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Philip Morris
PM

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
1076
Insigneo Advisory Services
Florida
$1.71M +$106K +629 +6%
SWA
1077
Stratos Wealth Advisors
Ohio
$1.71M +$4.71K +28 +0.3%
MCM
1078
Monarch Capital Management
Indiana
$1.71M – – –
OHWA
1079
Oak Hill Wealth Advisors
Virginia
$1.71M -$106K -632 -6%
FBFS
1080
First Business Financial Services
Wisconsin
$1.7M – – –
WLIM
1081
White Lighthouse Investment Management
Massachusetts
$1.7M – – –
AWA
1082
Arete Wealth Advisors
Illinois
$1.69M +$673 +4 +0%
IAN
1083
Integrated Advisors Network
Texas
$1.69M -$129K -767 -7%
BFO
1084
Boston Family Office
Massachusetts
$1.68M -$85.8K -510 -5%
MWM
1085
Mission Wealth Management
California
$1.68M -$4.04K -24 -0.2%
CWM
1086
C2C Wealth Management
Arizona
$1.66M – – –
BHWM
1087
Bar Harbor Wealth Management
New Hampshire
$1.66M +$171K +1,017 +11%
AIM
1088
Advyzon Investment Management
Illinois
$1.66M +$721K +4,285 +72%
LFA
1089
Legacy Financial Advisors
Kentucky
$1.65M +$56.4K +335 +3%
CI
1090
CX Institutional
Indiana
$1.64M +$265K +1,575 +18%
TF
1091
Tompkins Financial
New York
$1.64M – – –
WIM
1092
WealthPlan Investment Management
Nebraska
$1.64M +$118K +702 +7%
ECA
1093
Elevated Capital Advisors
Utah
$1.63M -$216K -1,283 -11%
PMWMG
1094
Parr McKnight Wealth Management Group
Minnesota
$1.63M -$26.1K -155 -2%
VFG
1095
Victory Financial Group
Texas
$1.63M +$36.8K +219 +2%
FFWA
1096
Forthright Family Wealth Advisory
Texas
$1.62M -$8.41K -50 -0.5%
GC
1097
Gilbert & Cook
Iowa
$1.62M +$505 +3 +0%
MGM
1098
Miura Global Management
New York
$1.62M -$1.68M -10,000 -50%
AL
1099
Arnhold LLC
New York
$1.62M – – –
KCM
1100
Knoll Capital Management
Florida
$1.62M – – –
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