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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
SFWA
1051
Summit Financial Wealth Advisors
Louisiana
$1.76M -$26.9K -155 -1%
EB
1052
Exchange Bank
California
$1.75M – – –
SACTSONJ
1053
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.74M -$445K -2,560 -20%
FG
1054
Foster Group
Iowa
$1.74M +$143K +822 +8%
FBFS
1055
First Business Financial Services
Wisconsin
$1.73M – – –
SA
1056
SPWM Advisors
Michigan
$1.72M +$107K +617 +7%
SEIA
1057
Signature Estate & Investment Advisors
California
$1.71M +$158K +912 +10%
VFG
1058
Victory Financial Group
Texas
$1.7M -$576K -3,316 -24%
LCWP
1059
Legacy Capital Wealth Partners
Arkansas
$1.7M -$113K -651 -6%
HW
1060
Hancock Whitney
Mississippi
$1.7M -$127K -731 -7%
CWM
1061
C2C Wealth Management
Arizona
$1.7M – – –
PWMAG
1062
Pinnacle Wealth Management Advisory Group
New Jersey
$1.7M +$216K +1,243 +14%
MWM
1063
Mission Wealth Management
California
$1.69M -$50.9K -293 -3%
ZCP
1064
Z3 Capital Partners
Virginia
$1.69M +$348 +2 +0%
GC
1065
Gilbert & Cook
Iowa
$1.69M +$14.6K +84 +0.8%
1C
1066
111 Capital
France
$1.69M +$1.77M +10,211 New
CSP
1067
Cary Street Partners
Virginia
$1.69M -$43.8K -252 -2%
TC
1068
Trust Company
Kansas
$1.68M – – –
VWM
1069
VCI Wealth Management
Missouri
$1.68M -$191K -1,101 -10%
OBWG
1070
Onyx Bridge Wealth Group
New York
$1.68M +$84.6K +487 +5%
PA
1071
Planning Alternatives
Michigan
$1.67M +$42.6K +245 +2%
UWS
1072
Unique Wealth Strategies
Illinois
$1.67M +$111K +640 +7%
TPA
1073
Trivium Point Advisory
Connecticut
$1.67M -$227K -1,309 -11%
AFA
1074
AA Financial Advisors
Ohio
$1.67M +$14.4K +83 +0.8%
CRIG
1075
Charter Research & Investment Group
Connecticut
$1.67M +$49.5K +285 +3%
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