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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
PFP
1001
Paragon Financial Partners
California
$939K -$23.4K -230 -2%
FWM
1002
Foresight Wealth Management
Utah
$939K +$78.9K +774 +9%
BIAS
1003
Beacon Investment Advisory Services
New Jersey
$938K +$63.8K +626 +7%
TSWM
1004
Triangle Securities Wealth Management
North Carolina
$935K -$59.7K -586 -6%
ZCA
1005
Zeke Capital Advisors
Pennsylvania
$935K +$45.1K +442 +5%
LC
1006
Lindbrook Capital
California
$935K +$55.3K +542 +6%
LI
1007
LMCG Investments
Massachusetts
$933K – – –
APWA
1008
Atlas Private Wealth Advisors
New Jersey
$928K -$117K -1,145 -11%
CP
1009
Covenant Partners
Tennessee
$927K – – –
GD
1010
Grandfield & Dodd
New York
$920K – – –
NL
1011
NWAM LLC
Washington
$918K -$7.44K -73 -0.8%
FLPIM
1012
F.L. Putnam Investment Management
Massachusetts
$918K -$4.69K -46 -0.5%
IFAM
1013
Institutional & Family Asset Management
Colorado
$916K +$1.43K +14 +0.2%
AWA
1014
Arete Wealth Advisors
Illinois
$915K -$54.9K -538 -5%
AAMC
1015
Asset Allocation & Management Company
Illinois
$915K – – –
CAN
1016
Claraphi Advisory Network
United States
$914K -$19.1K -187 -2%
DA
1017
DCM Advisors
New York
$911K -$511K -5,009 -35%
BMWM
1018
Brown Miller Wealth Management
Virginia
$905K +$24.1K +236 +3%
AA
1019
Ancora Advisors
Ohio
$903K +$32.1K +315 +4%
FTDI
1020
First Trust Direct Indexing
Massachusetts
$902K +$128K +1,251 +16%
WAM
1021
Walker Asset Management
Missouri
$898K +$816 +8 +0.1%
IWM
1022
IHT Wealth Management
Illinois
$895K +$52.7K +517 +6%
PFGIA
1023
Patriot Financial Group Insurance Agency
Massachusetts
$894K +$29.7K +291 +3%
B
1024
Brightworth
Georgia
$892K +$33.7K +331 +4%
MG
1025
Mather Group
Illinois
$891K +$4.18K +41 +0.5%
39 40
41
42 43