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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
UWS
976
Unique Wealth Strategies
Illinois
$1.17M – – –
ECA
977
Elevated Capital Advisors
Utah
$1.17M -$499K -5,108 -31%
HS
978
HighVista Strategies
Massachusetts
$1.17M -$352K -3,600 -24%
CWC
979
Carolinas Wealth Consulting
North Carolina
$1.16M +$1.04M +10,586 +1,170%
BFO
980
Boston Family Office
Massachusetts
$1.16M – – –
SC
981
Syon Capital
California
$1.16M +$83K +849 +8%
HI
982
Harbour Investments
Wisconsin
$1.16M +$63.3K +647 +6%
BWL
983
Bogart Wealth LLC
Virginia
$1.16M -$104K -1,061 -9%
CFM
984
Crawford Fund Management
Massachusetts
$1.16M -$1.36M -13,900 -55%
OP
985
Oldfield Partners
United Kingdom
$1.16M -$176K -1,800 -14%
WAG
986
Wallace Advisory Group
California
$1.15M +$50.5K +516 +5%
AFP
987
Ausdal Financial Partners
Iowa
$1.15M +$4.79K +49 +0.4%
WAP
988
Wealthcare Advisory Partners
Pennsylvania
$1.15M +$81.8K +837 +8%
PCA
989
Prosperity Capital Advisors
Ohio
$1.15M -$945K -9,669 -46%
RWP
990
RWA Wealth Partners
Massachusetts
$1.14M +$2.93K +30 +0.3%
FG
991
Fiduciary Group
Georgia
$1.14M -$34K -348 -3%
MCM
992
Monarch Capital Management
Indiana
$1.14M -$8.41K -86 -0.8%
SEIA
993
Signature Estate & Investment Advisors
California
$1.14M +$1.1M +11,273 New
WDA
994
Wendell David Associates
New Hampshire
$1.14M -$4.89K -50 -0.4%
CAM
995
Cidel Asset Management
Ontario, Canada
$1.14M +$16.8K +172 +2%
CAM
996
Cobblestone Asset Management
Virginia
$1.13M -$39.1K -400 -3%
BL
997
Balentine LLC
Georgia
$1.13M -$2.57M -26,249 -70%
SW
998
SteelPeak Wealth
California
$1.13M -$3M -30,655 -74%
BPWM
999
Badgley Phelps Wealth Managers
Washington
$1.12M +$23.5K +240 +2%
RWPA
1000
Richard W. Paul & Associates
Michigan
$1.12M +$24.4K +250 +2%
38 39
40
41 42