K -1,092 Closed
CWM
2918
CarsonAllaria Wealth Management
Illinois
– -$180K -988 Closed
NC
2919
NewSquare Capital
Pennsylvania
– -$168K -921 Closed
TSMHT
2920
Thurston Springer Miller Herd & Titak
Indiana
– -$133K -732 Closed
EC
2921
Elequin Capital
New York
– -$121K -663 Closed
OW
2922
Olistico Wealth
Oklahoma
– -$115K -629 Closed
LFA
2923
Livelsberger Financial Advisory
Ohio
– -$106K -584 Closed
SO
2924
Sierra Ocean
California
– -$106K -582 Closed
AWM
2925
Atticus Wealth Management
Florida
– -$97.8K -537 Closed
114 115 116
117
118