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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
HIC
1051
Harvey Investment Company
Kentucky
$850K – – –
HI
1052
Hendershot Investments
Virginia
$848K -$11.5K -120 -1%
PFP
1053
Paragon Financial Partners
California
$848K -$34.2K -355 -4%
HA
1054
Herold Advisors
New York
$847K +$353K +3,668 +67%
LI
1055
LMCG Investments
Massachusetts
$847K -$21.7K -225 -2%
FTDI
1056
First Trust Direct Indexing
Massachusetts
$847K +$24K +249 +3%
QI
1057
Qtron Investments
Massachusetts
$846K – – –
SC
1058
Steph & Co
Wisconsin
$846K +$53.7K +558 +7%
EF
1059
Exeter Financial
Arizona
$845K +$53.6K +557 +6%
NS
1060
NBC Securities
Alabama
$845K +$879K +9,136 New
TSWM
1061
Triangle Securities Wealth Management
North Carolina
$845K -$5.1K -53 -0.6%
IIA
1062
ICW Investment Advisors
Arizona
$843K -$30.9K -321 -3%
VAS
1063
Valicenti Advisory Services
New York
$842K -$2.41K -25 -0.3%
TFS
1064
Thoroughbred Financial Services
Tennessee
$840K +$158K +1,643 +22%
SIM
1065
Sentry Investment Management
Wisconsin
$835K -$661K -6,872 -43%
BAM
1066
Belpointe Asset Management
Nevada
$832K -$124K -1,285 -13%
APP
1067
Avantax Planning Partners
Iowa
$829K +$385 +4 +0%
AWM
1068
Adams Wealth Management
Utah
$827K +$64K +665 +8%
EWA
1069
Exencial Wealth Advisors
Oklahoma
$826K -$36.1K -375 -4%
EAM
1070
Erste Asset Management
Austria
$822K – – –
CCA
1071
Cravens & Co Advisors
Tennessee
$819K +$40K +416 +5%
V
1072
ViaWealth
Kansas
$818K – – –
DOA
1073
D'Orazio & Associates
Virginia
$816K +$79.9K +830 +10%
HIA
1074
Harbor Investment Advisory
Maryland
$815K -$55.9K -581 -6%
SMC
1075
Smith, Moore & Co
Missouri
$813K +$66.4K +690 +9%
41 42
43
44 45