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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
776
Chicago Trust
Illinois
$3.54M -$101K -711 -3%
TWM
777
Tanager Wealth Management
United Kingdom
$3.54M +$1.56K +11 +0%
CFG
778
Citizens Financial Group
Rhode Island
$3.5M +$895K +6,322 +41%
KCM
779
Kathmere Capital Management
Pennsylvania
$3.5M +$471K +3,322 +18%
DWP
780
Daymark Wealth Partners
Ohio
$3.49M -$294K -2,073 -9%
SWM
781
SeaCrest Wealth Management
New York
$3.47M -$99.4K -702 -3%
VCM
782
Voleon Capital Management
California
$3.46M -$4.08M -28,811 -57%
VWM
783
Venturi Wealth Management
Texas
$3.45M +$87.7K +619 +3%
SPC
784
Sigma Planning Corp
Michigan
$3.45M -$142K -999 -4%
MBTD
785
Mechanics Bank - Trust Department
California
$3.45M -$38K -268 -1%
FFA
786
Founders Financial Alliance
North Carolina
$3.44M +$63.9K +451 +2%
WF
787
Welch & Forbes
Massachusetts
$3.43M -$34.4K -243 -1%
CF
788
Copperwynd Financial
Arizona
$3.42M +$341K +2,408 +13%
BFA
789
Beaumont Financial Advisors
Massachusetts
$3.41M +$274K +1,937 +10%
ISWM
790
Independent Solutions Wealth Management
New York
$3.4M -$146K -1,033 -5%
WAM
791
Weiss Asset Management
Massachusetts
$3.4M +$2.43M +17,137 +402%
BAM
792
Belpointe Asset Management
Nevada
$3.4M +$780K +5,504 +35%
PCG
793
Prosperity Consulting Group
Maryland
$3.39M +$4.96K +35 +0.2%
ACA
794
American Capital Advisory
Idaho
$3.38M -$459K -3,242 -13%
DAS
795
Dynamic Advisor Solutions
Arizona
$3.37M -$107K -754 -3%
DWM
796
Dynasty Wealth Management
Florida
$3.37M +$107K +754 +4%
MYLI
797
Meiji Yasuda Life Insurance
Japan
$3.36M +$404K +2,849 +16%
WG
798
Welch Group
Alabama
$3.35M +$1.56K +11 +0.1%
SS
799
Sunbelt Securities
Texas
$3.35M -$81.4K -575 -3%
HFM
800
Hartford Financial Management
Connecticut
$3.33M – – –
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