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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
826
Paradigm Asset Management
New York
$2.92M -$170K -1,100 -6%
RIL
827
Rothschild Investment LLC
Illinois
$2.9M +$34.7K +224 +1%
AFG
828
Atomi Financial Group
New York
$2.9M +$438K +2,830 +19%
XSC
829
X-Square Capital
Puerto Rico
$2.9M -$64.5K -416 -2%
LJAC
830
L.J. Altfest & Co
New York
$2.89M +$2.26M +14,583 +421%
JCM
831
Jacobi Capital Management
Pennsylvania
$2.89M -$75.9K -490 -3%
AFP
832
Ausdal Financial Partners
Iowa
$2.89M +$73K +471 +3%
OCM
833
One Capital Management
California
$2.88M -$13.8K -89 -0.5%
SPC
834
Sigma Planning Corp
Michigan
$2.87M +$541K +3,492 +24%
TCOT
835
Trust Company of Toledo
Ohio
$2.86M -$75.9K -490 -3%
CWS
836
Confluence Wealth Services
Pennsylvania
$2.85M -$48.5K -313 -2%
PWA
837
Primoris Wealth Advisors
Florida
$2.84M – – –
ECM
838
Evergreen Capital Management
Washington
$2.84M +$26.3K +170 +1%
BA
839
Bluesphere Advisors
Pennsylvania
$2.84M +$13.2K +85 +0.5%
IP
840
Indivisible Partners
Florida
$2.84M +$2.74M +17,691 New
MG
841
Mather Group
Illinois
$2.83M +$89.7K +579 +3%
SC
842
Syon Capital
California
$2.83M +$124K +798 +5%
NHC
843
Nicholas Hoffman & Company
Georgia
$2.83M +$51.3K +331 +2%
ICP
844
Impact Capital Partners
Colorado
$2.83M +$18.3K +118 +0.7%
FNT
845
First Nebraska Trust
Nebraska
$2.82M +$32.5K +210 +1%
MBTD
846
Mechanics Bank - Trust Department
California
$2.81M -$102K -660 -4%
ACA
847
American Capital Advisory
Idaho
$2.81M -$4.03K -26 -0.1%
KFGK
848
Keystone Financial Group (Kentucky)
Kentucky
$2.81M -$289K -1,868 -10%
SWM
849
Shrier Wealth Management
California
$2.81M +$2.71M +17,495 New
JRPIM
850
Journey Retirement Planning & Investment Management
Idaho
$2.8M +$2.7M +17,440 New
32 33
34
35 36